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  3. How Engage automates marketing for your entire database

How to set up Engage

Enable Engage to enroll your contacts in monthly home value email campaigns.

Before setting up Engage, decide if you want emails to be sent using your team's Account Signature or with individual Agent Signatures. Learn how to set up your Account Signature here. Agents can learn how to set up their individual Agent Signatures here.

Step 1: 

Click on the profile icon on the right and then click Settings.

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Step 2:

Click Marketing in the left side menu. Scroll to Account Signature to choose whether the account signature or agent signatures will be used on Engage emails. 

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Step 3:

When Use as Display Signature is selected, the account signature shown to the right will be used on all Engage emails for your team, overriding all agent signatures. Leave the check box blank if you want Engage emails to be sent with individual agent signatures.

Screen Shot 2022-12-16 at 5.10.48 PMClick I Understand to confirm if Use as Display Signature is selected.

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Step 4:

Click on Engage from the left side menu and scroll to Engage Level.

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Step 5:

Choose the Default Level you want Engage to run on. If Agent level is chosen, each agent must enable Engage for their account. If Account level is chosen, all contacts will be automatically enrolled as they are added to Fello Connect.

Screen Shot 2022-12-21 at 10.18.08 AMYou can preview each default level as it will appear on the emails by clicking Preview Theme.

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Step 6:

Click Enable Engage.

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Step 7:

Choose whether you want the initial welcome email to be sent to contacts by checking the box next to Send Welcome Email. If you would like to view the welcome email before making the decision, click Preview Theme on the right to view each of the email campaigns.

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Step 8:

If you want to send the welcome email, you can choose to delay sending it by a certain number of days. This would apply to new contacts added to Fello Connect that might receive a separate initial email as part of an existing campaign unique to your team when they come in as a new lead. Choose the number of days to delay the welcome email in the dropdown under Welcome Email Delay.

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Step 9:

Click Save.

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