How to Set Up Your Holiday Campaign in MoxiEngage

How to Set Up Your Holiday Campaign in MoxiEngage (and Why Customization Wins Big)

The holidays are the perfect time to strengthen relationships with your sphere of influence. A well-executed email campaign keeps you top-of-mind and shows clients you care. If you’re a Coldwell Banker agent, MoxiEngage makes this easy with its pre-built Holiday Campaign—but the real magic happens when you add your personal touch.

In this guide, we’ll walk you through how to set up the Holiday Campaign in MoxiEngage and share advanced tips for customizing your emails for maximum impact.

Step-by-Step: Setting Up the Holiday Campaign in MoxiEngage

Step 1: Access the Holiday Campaign

Log in to MyCBDesk.
Click the MoxiWorks Product Suite tile.
Select Engage from the top menu bar.
Click Campaigns in the navigation menu to open the Campaigns Dashboard.

Step 2: Add the Holiday Campaign

Click Add from Library.
Search for CB| Holiday 2026Campaign
Click Preview to review the schedule and pre-branded e-flyers.
Click Add to Campaigns to include it in your dashboard.
Refresh the page if it doesn’t appear immediately.

Step 3: Customize the Campaign

Open the Holiday Campaign from your dashboard.
Rename the campaign if desired.
Click Edit Schedule to adjust send dates or remove holidays.
Save your changes.

Step 4: Assign Recipients

Click Setup on the campaign dashboard.
Select Add Recipients from your database or contact groups.
Use Groups to add all current contacts at once.
Save and wait for the system to process.

Step 5: Activate the Campaign

When the Run Campaign button turns blue, click it to activate.
Emails will send automatically based on your schedule.

Step 6: Monitor Campaign Analytics

Track performance on the dashboard:

Open Rate – Who opened your email?
Click Rate – Who engaged with links?
Unsubscribe Rate – Who opted out?

Click the blue links for detailed recipient data.

Advanced Strategy: Personalize Each Email for Maximum Impact

While the default Holiday Campaign is convenient, customizing each email with your own photos and messaging can dramatically improve engagement. Here’s why:

Why Personalization Matters

Builds Trust: Clients feel valued when they see authentic content.
Boosts Engagement: Personalized emails often have higher open and click rates.
Showcases Your Brand: Your voice and visuals make you stand out from other agents.

How to Customize Like a Pro

Swap Stock Images for Your Own Photos
- Use pictures from local holiday events or your own festive home décor.
- This makes your email feel warm and relatable.
Add a Personal Message
- Instead of generic greetings, write a short note about what the season means to you.
- Example: Share a local holiday tradition or a quick market insight for the new year.
Include a Call-to-Action
- Invite clients to reach out for a market update or schedule a consultation.
- Position yourself as the go-to resource for real estate advice.
Test and Track
- Compare engagement metrics between standard and customized emails.
- Use insights to refine future campaigns.

The Bottom Line

Setting up the Holiday Campaign in MoxiEngage is quick and effective—but adding your personal touch can turn a simple email into a powerful relationship-building tool. This season, go beyond “set it and forget it.” Show your clients you care with authentic, customized messaging.