Turn a match into a campaign

A shortlist is only useful once the client has seen it. From any AI Match list or Manual Match folder, one button creates the campaign, builds a link the client can open, and lines up the email.

Before you start

• The shortlist is the one you want the client to see. Remove anything you would not show them.
• You can open the contact. A contact shared with you as view-only cannot receive a campaign.
• The contact has an email address if you plan to send by email.

From an AI Match list

1. Open Listing Match. It opens on AI Match.
2. Click the contact’s card. The list opens on the right.
3. Tidy the list: click × to drop a listing, or Add listing to bring one in.
4. Click Create Campaign & Share Listings.

5. In the Create Campaign confirmation, copy the link to paste into a message.

From a Manual Match folder

A folder has no contact of its own, so you pick who receives it.

1. Open Listing Match and switch to Manual Match.
2. Click the folder.
3. Click Create Campaign & Share Listings.
4. In Share with, search for the contact and click their name.
5. Click Create Campaign & Share Listings.

The same confirmation appears, with the link.

From a contact

On a contact’s page, the Prospect Match section has an Add Campaign button. It opens New Campaign with the contact already set as the recipient; pick a template and click Create Campaign.

Send it

Connect your Gmail or Outlook account first, under Settings → Email Settings. Then open the campaign under Campaigns, check the subject and recipients under Basic Info, and click Send, or use Schedule on to pick a time. Send a campaign from a match shortlist walks through the editor.

Lists built by listing

A list under By Listings goes to several contacts at once. Recipients are the matched contacts you can open. A contact marked No-access is left out until the owner shares them with you.