BU · Compass
Use the email address attached to your professional account. The sign-in link confirms that you control that inbox.
No code is part of the client sign-in design. You enter your email and click a time-limited sign-in link.
Start with your brand details, then finish one campaign all the way through export.
Your signed-in workspace is scoped to the market assignments associated with your verified email.
The public studio lets you explore the workflow without opening a client account. Demo changes are not saved to a private account.
The workspace adapts to a smaller screen. For a detailed print review, use a larger screen as well.
An absent email does not mean a successful sign-in. First check the address and your inbox filters.
Use individual accounts rather than sharing a sign-in link or your inbox. Team provisioning requires an authorized account change.
Use Sign out before leaving the computer. This ends the active account session.
Saving requires a valid account session. If it expires, the workspace must ask you to sign in again.
Starter assets use the identity assigned to that campus, keeping your face and contact details consistent.
Each asset has an accent field. Use an approved brand color that still reads clearly.
The studio keeps brokerage identity in the design. A cleaner layout should not remove required identification.
Campaign text changes often. Verified professional identity needs a controlled correction so every asset remains consistent.
Give the reader one reason to continue. A specific decision usually works better than a broad claim.
Add your preferred tone in Brand notes and describe the change to the assistant. Review every suggested edit.
Do not assume you have permission to use university marks. The starter designs use campus names without claiming endorsement.
Keep the original image proportions and check the crop in the actual format you plan to use.
Duplicate the project for the next assigned campus so its destination and campus text remain accurate.
Tell people what happens after they click. Keep the action useful and easy to understand.
Choose by how someone will encounter it: in person, in a feed, or in their inbox.
The invitation introduces your campus-area service. Add real event details only after they are confirmed.
Use The introduction for a portrait-led message with a concise reason to click.
The parent edit is a concise starting sheet about cost, everyday fit, and the plan after graduation.
No automatic market-data feed is connected in this release. Only add figures with a reliable, dated source.
Place it where the person can scan comfortably and understand why they should.
Use the signature as a reviewed starting layout. Email clients may handle images and formatting differently.
The HTML export has print styling. Your browser can print it or save it as a PDF.
Undo returns the active project to its previous editing state in the current tab. A reset also remains an edit you can undo.
Reset brings back the starter copy for the selected format. It does not reset your entire account.
A project keeps a goal, deadline, assets, links, and review tasks together.
It means the server acknowledged the current workspace revision. A local preview alone does not count as saved.
Signed-in workspace changes are queued automatically after a short pause in editing.
The current tab keeps its visible edits, but it cannot promise a server save while offline.
Another tab or device saved a newer revision. The workspace stops rather than overwriting it silently.
Use a name you will recognize in six months, especially when several campaigns share a campus.
Duplicating keeps a useful starting point while giving the new project its own identity.
Project links keep approved websites, documents, booking pages, or design files near the work.
Use the project’s review tasks to move from correct identity to a tested export.
A project date provides a visible reminder in the workspace. It does not schedule a campaign send.
Use a CSV with a header row. Import is a review step and sends no messages.
Email is required. Name and Consent are optional; an absent consent value remains marked for review.
Yes. A properly exported CSV quotes fields that contain commas or line breaks.
Duplicate email addresses are identified case-insensitively and excluded from the incoming list.
The importer checks email syntax, column counts, quoting, and duplicates. It does not verify that an inbox exists.
No. An import stores a record; it does not establish consent or authorize a campaign.
A list’s availability does not establish permission or suitability. Provider rules and local requirements may differ.
Preserve the suppression record in the system you actually send from. Do not reintroduce the address through a fresh import.
This workspace accepts up to 2,000 contact rows and 2 MB of CSV text per import.
Yes, use Export contacts from the campaign area. Treat the downloaded file as private client data.
This release prepares email drafts and audiences. Delivery requires a configured provider and a reviewed send workflow.
No. Account access and campaign delivery are separate. You can create assets and projects without connecting your inbox.
The From address is determined by the delivery provider you use. Exporting an HTML draft does not send or authenticate it.
It lets a delivery service prove that it is authorized to send for your domain. Use the records supplied by that specific service.
These are related sender-authentication controls. Your domain owner should coordinate them across every system that sends for you.
