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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.
Ready to Start?
Log in to MyCBDesk, launch MoxiEngage, and make this holiday season your most memorable yet.
Happy Holidays 2025
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What’s guiding you home this season? May you and yours enjoy the warm embrace of being together and enjoying the simple pleasures of home. Tell us how your family savors the season!
#HolidayCheer #HomeForTheHolidays
Home is Where Life Happens
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A home is where life happens. Ready for your next chapter?
2026 Agent Marketing Plan – December 2025
| The 2026 Agent Marketing Plan is officially live — built to help you plan smarter, market stronger, and grow your business with confidence.
Here’s how to make the most of it:
Your success starts with a clear plan, and the Agent Marketing Plan is built to help you take control of your business in 2026.
Schedule a meeting with me and let’s make it your strongest year yet!
|
Your Real Estate 2025 Wrapped
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From new listings to last-minute showings and everything in between… another year of navigating the market, one notification at a time. ✨
#2025Recap #SpotifyWrapped #RealtorLife
Boost Your Real Estate Ads: Proven Strategies for Better Engagement
Boost Your Real Estate Ads: Proven Strategies for Better Engagement
When it comes to marketing your listings on social media, every click counts. But if your ads aren’t performing as expected, it’s time to rethink your approach. Whether you’re using Boost or considering direct Facebook ads, the right setup and strategy can make all the difference.
In this post, I’ll break down common pitfalls and expert tips to help Coldwell Banker agents maximize ad performance and attract qualified buyers.
Why Boost Ads Are Worth It
Boost is designed specifically for real estate professionals. Unlike generic Facebook ads, Boost ensures compliance with housing regulations and Facebook’s advertising rules—reducing the risk of ad rejection. While direct Facebook ads may seem cheaper, they often require complex setup and carry compliance risks.
Bottom line: If your goal is to reach serious buyers (not just rack up impressions), Boost is the smarter investment.
Ad Creative: What Works and What Doesn’t
Your ad copy and visuals play a huge role in engagement. Here’s what to keep in mind:
Keep It Short and Natural
Long paragraphs that require a “See More” click can turn people away. Aim for a concise, engaging paragraph that feels conversational.
Limit Emojis and Hashtags
- Use one emoji at the top as a visual hook, but avoid sprinkling them throughout.
- Hashtags? Skip them in ads. For social posts, stick to three highly targeted hashtags max.
Avoid AI Overload
AI tools are great, but don’t let them create robotic, emoji-heavy copy. Instead, ask AI to summarize your message into one short, compelling paragraph tailored for Facebook ads.
Targeting Tips: Focus Where It Matters
One of the biggest mistakes agents make is spreading ad spend too thin. Narrow your geographic targeting to the areas most likely to produce buyers for your listing. This ensures your budget works harder and your ads reach the right audience. While you can target up to 5 locations in Boost, make sure they are all worth it. I would suggest using 3 highly targeted areas.
Boost vs. Video Ads: Is It Worth Upgrading?
Boost ads typically link to your video tour, but they’re not true video ads unless you upgrade—which can cost $100+ more. If your budget is tight, stick with the standard Boost ad and optimize your copy and targeting instead.
Engagement Metrics: What to Expect
Getting users to leave their contact info is tough. Don’t panic if you’re not seeing tons of leads right away. Clicks and views are strong indicators that your ad is working. Monitor performance for at least two days after making changes before adjusting further.
Action Plan for Better Results
- Remove hashtags and minimize emojis in ad copy.
- Shorten your text to one engaging paragraph.
- Narrow your geographic targeting to key buyer locations.
- Track performance for 48 hours after updates.
Final Thoughts
Boost ads can be a powerful tool for Coldwell Banker agents—if you use them strategically. By refining your copy, targeting, and creative approach, you’ll not only improve engagement but also attract the right buyers for your listings.
Unlock the Power of Listing Concierge: Elevate Your Real Estate Marketing
Unlock the Power of Listing Concierge: Elevate Your Real Estate Marketing
As a Coldwell Banker Field Marketing Specialist, one of the most rewarding parts of my role is traveling to different offices and connecting with incredible agents. Recently, I hosted an amazing workshop at our Hoboken office where we explored one of the most powerful tools available exclusively to Coldwell Banker agents: Listing Concierge.
If you’re looking to stand out in a competitive market, attract more buyers, and impress your clients, this tool is a game-changer. Let’s dive into why.
What Is Listing Concierge?
Why Agents Love Listing Concierge
Here’s what makes this tool indispensable for real estate professionals:
1. Professional Photography That Elevates Your ListingsFirst impressions matter. With Listing Concierge, your properties are showcased with high-quality, professional photography that captures attention and builds trust with buyers.
2. Boost Exposure Through Print + Digital MarketingFrom eye-catching brochures to targeted online ads, Listing Concierge ensures your listings reach the right audience—both locally and online. This multi-channel approach helps you generate more leads and increase visibility.
3. Save Time While Impressing ClientsManaging marketing can be overwhelming. Listing Concierge takes the stress out of the process, allowing you to focus on what you do best—selling homes and building relationships.
Why This Matters in Today’s Market
In a fast-paced real estate environment, standing out is non-negotiable. Buyers are searching online, comparing listings, and making quick decisions. With Listing Concierge, you’re not just keeping up—you’re leading the way.
Ready to Elevate Your Listings?
If you’re a Coldwell Banker agent and want to learn more about how Listing Concierge can transform your marketing strategy, let’s connect!
