Summary
Learn how to send an individual or campaign email, SMS or letter, to owners and tenants in your prospecting focus area.
This article covers:
Overview
The Prospecting feature makes communication with property owners and tenants easier and more efficient. You can select addresses to focus on, and then quickly send SMS messages, emails, or even letter campaigns to both owners and tenants.
Whether it’s a quick update, a reminder, or important news, this tool lets you connect with everyone in your focus area through multiple communication channels.
Send a campaign in List View
This method applies to single and multiple addresses from which you will send emails, SMS and letters and campaigns.
To create campaigns from your addresses:
Go to: CRM > Select Prospecting from the left-hand side menu
Select My Focus Areas or All Focus Areas
Select the focus area/s from the list for which you want to send the campaign to
Select the List View tab
Click the menu icons to select the address or addresses where you want to send the campaign to
Send SMS Campaign
To send SMS campaigns to owners or tenants:
Click the dropdown arrow for Send SMS to Owners and,
Select Send SMS Campaign to Owners or,
Select Send SMS Campaign to Tenants
Send email campaign
To send email campaigns to owners or tenants:
Click the dropdown arrow for Send Email to Owners and,
Select Send Email Campaign to Owners or,
Select Send Email Campaign to Tenants
Send letter campaign
To send letter campaigns to owners or tenants:
Click Send Letter Campaign to owners or
Click the dropdown arrow for Send Letter Campaign owners and,
Click Send Letter Campaign to Tenants
Learn more about sending letter and email campaigns:
Send an email, SMS or letter in Map View
Note: This method is only limited to one address at a time.
To send an email, SMS or letter in the Map View tab:
Go to: CRM > Select Prospecting from the left-hand side menu
Select My Focus Areas or All Focus Areas
Select the Map View tab
Zoom in on the map and locate the address to which you want to send an SMS, email or letter to
Click on the blue pin icon of the address
Select the Email, Letter or SMS icon from the popup
On the popup, you can compose your own subject and body text or select a template:
Email tab, SMS tab or Letter tab - Enter your custom message or leave it blank if using a template. The body text will prefill when a template is selected
Attachments tab - This tab only applies to emails. Drag and drop or browse to attach files from your device
Templates tab - Search and select a template from the list, if desired. This will prefill on the Email tab, SMS tab or Letter tab, depending on your communication
Associations tab - Assign each field to the designated contact, listings, appraisals or project, invoice, agent and deal
Properties tab - This tab only applies to email. Select property ads to be included in this email, if applicable
You can also select any additional options that relate to your communication. This includes adding a logo, signature or additional formatting where applicable.
Once your email, SMS or letter body text and subject is complete:
Email or SMS - Click Send
Letter - Click Generate PDF and log a note or the dropdown arrow for print queue and log note
What's next?
You can learn more about managing addresses in your focus area.