How to Activate a Campaign

Overview

This process ensures that your preferences, budget, and requirements are captured so that we can provide personalized recommendations.

Step 1: Access Your Campaign Dashboard

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

2. Navigate to the Campaigns section from the main menu. Select the campaign you want to activate.

Step 2: Complete the Required Steps

Before activation, ensure the following steps are completed:

1. Initial Consultation

• Schedule a consultation with your buyer’s agent to discuss your property goals.

• Confirm key details such as budget, location, and property type.

2. Fact Finding

• Complete the Fact Find Form to provide detailed information about your preferences.

• This includes your desired property features, investment priorities, and any special requirements.

• If you haven’t completed the Fact Find yet, follow this guide to do so.

3. Authority to Act

• Campaigns require you to sign an Authority to Act document.

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

Step 3: Activate Your Campaign

1. Once all required steps are completed,

2. Hover over vertical ellipsis at the top right of the campaign detail page and click “Settings”.

3. Open “Stages“ tab on the pop-up {Add image of the pop-up stages tab selected}

4. Select “Activated” from the dropdown menu.

5. Click “Save” to update campaign status.

Need Help?

If you experience any issues or need further clarification, please reach out to our support team.