Why?

One of the best ways to shout about a new listing coming to the market (or an update to an existing listing) is to send an HTML email with summary details and some clear calls-to-action. ⭐️

How?

There are 2 ways to send campaign emails:

A) Send to a marketing list

1. Click actions > Send to a marketing list

From your disposal summary click the actions dropdown:

2. Define who you want to send the property to

Select continue (we've pre-filled the property for you)

Now search and select the marketing list(s) you would like to email. Note how you are able to view/search the recipients and remove some if you want to.

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Note: We will only be able to email contacts that have their marketing permissions set to yes. You are also able to associate a contact to a marketing list as per the below:

3. Curate, Preview & Schedule

Now you have defined what property and what contacts you can now create the email to send to them.

Compose your message

  • From: Select who you want the email to be send from

  • Subject: Defaults to your orgs settings but you can over-write

  • Message: Defaults to your orgs settings but you can over-write. Remember to keep your short codes [%first_name%] etc in place so we can personalise the emails when they send.

Preview / Send test

  • Preview: Click preview to get a quick idea of how your email will look, if there is content missing then jump back to your property and add more text / images

  • Send Test: Select this option to send yourself, a colleague or client a copy of the email you are looking to send out

Schedule

Once you are happy then schedule the email to send out, you can either do this immediately or send it out in the future.

We recommend sending an email on Tue / Wed / Thu between 10am - 2pm for the best open rates.

B) Send to matching applicants

This option searches against the contacts associated to your requirements to find the best potential recipients for the email.

1. Find matches > Send an email campaign

From your disposal summary select the find matches page, then click "Send an Email campaign" button:

2. Review & refine

You will be presented with a list of contacts where their requirement matched with the disposals attributes (we use size, type, tenure and location to determine this).

Select the filter to refine the matching criteria, for example you may wish to widen the search area or include now inactive applicants:

You can then select the contacts to send the email to, clicking the checkbox at the top allows you to select all from that page or from all pages of matches:

3. Curate, Preview & Schedule

Now click the blue bar at the bottom to bring out the compose pane:

Compose your message

  • From: Select who you want the email to be send from

  • Subject: Defaults to your orgs settings but you can over-write

  • Message: Defaults to your orgs settings but you can over-write. Remember to keep your short codes [%first_name%] etc in place so we can personalise the emails when they send.

Preview / Send test

  • Preview: Click preview to get a quick idea of how your email will look, if there is content missing then jump back to your property and add more text / images

  • Send Test: Select this option to send yourself, a colleague or client a copy of the email you are looking to send out

Schedule

Once you are happy then schedule the email to send out, you can either do this immediately or send it out in the future.

We recommend sending an email on Tue / Wed / Thu between 10am - 2pm for the best open rates.

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Success - you just sent your first email campaign!

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