Marketing Center

The marketing center contains all of your Templates, Campaigns, and Newsletters. Anything that is sent to a client or partner can be found in this section.

Certain role permissions may be necessary to access some of the items listed below. Contact your Team or Office administrator if you’re missing permissions needed for access.


  •  Campaigns
    • Client, Partner, Mortgage campaign types
      • Main Information tab
      • Conditions tab
      • Actions tab
      • Participants tab
  •  Newsletters
    • Newsletters tab
    • Manage Newsletters (Settings)
    • Newsletters: Notifications
    • Newsletter Opt-Out tab
    • Newsletter Constraints
  • Templates
    • My Content tab
    • My Skins tab
    • Default Settings tab
  • Playbooks