John Duncan MBA BCA Licensed Real Estate Salesperson (REAA 2008)
Key 3 Summary: Preview Marketing
How to: Add a listing
How to: Enter Appraisals
Create a Marketing Calendar
Print original flyers for sold listings
How to: email a listing to contacts
How to: Enter Appraisals
Create a Marketing Calendar
Print original flyers for sold listings
How to: email a listing to contacts
Preview invitation walk-through
In Listing Entry lookup or add a listing
Click Find Buyers to open Contacts and select buyers to merge an invitation email to.
Tip: If your contacts have looking for prices filled in, you can enter a search price under the Listing tab to automatically filter buyers by price range.
- Click on the Email filter (top left) to show only buyers with email addresses.
- Click All to select all displayed contacts.
- Click on the Envelope (top right) to select and merge an email template.
Double click Preview invitation - address withheld. Note by withholding the listing's address preview attendees must contact you to obtain the property location.
You can edit the merged letter before sending, every recipient's copy will be updated. Click Email All and enter your subject line before clicking OK to deliver the invitations.
SMS preview invitations
In terms of engagement, SMS outperforms email for timeliness, response, and opening rates.
Back in Contacts click Other Selections to enable the Must Have Mobile filter.
Click All to select all contacts, then open Send SMS (top right mobile icon) to merge a text message.
Compose your invitation using the Merge Field tool to personalise the greeting. Use Add Opt Out Message to include the opt out reply instruction in the message footer.
Sent SMS messages are recorded as activity under the contacts as well as the listing.
Tip: Click Save Template to reuse your invitation message for future listings.
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