Maximizing Your Marketing ROI: Choosing the Right Tools for Real Estate Success in 2026
Maximizing Your Marketing ROI: Choosing the Right Tools for Real Estate Success in 2026
As a real estate agent, you’ve probably felt the overwhelm of juggling multiple marketing tools—Boost, Listing Concierge, Canva, social media schedulers, and more—while wondering if any of it truly moves the needle. The truth? Marketing success isn’t about doing more; it’s about doing what works and tracking your results.
With 2026 around the corner, now is the perfect time to get strategic about your marketing spend and ROI. Here’s how to cut through the noise and make smarter decisions.
The Marketing Tool Overload
Agents often face confusing notifications, glitches, and overlapping features across platforms. For example, some tools promise listing promotion but fail to deliver clarity on how ads are targeted or measured. This leads to wasted time and money.
Before investing in any tool, ask:
- Does this align with my business goals?
- Can I track results easily?
- Is it cost-effective compared to alternatives?
Understanding ROI in Real Estate Marketing
Most agents agree: referrals and repeat clients drive the bulk of business. Broad-based advertising—postcards, neighborhood mailings, generic ads—often yields minimal returns. That’s why tracking ROI is critical.
Coldwell Banker’s 2026 Agent Marketing Plan is designed to help you monitor your marketing spend and results throughout the year. By using this plan, you can identify which strategies deliver real engagement and which ones drain your budget.
Choosing the Right Tools
Here’s a quick breakdown of popular options:
- Boost vs. Direct Facebook Ads
Boost offers compliance with housing ad laws and simplified targeting, but results vary. Direct Facebook ads give more control but require expertise. If you’re not comfortable with ad targeting, Boost may be the safer bet. - Canva Integration (Coming January)
Canva will soon be available to Coldwell Banker agents, making it easier to create branded, professional content without relying on third-party tools. - Third-Party Tools vs. Brokerage Solutions
While tools like ChatGPT and social schedulers can help, weigh their cost against the convenience of integrated solutions offered by your brokerage.
Strategies That Actually Work
- Focus on Referrals: Nurture past clients and stay top-of-mind.
- Personal Branding: Use ads to promote yourself—not just listings.
- Networking Groups: These often outperform cold advertising in generating quality leads.
Action Steps for 2026
- Audit your current marketing spend.
- Set measurable goals using the Agent Marketing Plan.
- Learn new tools like Canva and Boost.
- Invest where engagement is proven—not just where ads look good.
Final Thoughts
Marketing success in 2026 isn’t about chasing every new tool—it’s about clarity, strategy, and ROI. Start planning now, track your results, and focus on what truly grows your business.
Winter Market Mythbusters
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Winter Market Mythbusters
Think the market goes quiet in December? Not quite. From motivated year-end buyers to cozy homes that show beautifully, winter is packed with opportunity.
The truth? Serious buyers are out, homes shine in winter light, and year-end momentum can create some of the strongest deals of the season.
Ready to make the most of the winter market? Let’s connect.
Unlock Market Insights with Market Quest
Unlock Market Insights with Market Quest
In today’s competitive real estate market, data-driven decisions are essential. Coldwell Banker agents have a powerful tool at their fingertips: Market Quest in MyCBDesk. This feature allows you to create detailed market snapshots that showcase local trends, giving your clients confidence and positioning you as the neighborhood expert.
In this blog, we’ll cover:
- Benefits of Market Quest for real estate professionals
- Step-by-step instructions to create a market snapshot
- An example snapshot you can recreate in Market Quest
Why Market Quest Matters for Real Estate Agents
Market Quest is more than just a reporting tool—it’s your gateway to actionable insights. Here’s why you should use it:
- Build Credibility: Share accurate, up-to-date market data with buyers and sellers.
- Enhance Marketing: Use snapshots in listing presentations, social media posts, and email campaigns.
- Save Time: Quickly generate professional reports without manual research.
- Client Confidence: Help clients make informed decisions based on real numbers, not guesswork.
How to Create a Market Snapshot in MyCBDesk
- Open your browser and log into MyCBDesk.
- Click on the Market Quest tile to get started.
- Click the “Market Snapshot” tile on the dashboard.
- Enter your desired location in the search bar. You can search by County, City, ZIP Code, Subdivision, School District, or MLS Area.
- Use location filters to refine your search if needed.
- Choose Property Types: Select one or more (Single Family, Townhome, Condominium, Multi-Family, Mobile, Commercial, Lot/Land/Farm).
- Set a Time Period: Select a specific month and year or choose a custom date range. The default is the most recently completed month.
- Define a Price Range: Enter a minimum and/or maximum price, or leave blank for no price limit.
- Click “Update” to generate or update the Market Snapshot based on your selected criteria.
- Customize Data Points: Select up to five statistics to display by clicking “Edit Data Points.” Deselect existing data points to make room for new selections if needed.
- Choose your preferred statistics to be included in the report.
- Deselect “Show Agent Info” if you do not want your name and contact information displayed.
- Click “Save.”
- Click “Share Snapshot.”
- Download and select from the following formats to share the Market Snapshot:
- Wide: Facebook Post
- Tall: Instagram Story
- Square: Instagram Post
- Postcard Jumbo: (8.5 x 5.5 inches)
- Email the snapshot to up to three recipients at a time.
Example Market Snapshot
This type of snapshot helps clients understand whether it’s a good time to buy or sell and positions you as the go-to expert in your area.
Pro Tip for Agents
Use these snapshots in listing presentations, social media posts, and email newsletters. Pair them with your insights to show clients you’re not just sharing data—you’re interpreting it for their success.
Ready to elevate your marketing? Log in to MyCBDesk today and start creating your first Market Snapshot with Market Quest!
