🎯 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)
Open your disposal → click Campaigns → New campaign.
Select your marketing list. Contacts with unsubscribed / GDPR-opted-out status are excluded automatically.
Choose a template, Kato's default, or one of your agency's custom templates.
Edit the subject line and opening copy. Keep it short and specific, think location, size, rent.
Preview. Send a test to yourself first.
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.
💬 Need Help?
Share feedback or get support:
📞 0203 772 8898
