Marketing
AI campaign building, automation, content, audiences, web experiences, channels and performance.
Building a Campaign with AI
Turn a plain-English campaign brief into an editable, compliance-checked draft that sends nothing until you activate it.
Creating and Monitoring Marketing Workflows
Build internal automation from triggers, conditions, and actions, then confirm its executions in Workflow Runs.
Campaign Sequences Overview
Use event-driven sequences, migrated legacy drips, and centralized suppression rules from one workspace.
Event-Driven Sequences and Legacy Drips
Choose the current event-driven engine and understand how older drip campaigns are migrated.
Campaign Suppression Rules
Understand quiet hours, opt-outs, attempt handling, and the compliance controls checked before sequence messages send.
Managing Communication Templates
Review FastIQ starter email templates and create organization-specific reusable email content.
Configuring Mailgun Email
Connect an organization Mailgun account for outbound FastIQ email.
Configuring Twilio SMS and Voice
Connect an organization Twilio account and test the integration.
Creating Product Landing Pages
Build product-specific public pages with a built-in rate funnel, then manage their links and conversion.
Using the FastIQ Website Builder
Manage website pages, theme, navigation, media, reviews, analytics, and publication state.
Embedding a Partner Rate Widget
Create a widget partner, restrict allowed domains, and install the approved SDK, iframe, or JavaScript embed.
Embedding the Four-Step Rate Funnel
Install the partner funnel and understand its purpose, property, finance, and contact steps.
Creating a Borrower Property Comparison
Compare two to four homes or programs using all-in housing cost, cash to close, planning DTI, and a multi-year horizon.
Configuring External Lead Sources
Create tenant-specific lead sources, generate private delivery URLs, and control attribution, duplicates, and routing.
Connecting Internet Lead Providers
Choose the correct FastIQ delivery method for LendingTree, Free Rate Update, Bankrate, NerdWallet, rate marketplaces, MRC, Zillow, Realtor.com, and Redfin.
Setting Up LendingTree Lead Delivery
Connect LendingTree to its native FastIQ adapter, provide purpose-specific posting URLs, and certify delivery with a test lead.
Setting Up Free Rate Update Lead Delivery
Connect Free Rate Update to its native FastIQ form adapter and verify purchase, refinance, and home-equity purpose mapping.
Connecting Bankrate, NerdWallet, Rate Marketplaces, and MRC
Create isolated posting URLs for major mortgage marketplaces and translate each provider payload into the FastIQ lead model.
Connecting Zillow, Realtor.com, and Redfin Leads
Receive real-estate portal leads through tenant-specific posting URLs and route incomplete mortgage inquiries safely.
Managing Posting URLs and Sub-Sources
Separate providers and campaigns with revocable URLs, named sub-sources, route defaults, and delivery evidence.
Building Lead Segments
Group leads using lifecycle, trust, financial, signal, communication, and enrollment rules.
Using the Marketing Lifecycle Map
Find outreach coverage gaps and connect campaigns or segments to the appropriate lifecycle stage.
Reading Marketing and POS Performance
Compare campaign performance and measure account-to-application activity from company and loan-officer POS links.
Lead Source ROI
Compare source cost, revenue, conversion, and full-funnel progress for a selected date range.
Can't find what you need? Email joseph@usefast.ai.