Best practices before launching your campaign

Before launching your campaign in Invelo, it’s important to make sure everything is properly set up and aligned with your goals. Since campaigns are created and launched from the Prospects stage, taking a few extra minutes to prepare can significantly improve deliverability, response rates, and overall performance.

Below are the key best practices to follow before you launch.

1. Use the “Find Owner” feature – Verify each property’s most up-to-date owner to ensure your marketing reaches the right person.

2. Skip trace for contact details – Use Invelo’s skip tracing tools to collect accurate phone numbers, email addresses, and mailing addresses for each property owner.

3. Double-check your templates – Review all campaign templates for spelling, personalization, formatting, and a clear call-to-action before sending.

4. Segment your list strategically – Group prospects based on criteria like property type, location, motivation level, or equity to send targeted and relevant messages.

5. Clean your list – Remove contacts who are on Do Not Contact (DNC) lists, involved in litigation, or otherwise ineligible to ensure compliance and maximize campaign effectiveness.

Final checklist before launch

✔ Prospects are cleaned and segmented
✔ Templates are proofread and personalized
✔ Sender profiles are verified
✔ Campaign goal is clearly defined
✔ Follow-up process is ready

Taking these steps ensures your campaign launches smoothly and performs at its highest potential.

When everything is aligned, you’re ready to confidently launch your campaign from the Prospects stage and start generating conversations.