- Export a list of addresses and open in Excel.
- Right-click insert an empty column next to the Capital Value column, then enter 200000 as text into the first cell.
- Select the '200000' cell and right-click copy.
- Select all of the CV cells and right click Paste Special -> Add
In this cheat sheet we're going to modify a CSV of Property Smarts property records.
In our direct mail campaign we're going to merge an expected sale price into the recipient's letter by adding 200k to their current value. 200k is the average premium over RV for our farming area.
If the currency formatting is kept in its original style, the commas will break the sequence when imported into SalesPartner. The solution is to copy the column into Wordpad, then use Find & Replace to change commas into '^'. The next trick is to remove any surplus spacing using a tool like https://www.textcleanr.com/
Then copy the column back into Excel next to the original CV column so you can check that the layout is consistent.
Rebuilding commas explained:
Right click the column to reinstate accounting format (hide the symbol).
In Wordpad, use Find & Replace to switch commas to '^'.
Removing all spaces:
Paste the column back into Excel and check the top and bottom cells match.
Converting the ^ symbol back into commas during import using the dedicated string tool:
Now we can merge the potential vendor's expected sale price into our prospecting letter:
SalesPartner can generate a QR code for your website, property URL and much more.
Open More, Settings, Miscellaneous, QR Code to Clipboard
Paste your URL and click OK
The QR code is ready to paste into your real estate flyer, letter, or poster.
Here we paste in the QR code for our Call To Action appraisal generation letter.
How to import a CSV list of property addresses from Property Smarts into SalesPartner for Direct Mail canvassing.
We've loaded the filter to target properties that are similar to a recent sale, there are around 30 dwellings that match our criteria. Our key parameters: Age, RV, Date last sold and floor/land area.
Click Download CSV
Open the CSV file in LibreOffice and delete the empty sep= row at the top of the spreadsheet, then save the CSV file. Note this row doesn't appear in Excel.
Next we need to open the CSV file in Excel and format these columns as text (so the commas don't break our column mapping in the next step):
Open SalesPartner, More, Import Data, Import Contact CSV.
Match the columns as pictured or load the match using the text file below. Click Next Record to check the columns scroll tidily in sequence (no shifting cells).
We're going to add two fixed fields:
Click Next to import then you can merge a letter to the list via Contacts.
Using merge fields we can personalize each letter for maximum relevance.
Here's a quick way to identify detailed sales trends in a particular suburb. Pick a suburb, then count up the number of sales per street and divide that by the number of dwellings. In our example (for established streets only) we checked how many sales had occurred in the past twenty years for each street.
In Excel select Column D and enter the formula, then hit Ctrl+Enter to apply the calculation to every row.
This table tells us which streets have comparably higher turnover within the suburb.
Tip: Right-click column D and in Format Cells select the number of decimal places.
You probably already have a list of warm buyers from your open home registers, here's a personalised SMS template to let them know:
Hi <FirstName>, just checking if you're still house hunting in <region>? Let me know if your situation has changed regards, <AgentName> <Company>
Successful agents regularly stay in touch with their past clients, but the Open Rate for a marketing text message is 90% compared to 20% for email marketing, and the response rates are 7 times higher than email*. Also customers respond faster to SMS than email, and generally receive far fewer text messages than emails per day. *source
If you have an Android phone and a Windows 10 PC, contact us for a complimentary intro session and we'll make sure your device is configured to send group text messages.