No setting guarantees inbox placement. Clear identity, valid authentication, suitable audiences, and relevant messages all matter.
Include accurate sender identity, a valid postal address, and a clear way to opt out. Keep the method working after the send.
Send a real test from the delivery platform, then inspect it like a recipient.
Yes. Give it the purpose and desired tone without unnecessary private details. It creates a draft for your review.
No. A project deadline is organizational. Sending and scheduling occur only in an authorized delivery system.
The workspace labels links with a source, channel, campaign, and asset name. These labels can help your analytics system group visits.
No. Opening a link and requesting a conversation are different events. Keep those outcomes separate.
The workspace does not manufacture activity. A live measurement source must be configured before traffic results can appear.
Change one meaningful element at a time and decide in advance what result matters.
Begin with the outcome the campaign is meant to produce, such as a relevant conversation or appointment.
Avoid names, email addresses, and other personal details in URLs. URLs can be shared and retained in logs.
The tools measure different events and can filter or count activity differently. A click count is not automatically a person count.
A QR link can help attribute visits, but it cannot tell you how many people saw or read the paper.
Divide the relevant campaign cost by verified inquiries for the same period. Label estimates and missing costs.
Look for a repeatable connection between useful activity and your business goal. One small campaign rarely proves causation.
It can explain the workspace, find relevant help, and suggest campaign text. Its suggestions remain drafts.
It can suggest a headline or message for the selected asset. Applying that suggestion is an explicit action.
The support assistant receives limited project context, not the entire contact list. Avoid pasting unnecessary personal information into chat.
No. It can help create and evaluate drafts, but it cannot promise traffic, appointments, closings, or investment returns.
Give the assistant a task, an audience, and a useful constraint.
It is instructed to use the supplied guidance and avoid unsupported local figures. You still need to verify publishable claims.
It can help identify a question and point you toward guidance. It cannot replace a qualified professional’s review of your situation.
The searchable help library still works. A service error should be visible rather than disguised as a successful AI response.
In a signed-in office, conversation entries are included in workspace saving. Demo conversations stay in the current tab only.
No. The current assistant offers explanations and draft changes. It does not autonomously publish or contact recipients.
In a signed-in Partner Office, use the CollegeHousing.ai Marketing connection panel above the workspace. Choose Connect accounts, authorize the networks in their secure screens, then return and choose Check connections. The Connections section explains status; it does not itself authorize a network. Connected status does not enable automatic publishing. Automated social publishing and scheduled delivery remain OFF; any future automatic publishing requires separate, explicit authorization under the current controlling product rules.
You can use reviewed CSV exports and project links today. Automatic CRM synchronization requires a dedicated integration.
Save the booking URL in Brand or the project so it is easy to open and verify.
Yes. Attach a share link with appropriate access settings to keep the design close to its campaign.
This release imports contact CSVs and exports project assets. General document and image uploads are not yet connected to file storage.
Start with the part that saves you time: consistent creative, a campaign checklist, or a reusable project.
Saving a link does not transmit your contact list. Opening an external service is governed by its own account and sharing settings.
Plan the sequence here, then configure automation in your authorized delivery platform. Record the actual setup in the project.
Keep one delivery system responsible for each campaign and review its history before sending.
Useful extensions include authenticated CRM sync, approved publishing, measured attribution, permissions, and an audit trail. Each needs a real data connection.
No. The studio includes a disclosure baseline and review tasks; it does not certify compliance for every jurisdiction or brokerage.
Required identification should remain readable in the actual published piece. A collapsed panel in an editor is not a substitute.
TREC’s rules include a broker-name size requirement relative to the largest specified contact information. Apply the current rule to the finished advertisement.
Describe objective features and the housing decision. Avoid wording that excludes or steers people based on protected characteristics.
Avoid unsupported assurances. Describe specific, sourced facts and encourage the reader to evaluate their own needs.
The source image may be unavailable or the client record may need a verified portrait. The office should not substitute another person.
Browsers, printers, and email clients can change fonts, margins, images, and pagination. The final destination needs its own review.
Test the code in the finished medium at its intended size. Preserve its light border and strong contrast.
Include enough context to reproduce the issue without exposing client data or credentials.
Review the finished piece as the recipient will see it. A successful download is only one part of readiness.
WATCH & FOLLOW ALONG
