How to Navigate the Marketing Tab

The Marketing Tab in Jumpalead is your command center for connecting with leads through email, SMS, social media, and more. Whether you’re running a one-off blast or a full-on campaign, this is where the magic happens.

🔍 Overview: What You’ll Find in the Marketing Tab

The Marketing tab includes multiple tools and views, including:

Campaigns

Create and manage email or SMS campaigns. Track opens, clicks, responses, and conversions all from one dashboard.

Templates

Browse prebuilt templates or design your own branded email and SMS messages - fast and easy.

Social Planner

Plan, schedule, and post to Facebook, Instagram, and other platforms with the built-in social media scheduler.

Content AI

Generate ad copy, emails, blog content, and more using AI-powered writing tools. A real time-saver for marketers and agents alike.

Trigger Links

Create smart links that track who clicks, when, and how often. Perfect for call-to-action tracking. 

Form Builder

Design forms to collect leads from landing pages, social media, or your website - fully integrated with your CRM.

📤 How to Send a Campaign(Quick Steps)

  1. Click the “Campaigns” tab
  2. Choose + New Campaign > Email or SMS
  3. Select a contact list or smart list to send to
  4. Design your message (or use a template)
  5. Schedule or send immediately
  6. Track performance in real time

🧠 Pro Tip: Use Smart Lists for Smarter Marketing

Smart Lists update automatically based on your contact filters (like new leads, hot prospects, or open-home attendees). When you send campaigns to these lists, you're always targeting the right people at the right time.

🎯 Why Use the Marketing Tab?

  • Run consistent, branded outreach across channels
  • Save time with templates and automation
  • Increase lead engagement with AI-assisted content
  • Track ROI on every campaign
  • Drive listings, appraisals, and sales on autopilot

💬 Common Uses for the Marketing Tab

  • Use Case
  • Tool
  • Announce a new listing
  • Email or SMS Campaign
  • Send a follow-up after open homes
  • Smart List + Campaign
  • Promote a property spotlight
  • Social Planner
  • Launch a price drop alert
  • Email Campaign
  • Nurture cold leads
  • Drip Sequence via Campaigns
  • Share a testimonial video
  • Social Planner + Trigger Link

🛠 Troubleshooting Tips

  • Contacts not appearing? Make sure your list is active and synced.
  • Email bouncing? Check if you’ve verified your sending domain.
  • AI not loading? Try refreshing or clearing your browser cache.
  • Need help building a campaign? Use a template to get started fast or contact support.

🚀 Summary

The Marketing Tab brings together everything you need to grow your brand, engage leads, and stay top-of-mind - all from one smart dashboard.

So go ahead - schedule that campaign, post that reel, or draft that high-converting email. Jumpalead’s Marketing Tab is here to make it easier.

Still need help?
If something’s not working or you just need a hand, we’re here to help. Reach out and we’ll get back to you as soon as we can.
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