The Quick Setup Marketing Wizard inside BNTouch is the answer to “automated marketing involves too many moving parts.” It walks you through configuring a campaign through a series of yes/no questions covering database choice (mortgages, partners, recruiting), record filters (specific groups, in-processing stage), participant co-branding, and the critical decision of whether to start the campaign on existing records or only new ones going forward. The output is a campaign that is correctly configured on day one, with the trigger logic the wizard built automatically attached.
“Automating your marketing campaigns is the best way to save time and reach more clients and partners. However, automated marketing involves many moving parts, and this complication can make the entire process seem difficult” [XT7f9X4hwnw m0]. That is the honest framing. Campaign building from scratch involves a lot of decisions in a specific order: which database to target, what filters to apply, what participants to involve, what triggers to set, whether to start on existing records.
The wizard wraps all those decisions in a guided yes/no flow. The result is the same campaign you would build manually, configured correctly the first time.
Where the wizard lives
“For each campaign in your crm you will see a quick setup button to the right. When you click this button you’ll get a confirmation message, click ok to start the wizard” [XT7f9X4hwnw m1]. So the wizard is per-campaign, not per-account. You pick the campaign you want to configure and click quick setup next to it.
“The quick setup wizard will ask you a series of [questions]” [XT7f9X4hwnw m1]. From here the wizard walks you through the configuration in order.
Question 1: which database does this campaign target
“If you only want borrowers or only partners to receive the campaign, use the for records in selected databases option and choose the appropriate database” [XT7f9X4hwnw m3]. Borrower databases for mortgage records. Partner databases for realtor and other partner records. Recruiting database if you have that feature on. Pick the right one before continuing because the rest of the wizard scopes its questions to that database.
Question 2: which records (filter by group or stage)
“You can apply specific groups to a campaign using the for records in selected groups option” [XT7f9X4hwnw m4]. So if you want this campaign to target only “past borrowers, 18-36 months from funding,” you select that group as the filter.
If your campaign should target only records currently in a specific processing stage: “If the campaign targets only records that are currently in processing, you can use for records in selected in processing stage to choose which stage” [XT7f9X4hwnw m4]. Useful for stage-specific campaigns like a “ready to lock” SMS sequence that should fire only on records that hit a specific in-process status.
Question 3: participants and co-branding
“To be added to the marketing material for this campaign, click yes with selected participant type” [XT7f9X4hwnw m5]. So if the campaign is co-branded (you and a partner buying agent both appear in the marketing material), you specify the participant type here. The wizard then asks whether to use an existing template that supports co-branding or create one from scratch.
The critical decision: start on existing records or only new ones
This is the question that catches most teams off-guard. “If you don’t want the campaign to start for your current records but do want it to start automatically for any new records that match your criteria, choose the second or third options: no, do not start campaign for existing [records]” [XT7f9X4hwnw m6].
The reason this matters: most new automation campaigns should run on existing records too, but some should not. A “welcome new borrower” campaign should run only on borrowers who newly enter (not on past borrowers who already got their welcome). A “refinance opportunity” campaign should run on existing past borrowers immediately because that is where the opportunity already lives. The wizard asks which behavior you want; pick correctly.
The preview screen
Before saving, the wizard shows a preview of what is about to happen. “This will show how many records were removed from the campaign and how many triggers were deleted [if any], and for all other options you’ll also see how many records were added to the campaign from your current records” [XT7f9X4hwnw m7].
So the wizard shows you the exact impact of the configuration: 152 records will be added immediately, 24 will be queued for the first step. This is the equivalent of the DB check preview in the manual trigger editor, but built into the wizard flow.
Content Exchange integration: pre-built campaigns through the wizard
One unexpectedly useful path. The wizard can also be triggered from a pre-built campaign in the Content Exchange. “You can click the add to my bn touch button to start the quick setup wizard and add the campaign to your campaign list. The process will be the same as before, but starting from the content [exchange will let you skip the campaign creation step]” [XT7f9X4hwnw m8].
So you can pick a BNTouch pre-built campaign (e.g., a new-lead nurture sequence or a refinance opportunity drip), click add to my BNTouch, and the wizard guides you through configuring that pre-built campaign for your specific account. The campaign content is already done; the wizard handles the trigger and audience configuration.
A specific scenario: launching the first refinance opportunity campaign
You have never run a refinance opportunity campaign and your team has 1,200 past borrowers. The path of least resistance:
Go to Content Exchange, find the BNTouch pre-built refinance opportunity campaign, click add to my BNTouch.
Wizard opens. Pick mortgages database.
Filter: select your past borrowers group (or a stricter group like “past borrowers with rate above current market plus 0.5%”).
Participant: skip (the campaign is solo, not co-branded).
Critical decision: yes, start on existing records.
Preview shows: 312 borrowers will be added immediately.
Confirm. Campaign is live.
Total time invested: under 10 minutes. Total decisions made: 5. Campaign running on 312 past borrowers, with structured drip and triggers configured to add new borrowers as they become eligible.
When to use the wizard vs the manual editor
Use the wizard for:
First time building a new campaign in an unfamiliar shape.
Adopting a Content Exchange pre-built campaign.
Setting up a stage-specific campaign (the in-processing stage filter is much easier through the wizard).
Cases where the existing-vs-new-records decision needs to be made explicitly.
Use the manual editor (step list + triggers tab) for:
Customizing an existing campaign that the wizard already set up.
Building complex trigger combinations the wizard does not surface directly.
Fine-tuning individual step content, templates, and meta tag usage.
Honest limits
The wizard makes good defaults but is not custom. If your campaign needs a non-standard trigger combination (multiple AND conditions, a custom field comparison the wizard does not expose), you will need to drop into the manual triggers tab to refine after the wizard finishes.
The existing-records decision is irreversible-ish. If you accidentally enroll 800 records when you meant to enroll only new ones going forward, you can use bulk remove from the campaign to clean up, but the records will have already started receiving the first step. Choose carefully.
Preview counts are point-in-time. They show records matching at the moment of preview. Records that become eligible after you save the campaign get added as the triggers fire on field changes; the preview does not predict that.
The wizard does not check trigger logic for conflicts. If you set up a trigger combination that contradicts itself, the wizard will save it; you only notice when the campaign does not enroll anyone or enrolls the wrong people. Always sanity-check the preview count against expectations.
Try the wizard on a real campaign
To walk through the quick setup wizard on a real campaign with your own data, request a demo and ask the BNTouch team to launch a pre-built Content Exchange campaign through the wizard. The mortgage CRM page covers the underlying campaign engine.
