Streamlined Campaign Creation
The BrokerOS Email Campaign Wizard (/dashboard/marketing/email/campaigns/new) guides marketing managers through drafting, audience segmentation, responsive template design, deliverability auditing, and dispatch scheduling.
Integrated directly with multi-domain sender pooling and background rate limiters, the wizard ensures high deliverability across large lead volumes while maintaining sender reputation.
Campaign Dispatch Lifecycle
The Four Wizard Configuration Steps
Project, Sender Identity, and Sender Pools
- Project Association: Binds the campaign to a specific real estate development (for example, Skyline Residences or Grandview Towers).
- Sender Pool Allocation: Select one or multiple verified sender domains (
CampaignSenderPoolConfig). Choose Auto Even distribution or specify Custom Percentages across domain pools to protect reputation. - Subject Line and Preheader: Craft attention-grabbing subject lines with dynamic merge tags (
{{lead.firstName}}, exclusive preview: Skyline Residences Penthouse Phase) and 80-character inbox preview snippets. - Provider Relay: Select from authenticated integrations (AWS SES, SendGrid, Brevo, Mailchimp, Mailgun, Gmail, Outlook, Constant Contact).
Target Audience and Segmentation
- CRM Lead Filters: Filter active prospects by assigned project, lead pipeline status (
NEW,CONTACTED,INTERESTED), qualification temperature, or budget bracket (\ge \750,000$). - CSV List Ingest: Upload external high-net-worth investor contact lists with automatic header column mapping.
- Automated Scrubbing: Automatically scrubs previously unsubscribed contacts, hard-bounced mailboxes, and duplicate addresses.
Responsive Template Block Editor
- Template Library: Select from turnkey real estate HTML designs (Phase Launch, Price Revision, Weekend Open House, Channel Partner Commission Scheme).
- Dynamic Merge Tag Chips: Insert personalized buyer variables (
{{lead.firstName}},{{project.startingPrice}},{{project.brochureUrl}},{{advisor.name}}). - Live Device Previews: Toggle instant viewport simulation between full desktop widescreen and mobile smartphone viewports.
Pre-Flight Audit, Test Send, and Schedule
- Live Test Email: Dispatch an immediate proof to your personal inbox or management team to verify formatting in Apple Mail, Gmail, and Outlook.
- Pre-Flight Cost Estimator: Inspect projected dollar and local currency expenditures based on recipient volume and selected mail provider rates.
- Domain Warmup Check: Automatically warns if any individual domain in the pool exceeds 5,000 emails, prompting gradual volume scaling.
- Dispatch Scheduling: Choose between Send Immediately or schedule for high-engagement time windows (such as Tuesday through Thursday mornings at 10:00 AM).