Setting up a campaign
Pick a campaign type, template and filter in the wizard. (3 min)What’s changed: Campaigns now live under Marketing → Campaigns instead of inside each county. Click New campaign and the first step asks which counties it covers: all active counties, some, or one. Choosing the type, template and filter works as shown. See Campaigns.
Creating letter templates
Upload a Word letter, add merge fields and test it. (3 min)Qualifying prospects with filters
Build a filter you can reuse and preview how many people match. (5 min)Advanced filters: fault, injury and rideshare
Find prospects other firms overlook. (3 min, beta)Run a campaign for one prospect
Send one person’s materials right away from the Prospects list. (2 min)Connecting Facebook for custom audiences
Sync your prospects to a Facebook ad audience (Facebook add-on). (3 min)What’s changed: You now connect Facebook once for your whole account, under Settings → Integrations, instead of on each county. One connection covers every county you subscribe to, and the Facebook screens are the same. Then create a Custom audience campaign to choose which prospects sync. See Meta audiences.