🎯 Goal
Build and send an email campaign in Kato, targeting either matching applicants in your CRM or a predefined marketing list, with your preferred template, personalised content, and a preview or test email before it goes out.
❓ Why
Kato's campaign builder combines your disposal data, your marketing lists, personalisation tokens, and send-time scheduling into a single flow, so you can launch professional, trackable campaigns without ever leaving Kato.
🔍 Overview
Pick your recipients (matching applicants or a marketing list), choose your template, customise the content, preview and test, then send now or schedule. The full flow takes 5–10 minutes once you know the moves.
📊 Step-by-step
1. Start the campaign from your disposal
Open the disposal. From Actions, pick either:
Email matching applicants — for targeted outreach to contacts whose requirements match this disposal (size, type, tenure, location)
Email a marketing list — for broader outreach to a pre-built list
2. Review and refine recipients
Kato shows you the matching recipients. Use filters to widen or narrow the audience — e.g. include inactive applicants, widen the search area, or drop specific contacts. This safety net lets you view and modify the recipient list before sending.
3. Select your template
Pick Single Property or Multi Property; then pick your template variant.
4. Compose your message
From — which user the email sends from
Subject — defaults from org settings, override for impact
Headings — Kato pre-fills; customise to your tone
Message body — customise. Keep short codes like
[%first_name%]in place so personalisation still works at send
5. Preview and test
Click Preview to see how it looks. Click Send Test to send yourself, a colleague, or a client a test version. Catch typos, missing images, or formatting issues here — not after launch.
6. Send or schedule
Send immediately or schedule for later. Rule of thumb: Tue/Wed/Thu, 10am–2pm tends to yield the best open rates in CRE.
✅ You've done it when…
The campaign shows as Sent (or Scheduled) in your campaign list, and you've received your own copy (if you added yourself) or a test confirming delivery and formatting.
💡 Common mistakes & pro tips
Always send a test first. The number of campaigns sent with a placeholder or broken image is non-trivial. 60 seconds of testing saves a reputational hit.
Name your campaign clearly. "147 Old St launch - v2 Oct 2025" beats "Campaign 14". Future-you reading analytics will thank you.
Respect GDPR. Kato only sends to contacts with marketing permission = Yes. If your list looks smaller than expected, that's probably why.
Don't over-send. Sending every applicant every new launch teaches them to ignore you. Be targeted.
Short codes matter.
[%first_name%]staying in place is what makes personalisation land. Delete it and everyone gets "Dear ".Marketing list upload is assisted. If you need a new list imported, send it to support@kato.app using Kato's loader format.
💬 Need Help?
📞 0203 772 8898