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How to Send Bulk Marketing Using Contact Preferences
How to Send Bulk Marketing Using Contact Preferences

How to send a bulk marketing campaign using Contact Preferences

Justin Tilley avatar
Written by Justin Tilley
Updated over a week ago

There are a few areas from within your Eagle account that you are able to set up bulk marketing/newsletters. This can be done directly from your 'Marketing' tab at the top of your screen, in the 'Marketing' tab of a specific listing or from your 'Contacts' tab. 

This article will show you how to set up a bulk marketing campaign/newsletter to contacts with a specific list of preferences.

To achieve this you will first need to filter the contact database to show contacts based on the preferences that have been added to their contact file.

Filter your Contacts

  • From the CRM tab select 'Contacts' from the left hand side menu. 

  • From the 'Contacts' tab choose to 'Filter your contacts by'>'Preferences' from the top of the page.

  • This will give you a menu of Preference options to select from. Depending on the 'Listing Types' you select, this will give you different options for further filters, eg. if you select 'Residential Sale' you'll get a field for 'Price', if you were to select 'Residential Rental' you get a 'Rent' field, 'Commercial' will give you options for whether it is 'Commercial Sale' or 'Commercial Lease' and so on. 

  • Add all of the Preference filers you are wanting and then click 'Find Contacts'. Your page will now be updated to only show all the contacts matching the preferences you have selected. 

  • You can continue to filter this further by using an additional filters or selecting a contact group/s as well.

Note: A contacts 'Preferences' will also link them to any listings in your account that match those preferences under 'Contacts matching this property' which you will be able to view in the 'Marketing' tab of the listings itself. If you want to market to these contacts directly from this listing, this article will give you instructions on how to do so.

  • Once the list has been filtered by contact preferences, click 'Select all' from the top right hand corner of the list and you will be given a list of options.

  • From the new list of options select 'Send Email'

Confirm Recipients 

  • From here Eagle will open the marketing campaign with the list of contacts selected.

  • This will take you to a page "Confirm Recipients". Here you can untick recipients if you don't want them to receive an email. Scroll down and click "Save and next"

Design

  • Then choose the email design you want to use. This will give you the option of selecting the 'Fast and easy' (the standard Eagle email design) or a design you have created for your account using the 'Email Designs' tab. Once you have selected your design click 'Save and Next' 

Content

Using the 'Fast and easy' email design;

  • This will take you to a page "Content" 

  • From here give this a 'Campaign Name' The Campaign Name is your internal name for the campaign

  • The 'Send From' section allows you to select who the email will come from. Not       only will the email be sent from this email address, that agent's details will be        at the footer of the email

  • Give your email a 'Subject'. This is a required field and will send to the contacts.

  • 'Add field' is a drop down menu that will allow you to use a template tag to personalise your email to each of your contacts you are sending this to. To use the 'field' simply search the drop down menu for the tag you want to use eg. 'contact first name'. Put your cursor in the email 'Message' where you want this tag to display, then click the 'Add' button under 'Add field'. 

  • The message is content that you can write which will show up at the top of the       email. For instructions on how to add an image to the content of your email click here.

  • Attachments allows you to add an attachment from your documents

  • Underneath the content, you can select which properties will be included in the email. Tick a section to include it in the email.                                                                  a. You can change the title for a section by changing the "Title" text.                          b. Select which 'Template' you want this to display in from the drop down menu. This can be either a Feature, Large Grid, Small Grid or List view.                                   c.  Select which properties you would like to include in the email by clicking on          them. The selected properties will move into the box on the right hand side.

  • Click "Save and next"

Using an 'Email Design' created in your account; 

  • This will take you to a page "Content"

  • From here give this a 'Campaign Name' The Campaign Name is your internal name for the campaign

  • The 'Send From' section allows you to select who the email will come from. Not       only will the email be sent from this email address, that agent's details will be        at the footer of the email

  • Give your email a 'Subject'. This is a required field and will send to the contacts.

  • Make any updates you need to make to the design you have created by editing the 'Blocks' you have already selected and/or adding additional 'Available/Saved Blocks' to your design.

  • Once your design is complete, click 'Save and next'

Confirm

  • This will take you to the "Confirm" page. The confirm page is a checklist of all of the previous sections. If any content has been missed, an "x" will show up next to it indicating that it needs to be fixed. Once the checklist is all ticked, you can 'Send Now'. 'Schedule' the campaign for a later date, 'Preview' the campaign or 'Send Test Email'.

For any further assistance with this please contact our Eagle Support Team;
P: (03) 9016 0444 E: [email protected] 

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