Campaigns for Teams offers teams the ability to schedule social posts, email campaigns and direct mail campaigns, using team standards, with the ability to be flexible with assignees, and the ability to target the team database.
In order for that to happen, the accounts that will be used in the team Command account need to be connected, authorized, and shared with the team. The ability to connect, authorize and share accounts with the team Command account will depend on the permission level the Rainmaker has set for you:
- Standard - Team members with Standard permissions have limited access in Campaigns for Teams. These team members can preview team campaigns, with the ability to view results, but will not be able to create team Campaigns. The one exception to this is the ability to connect Facebook and Twitter accounts for social posting. This allows for the ability to not only create new social posts, but to repost social posts that other team members have created and repost to their personal business page(s) (though not to post on behalf of other team members).
- Enhanced/Unlimited - Team members with either Enhanced or Unlimited permissions have the same level of access in Campaigns for Teams, which is full access. This includes the ability to share any personal account with the team and then run a campaign (social posts, email, direct mail) on any of those shared accounts.
- The exception is the ability to run social posts for Standard permission agents. Those agent's accounts aren't actually shared with the team, but are connected to the team account for the ability to repost any team post, to their own social account.
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You will see different connected apps, depending on the account you have selected (Team or Personal).
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Once team member accounts are connected to the team, Enhanced and Unlimited team members can select default accounts and start running team campaigns.
To connect your accounts for team campaigns:
Access
1. Log in to https://agent.kw.com with your KW login credentials.
2. If your team account is not already selected, click your Name, at the top right of the page, and select your team account.
3. Click your Name, at the top right of the page, and choose Settings.
On the Connected Apps page, you will need to connect and share the accounts you want to use in Campaigns for Teams:
Social (Post Scheduling) (All Team Members)
All team members have the ability to go to the team Connected Apps settings page and connect a social account for social posting purposes. Every team member then has the ability to create social posts, in the team Command account, for a Facebook Business Page connected to the social account they personally connected in team settings.
In addition, Enhanced/Unlimited team members can share their social posting accounts with the team, where any Enhanced/Unlimited team member would be able to create social posts for the shared account.
Facebook (Post Scheduling)
1. Find the Facebook (Ads Manager) app connection, and click Connect Account.
2. A pop-up box will have you login to your personal Facebook account to connect. Login to the Facebook account attached to the Facebook Business Page you want to connect.
3. On the second screen, click Continue to give the Keller Williams API access to this Facebook account, in order to send data from Command to Facebook.
4. You will see a list of all of the Facebook Business Pages associated with that Facebook login. Check the boxes next to all of the associated pages you want to connect with Command.
5. If you have Enhanced or Unlimited permissions, you also have the option to share these associated Facebook Business Pages with the team. This would enable any Enhanced/Unlimited team member to have the ability to create social posts for the shared pages. Turn on the Share with Team toggle button for each page that you want to share with the team (the box next to the page must be checked in order to do this).
6. Click Connect to finalize the connection.
Instagram (Post Scheduling)
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Before you can connect your account, there are a few things to do to set up for success:
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1. Find the Instagram (Post Scheduling) connection, and click Connect Account.
2. A pop-up box will have you login to your personal Facebook account to connect. Login to the Facebook account attached to the Facebook Business Page that is attached to the Instagram account you want to connect.
3. A pop-up will appear to continue to API permissions, click Continue.
4. On the next screen, click Continue to give the Keller Williams API access to this connect Instagram account, in order to send data from Command to Facebook/Instagram.
5. A list of your Facebook Business Pages (associated with your FB login) that have Instagram accounts attached will appear, select the page associated with your Instagram account. Select the page(s) you want to connect.
6. If you have Enhanced or Unlimited permissions, you also have the option to share these associated page(s) with the team. This would enable any Enhanced/Unlimited team member to have the ability to create social posts for the shared pages. Turn on the Share with Team toggle button for each page that you want to share with the team (the box next to the page must be checked in order to do this).
7. Click Connect when you are ready.
Twitter (Post Scheduling)
1. Find the Twitter (Post Scheduling) app connection, and click Connect Account.
2. A pop-up box will have you login to your Twitter account to connect. Enter your login and authorize the connection to Command.
If you have Standard permissions, you are all set to post to this account, in the team Command account.
5. If you have Enhanced or Unlimited permissions, you also have the option to share the associated Twitter account with the team. This would enable any Enhanced/Unlimited team member to have the ability to create social posts for the shared account. Find the Twitter (Post Scheduling) app connection, and click Manage.
6. Turn on the Share with Team toggle button for this account. There is no save button, you can exit this popup.
Paid Ads (Enhanced/Unlimited Only)
In order to run team Paid Ads, team members with Enhanced and Unlimited permissions must first connect social accounts your team is going to run these team campaigns on.
- Team members with Standard permissions are not able to access Paid Ads.
Once these accounts are connected and shared on the team Connected Apps settings page, any enhanced/unlimited team member can run a team paid ad campaign using that account. All leads will be team-owned and will either utilize lead routing or go straight to the lead pool.
Email Marketing (Enhanced/Unlimited Only)
Command Email
Command email is the official automatic email provider in Command. When sending a team email campaign through the Campaigns applet, the team member who creates the email campaign will have the option of using Command Email or MailChimp. There is nothing you have to do to set this up, but your team has the ability to make any Enhanced/Unlimited permissioned team member's Command Email account the default email account for your team.
- You can only have one default Command Email account at any one time. You may only use the default Command Email account to run an email campaign.
Mailchimp
1. Find the Mailchimp (Email Campaigns) connection, and click Connect Account.
2. A pop-up box will have you login to your Mailchimp account to connect. Enter your login and authorize the connection to Command.
3. Now we need to share the newly connected Mailchimp account with the team. Find the Mailchimp (Email Campaigns) connection, and click Manage.
4. Turn on the Share with Team toggle button.
When sending a team email campaign through the Campaigns applet, the team member who creates the email campaign will have the option of using Command Email or MailChimp.
- To learn how to create and activate a free MailChimp account, visit: https://mailchimp.com/help/create-an-account/
- To learn how to verify an email domain in MailChimp, visit: https://mailchimp.com/help/verify-a-domain/