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Campaigns let you automate outreach to groups of contacts. Use them to nurture leads, re-engage past clients, or promote new listings.

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Campaign Types

Drip Campaigns

Automated sequences that send messages over time

Blast Campaigns

One-time messages to a group of contacts

Voice Campaigns

Automated calls to check in or qualify leads

Re-engagement

Target contacts who’ve gone quiet

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Creating a Campaign

1

Go to Campaigns

Navigate to AI Agents > Campaigns
2

Click New Campaign

Click the + New Campaign button
3

Choose Campaign Type

Select the type of campaign you want to run
4

Define Your Audience

Select which contacts to include (see Targeting below)
5

Create Your Messages

Write the content for your campaign
6

Set Timing

Choose when messages should be sent
7

Review and Launch

Preview your campaign and activate it

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Targeting Your Audience

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Filter Options

Build your audience using filters:
FilterExamples
Tags”Hot Lead”, “Past Client”, “Buyer”
StatusActive, Nurture, New
SourceZillow, Open House, Referral
Last Contact30+ days, 60+ days, 90+ days
LocationSpecific zip codes or areas
Custom FieldsAny custom fields you’ve created

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Saving Audiences

Save frequently-used filter combinations:
  1. Set up your filters
  2. Click Save Audience
  3. Name it (e.g., “Cold Leads - Downtown”)
  4. Use it for future campaigns

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Exclusions

Prevent certain contacts from receiving campaigns:
  • Contacts who opted out
  • Contacts already in another campaign
  • Recently contacted (within X days)
  • Specific tags (e.g., “Do Not Contact”)

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Drip Campaigns

Drip campaigns send a series of messages over time.

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Creating a Drip Sequence

1

Set Up Campaign

Name your campaign and select your audience
2

Create First Message

Write your initial outreach message
3

Add Follow-Up Messages

Click Add Step to create subsequent messages
4

Set Delays

Choose the time between each message (days, weeks)
5

Add Conditions

Optionally set conditions (e.g., skip if they replied)

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Drip Campaign Example

New Lead Nurture Sequence:
DayMessage
Day 0Welcome message + introduction
Day 3Helpful market resource
Day 7Check-in + offer to chat
Day 14New listings in their area
Day 30Longer-form value piece

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Voice Campaigns

Automated calling campaigns using your AI agent.

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Use Cases

  • Lead qualification - Call new leads to assess interest
  • Appointment reminders - Confirm upcoming meetings
  • Check-ins - Regular touches with past clients
  • Event invitations - Invite contacts to open houses

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Setting Up Voice Campaigns

1

Create Campaign

Select Voice Campaign as the type
2

Define the Goal

What should the call accomplish? (Qualify, book appointment, share info)
3

Write the Script

Create the conversation flow for your AI agent
4

Set Calling Hours

When should calls be placed?
5

Configure Outcomes

What happens based on call results?
Respect calling hours and regulations. PULSEIntel PRO only places calls during appropriate times based on the contact’s time zone.

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Campaign Messages

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Writing Effective Messages

Use merge fields like to personalize. Reference specific details when possible.
Give recipients a reason to engage. What’s in it for them?
Tell them exactly what you want them to do next.
Shorter messages typically perform better. Get to the point.

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Merge Fields

Personalize messages with data:
FieldInserts
{first_name}Contact’s first name
{last_name}Contact’s last name
{city}Their city
{property_type}Their preferred property type
{your_name}Your name
{your_phone}Your phone number

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Managing Active Campaigns

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Campaign Dashboard

View all campaigns at AI Agents > Campaigns:
  • Active - Currently running
  • Scheduled - Set to start in the future
  • Completed - Finished campaigns
  • Paused - Temporarily stopped

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Pausing a Campaign

To pause a campaign:
  1. Open the campaign
  2. Click Pause
  3. Confirm
Contacts in the middle of a sequence will stop receiving messages until you resume.

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Editing Live Campaigns

You can edit active campaigns, but changes only affect:
  • Contacts who haven’t received the modified message yet
  • New contacts added to the audience
Contacts who already received a message won’t get the updated version.

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Campaign Analytics

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Performance Metrics

Track how your campaigns perform:
MetricWhat It Means
Delivery Rate% of messages successfully sent
Open Rate% of emails opened (email only)
Click Rate% that clicked a link
Reply Rate% that responded
Conversion Rate% that took desired action
Opt-Out Rate% that unsubscribed

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A/B Testing

Test different approaches:
  1. Create two versions of a message
  2. PULSE sends each version to a portion of your audience
  3. Compare performance
  4. Use the winner for the remainder

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Compliance

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Opt-Out Handling

  • Every message includes an opt-out option
  • Opt-outs are processed automatically
  • Contacts are marked as opted-out in CRM
  • They won’t receive future campaign messages

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Best Practices

  • Only contact people who’ve opted in or have a relationship with you
  • Include your contact information
  • Respect opt-out requests immediately
  • Follow local regulations (CAN-SPAM, TCPA, etc.)

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Troubleshooting

Check that:
  • Campaign is active (not paused)
  • Contacts have valid email/phone
  • You haven’t exceeded sending limits
Try:
  • More personalized subject lines
  • Sending at different times
  • Shorter, more focused messages
  • Stronger calls to action
Consider:
  • Reducing frequency
  • More relevant content
  • Better audience targeting
  • Checking your message tone