Learn to set up the Holiday 2024 campaign in MoxiEngage through MoxiWorks Desk. Choose from English or Spanish versions, customize holiday dates, pick your recipients, and launch. The video covers TCPA compliance and DNC checks to keep your calls legal.
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We appreciate you being here since this program is optional and discusses best practices for your consideration. If you are thinking of adopting any of them, please make sure to review the requirements in your area region with your broker, branch manager or manager, including those related to contacting consumers. We do want to highlight the importance of the Telephone Consumer Protection act, better known as T. The general rules are that it's okay to call people if the person recently gave you their phone number, but remember to check the DNC lists regularly if they haven't spoken to that person in a while. You will also want to check the DNC list anytime you don't have permission. Automated calling texting platforms should never be used. Pre recorded messages and artificial voices should never be used. You will be personally liable for any violations of the tcpa. We'll mention the TCPA a few times throughout this presentation.
How to Set up the Holiday 2024 campaign in Moxie Engage we begin on Desk in the Moxie Works tile. Once in moxiworks, select Engage from the navigation bar then Campaigns menu. If you haven't yet set up any campaigns to date, you will see no campaigns to show on this dashboard. Let's click on the blue button that says Add from Library. The Library will display all of the campaigns created for Coldwell Banker Realty Affiliated Agents. Let's focus on the holiday 2024 campaign which is available both in English and Spanish. Holiday 2024 holiday 2024 Spanish version. You can preview the campaigns by clicking the Preview button. This will display the campaign schedule which will give you an idea of every single holiday that is available and you can preview through each one of the pieces by clicking the right arrow. To get an idea of what the flyers the E flyers will look like. They are all branded to you with a footer with your contact information which is fed from the Profile Manager from your main profile on desk. From here you can click the blue button and add to campaigns. Then close this window and within a few seconds the holiday 2024 campaign will feed over to your dashboard. If you don't see a feed, you can always click Refresh. Now the Holiday 2024 campaign is on our dashboard and in order to activate it we are going to click on the name of the campaign. You may edit the name if you like by clicking the link. You can also edit the scale of the campaign. So if there are any holidays that you want to omit, you may do so here by clicking Edit Schedule. It will give you a warning that this is going to change the campaign and confirm. Then you can review these and remove any of the campaigns, any of the flyers that you do not want to include in your campaign. You may also change the date of the campaign. So for example, Labor Day people are out and about at the beach at their barbecues. So if you don't want to send it on the actual date, you can make changes to the day before to the Friday previous. For example, go back to the dashboard and click on Holiday 2024. Remember, you can edit the schedule right here, or if you're ready to send it as is, or once you've made your changes, you can click Setup. In order to assign the recipients to this campaign, you see the button that says Add Recipients and this will load all of the contacts that you have in your database. Or if I click Groups, you may assign all of the current contacts to this particular campaign and click Add, then Save. The system tells me that it's adding recipients. Depending on the number of contacts you have on your database, it may take the system a few seconds or a couple minutes for the campaign to be ready to run. So the gray button at the top where it says Run Campaign will turn into blue and become clickable. Once all of your contacts have been added to this particular campaign, all of all you have to do is click Run Campaign in order to activate it. Let me click Back on Campaigns and point out that you will see analytics for this campaign or any of the campaigns that you select. From the library you will see the Open Rate, the click Rate, opens clicks, unsubscribes, and the total number of people that you assign the campaign to. These are links under Open Clicks and Unsubscribes. So if you click the blue link you will see a list of exactly the person who either opened, clicked, or unsubscribed. And that is how you set up the Holiday 2024 campaign. In Moxie Eng.
