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Step 6: Campaigns and Marketing lists

Written by Max Kemplen

🎯 Goal

Send a targeted email campaign for a disposal, chosen list, chosen template, branded, tracked, in under ten minutes.


❓ Why

Campaigns multiply the reach of a single disposal beyond your direct enquiries and society circulation. Paired with well-maintained marketing lists from your CRM, they drive measurable inbound interest, and the reporting shows exactly which contacts engaged, so you know who to follow up first.

🔍 What's covered

  • Creating a single-property email campaign

  • Selecting and editing a marketing list

  • Choosing and using email templates

  • Customising email content and messaging

  • Previewing the campaign

  • Sending or scheduling the campaign

📊 Quick Start (2 minutes)

  1. Open your disposal → click Campaigns → New campaign.

  2. Select your marketing list. Contacts with unsubscribed / GDPR-opted-out status are excluded automatically. If you notice less contacts appearing in your marketing list email, this would be why.

  3. Choose a template, Kato's default, or one of your agency's custom templates.

  4. Edit the subject line and opening copy. Keep it short and specific, think location, size, rent.

  5. Preview. Send a test to yourself first.

  6. Send now, or schedule for a send window that matches your market.

💡 Common mistakes & pro tips

  • Maintain your marketing lists. Stale lists kill deliverability. Use the CRM to keep lists up to date and prune non-engaging contacts quarterly.

  • Check GDPR preferences on contacts before adding to a list. Kato enforces, but knowing who you can and can't email is your responsibility.

  • Multi-property campaigns are available for broader reach as a optional Bolt-on. once unlocked for your org, open the disposals list, select multiple, and launch a combined campaign.

  • Review campaign analytics after 48 hours. Opens and clicks route back to the CRM, follow up on the engaged contacts first.

  • Website link within the campaign doesn't take you to the advert on your website. To address these issues, ensure the disposal in your campaign is published to your website via Kato. Ensure you leave enough time from publishing the property before sending the campaign email as your web team may take a few hours to put the advert on your website.

  • Looking to merge contacts from different campaigns onto one list and remove duplicates? You can merge contacts from different marketing lists onto one list by using bulk actions in your CRM tab and clicking bulk update > add to marketing list > select the list.


💬 Need Help?

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