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How to Move a Campaign from Inactive to Activated

This process enables you to activate a campaign once all the required steps have been completed, so your buyer’s agent can begin sourcing and negotiating on your behalf.

Overview

Activating your campaign allows your buyer’s agent to begin searching for and negotiating properties based on your requirements.


Step-by-Step Guide

Step 1: Access Your Campaign Dashboard

  • Log in to your Buyer’s Agent Online portal.

  • Navigate to the Campaigns section from the main menu.

  • Locate the campaign in Inactive campaign list.


Step 2: Complete the Required Steps

Before activating a campaign, ensure the following steps are completed.

1. Initial Consultation

  • Book a consultation with your buyer’s agent.

    • Discuss your property goals, budget, and preferences.

2. Fact Find Form

  • Complete the Fact Find form to capture detailed property requirements.

    • This includes your ideal property features, preferred locations, and investment goals.

3. Authority to Act

  • Fill out the Authority to Act document.

    • This grants your buyer’s agent permission to act and negotiate on your behalf.


Step 3: Activate the Campaign

  • On the campaign card or

  • Campaign details page, click the vertical ellipsis (⋮) at the top right.

  • Select Settings from the dropdown menu.

  • In the pop-up, open the Stages tab.

  • From the status dropdown, select Activated.

  • Fill in the required fields in the settings tab

  • Click Update Campaign to confirm and update the campaign status.


Campaign Activated

Your campaign is now active. Your buyer’s agent can begin searching for and negotiating properties based on your requirements.


Need Help?

If you are unable to activate your campaign or have questions about any step, please reach out to our support team for assistance.

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