Step by step guide to setting up automated email campaigns in Wiseagent

Automated email campaigns can save you hours of repetitive work—and, if you do it right, can actually get you more replies and closed deals. This guide is for anyone using Wiseagent (yep, that one) who wants to set up drip emails, nurture sequences, or just stop sending the same “just checking in” note over and over.

No marketing buzzwords here—just what you need to know to get your first real campaign out the door, and what’s worth skipping.


Why bother with automated email in Wiseagent?

Let’s be blunt: Wiseagent’s email automation isn’t trying to be HubSpot. It’s built mainly for real estate pros who want to stay in front of their leads without living in their inbox. If you want fancy segmentation or AI-powered anything, look elsewhere. But if you want to:

  • Send drip campaigns to new leads
  • Remind past clients you exist
  • Follow up automatically on birthdays or anniversaries

...then Wiseagent’s Campaigns and Mass Email tools are good enough—assuming you don’t expect magic.


Step 1: Get your contacts organized first

Automated emails are useless if you’re blasting the wrong people. Before you even open the Campaigns tab:

  • Clean up your contact list. Merge duplicates, delete bad emails, and fix typos.
  • Tag or categorize your contacts. Wiseagent lets you add categories (like “Buyers,” “Sellers,” “Past Clients”) or special tags. Use these so you can send the right messages to the right folks.

Pro Tip: If all your contacts are just dumped into “General,” you’ll end up sending irrelevant stuff—and people will unsubscribe or ignore you.


Step 2: Decide what kind of campaign you actually need

Wiseagent gives you two main ways to send automated emails:

  • Drip Campaigns (called “Campaigns” in Wiseagent): These are sequences of emails that go out over days, weeks, or months—great for new leads or long-term follow-ups.
  • Mass Email: One-off blasts to a group (think: monthly newsletter).

Don’t overcomplicate this. If you’re just starting, focus on drip campaigns. You can always send out a mass email later.


Step 3: Write your email templates (don’t just use the defaults)

Now for the part everyone rushes, but shouldn’t: the actual emails. Wiseagent gives you some pre-made templates, but honestly? Most of them sound generic, and your leads have seen them before.

  • Write your own, or heavily edit the templates. Use your real voice.
  • Keep it short and personal. Most people are reading on their phones.
  • Add merge fields (like “First Name”) so it feels personal, not spammy.
  • Always test for broken links, typos, or weird formatting.

What to skip: Don’t cram every email full of listings or hard sells. You’re not a robot—don’t sound like one.


Step 4: Set up your campaign in Wiseagent

Here’s where you actually build the automation.

  1. Log in and go to the “Marketing” tab.
  2. Select “Campaigns.” This is Wiseagent’s drip email system.
  3. Click “Add Campaign.” Give it a name you’ll remember (“New Buyer Drip” beats “Campaign 1”).
  4. Choose your campaign type. Drip is usually what you want—scheduled emails sent out automatically.
  5. Add your emails.
  6. Click “Add Step” to create each email in the sequence.
  7. Set the delay (e.g., 0 days for the first email, 3 days for the next, etc.).
  8. Paste your template, add your merge fields, and preview.
  9. Review the timing. Spread your emails out—don’t hammer new leads every day.

Real Talk: Wiseagent’s campaign builder isn’t the fanciest, and you can’t do advanced branching logic. Stick to simple, linear sequences.


Step 5: Assign contacts to your campaign

Now that your campaign is built, you’ve got to actually put people into it.

  • Go to your contacts list.
  • Use filters to find the right group (by tag, category, etc.).
  • Select the contacts you want.
  • Click “Assign to Campaign” (sometimes called “Add to Drip Campaigns”).
  • Pick your campaign from the list.

Watch out: If you add people who already got these emails, they’ll get them again—be careful with repeat assignments.


Step 6: Set up your sending details

Before anything goes out:

  • Check your sending email address. Make sure it’s your business email, and that it’s verified in Wiseagent’s settings.
  • Set sending limits. Wiseagent puts caps on how many emails you can send per day. If you go over, emails may be delayed or not sent at all.
  • Double-check time zones. You don’t want your “Good morning!” email landing at 2am.

Pro Tip: Send yourself a test of each email in the campaign. Wiseagent lets you do this—use it.


Step 7: Hit start, then actually watch what happens

You’re ready to launch. But don’t walk away thinking it’s done.

  • Monitor your campaign. Wiseagent tracks opens and clicks (basic, but better than nothing).
  • Watch for bounces or spam complaints. If you see high bounce rates, check your contact list for bad addresses.
  • Tweak as you go. If nobody opens the third email, rewrite it or change the timing.

Don’t chase perfection: Your first version won’t be perfect. That’s fine. Iterate.


What works (and what doesn’t) in Wiseagent’s email automation

What’s solid:

  • Basic drip campaigns for new leads or follow-ups.
  • Simple birthday/anniversary reminders.
  • Mass email for newsletters, as long as your list isn’t huge.

What’s lacking:

  • No advanced segmentation or triggers. You can’t send different emails based on clicks or behavior.
  • No built-in A/B testing. You’ll have to guess and check.
  • Limited analytics. Don’t expect deep insights.

Bottom line: Wiseagent’s automation is “just enough” for most solo agents or small teams. If you want to run complicated, behavior-driven campaigns, you’ll need a more robust tool (and more patience).


Pro Tips for Better Results

  • Keep your lists clean. Quality beats quantity every time.
  • Don’t bombard people. Err on the side of fewer emails, spaced out more.
  • Personalize, personalize, personalize. Even a simple “Hi [First Name]” helps.
  • Set a calendar reminder to review campaigns monthly. Old info or broken links creep in fast.
  • Be ready to pick up the phone. Automated emails work best when they tee up a real conversation, not replace it.

Keep it simple—then tweak

You don’t need a 15-email sequence to start. Begin with 3–5 emails, keep them useful, and see what actually gets responses. Adjust as you go. The best thing about automation is that it saves you time—but only if you keep it straightforward.

Don’t get lost in the weeds. Set up your first campaign, learn what works, and build from there. That’s how the pros do it (even if they pretend otherwise).