With Eagle you can generate reports on the online performance of your listing and easily send it to your vendors. These reports can even be automated and this article will cover that.
To find your vendor report, go into the property and click onto the vendor report tab.
The vendor report section allows you to change the date range, which means the report will only reflect data selected within that date range. The report will show:
All selected notes
How many days on market
How many enquiries
How many inspections
How many offers
How many website views - only available for Eagle websites
How many email send outs
How to add or exclude data into the vendor report
The vendor report includes all notes, enquiries, inspections and offers on a property. It also includes how many Eagle website views the property received and how many emails were sent in relation to the property.
When you are adding a note on a property, there is a button "Visible to vendor". If you untick this button, that note, enquiry, inspection or offer will not show up on the vendor report.
How to print or email a vendor report
On the vendor report tab, click the "Print vendor report" button. A pdf vendor report will be generated from which you can print.
To email the vendor report, click the "Email report" button. A comment box will appear which will fill the body of the email and the vendor report will be attached. Example below:
How to send Online version of Vendor Report
On the vendor report tab, click the "Online Vendor Report" button. A vendor report will be generated on a new tab. The URL of this new tab can be cut and paste into an Email or SMS for the vendor. The vendor can open the link on any device with internet access.
This page will also include direct links to the property on domain.com.au, realestate.com.au and your Eagle website.
How to configure the Vendor Report Automation
An Automation can be created to automatically email a vendor their relevant vendor report. Some agencies may already have this automation set up, which can be edited.
To set up the automation, go to: CRM > Tools > Automations
To create a new Automation select 'Add New Automation'.
Name the the Automation.
The 'Scope' will decide if the Automation applies office wide or just your user.
Then click 'Create Automation' (See screenshot below)
On the next page, under 'When' click on 'Add New Trigger' and select the Trigger option 'Schedule an Automation'. This option will allow you to select you preferred start date, time of day and frequency of the email.
Once your trigger is set, click on 'Add a new step...' below. Then select 'Send vendor reports to vendors' which will give you options to:
- Choose the time period of the listing data.
- Nominate the email address you would like the report sent from.
- Exclude certain Vendors from receiving the Automated email.
- Add some comments for the vendor (these comments can be automatically populated with information from the contact in Eagle).
To edit an existing automation, click on the Automation name in the list view.
The selection in 'When' will decide what triggers the Automation. In this case 'Monday @ 15:00' will trigger the Automation.
Note: This can be changed by clicking on the edit icon on the bottom right of the 'When' box. You can then change the start date, time of day and frequency of the trigger.For this Automation to work, only one 'Then' step will be required.
Note: Once the 'Send vendor reports to vendors' is selected you can edit the step from the 'Edit' button in the bottom right hand corner of the 'Step 1' box.The 'Send vendor reports to vendors' step will give you options to:
- Choose the time period of the listing data.
- Nominate the email address you would like the report sent from.
- Exclude certain Vendors from receiving the Automated email.
- Add some comments for the vendor (these comments can be automatically populated with information from the contact in Eagle).
For any further assistance with this please contact our Eagle Support Team;
P: (03) 9016 0444 E: [email protected]