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

1. 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.
2. 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.
3. 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.
4. 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.

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.