Knowledge Base
Last Updated: April 5, 2025
Welcome to Axiom
Welcome to the Axiom Knowledge Base! Here you'll find everything you need to know about using our platform to manage your real estate business effectively. Whether you're just getting started or looking to master advanced features, our guides and tutorials will help you make the most of Axiom.
Quick Links
New to Axiom? We recommend starting with our First Steps Guide to get your account set up properly.
Platform Overview Video
This 5-minute video provides an overview of Axiom's key features and how they can help streamline your real estate business.
Setting Up Your Account
Properly setting up your Axiom account is the first step to success. This guide will walk you through the essential configuration steps to get your account ready for use.
Key Setup Steps
Complete Your Profile
Add your personal information, company details, and upload your profile photo to personalize your account.
Set Brand Preferences
Upload your logo, set brand colors, and customize email signatures to maintain consistent branding.
Configure Notification Settings
Choose how and when you receive notifications about contacts, properties, and campaign activities.
Add Team Members
Invite team members and assign appropriate roles and permissions based on their responsibilities.
Account Setup Tutorial
This comprehensive tutorial guides you through setting up your Axiom account from start to finish.
Adding Contacts
Your contact database is the heart of your Axiom experience. Learn how to add, organize, and manage your contacts effectively.
Methods for Adding Contacts
| Method | Best For | Description |
|---|---|---|
| Manual Entry | Individual contacts | Add contacts one at a time with detailed information |
| CSV Import | Existing databases | Bulk import contacts from spreadsheets or other CRMs |
| Business Card Scanner | Networking events | Quickly scan business cards using the mobile app |
| Web Form Integration | Website lead capture | Automatically capture leads from your website |
Important: Ensure you have proper consent before adding contacts to your database to comply with privacy regulations like GDPR and CCPA.
Adding & Managing Contacts Tutorial
Learn how to add, import, organize, and manage your contacts in Axiom to build an effective customer database.
Creating Email Campaigns
Email marketing is a powerful tool for real estate professionals. Learn how to create, send, and track effective email campaigns using Axiom's campaign tools.
Campaign Creation Process
Create Campaign
Start a new campaign and set your campaign goals and strategy.
Select Audience
Choose which contact segments will receive your campaign.
Design Email
Create your email content using the drag-and-drop editor or templates.
Schedule & Send
Schedule your campaign for the optimal time or send immediately.
Track Results
Monitor opens, clicks, and conversions to measure campaign effectiveness.
Pro Tip: A/B test different subject lines to find what resonates best with your audience. Axiom makes it easy to create up to 3 variations and will automatically send the winning version to the rest of your list.
Email Campaign Creation Tutorial
This step-by-step tutorial shows you how to create, design, and send effective email campaigns to your contacts.