Creating an email campaign (eMarketing)

There are multiple ways to create an eMarketing email. The method you choose will depend on the type of email your creating and the who you are sending it to.

From the Home module:

Click the Visitors Search link. Search and select a listing then select and click the “Send eMarketing Email” button. Used to send a listing brochure email.

From the Contacts module:

Select one or more contacts, right click, and select Email > Send E-Marketing Email. Used to send email targeted at specific contacts.

Select one or more enquiries, right click, and select Email > Send E-Marketing Email. Used to send email targeted at specific buyers.
Open a general sales enquiry, from the General Buyer > Match, select and click the “Send eMarketing Email” button. Used to send a strip list of matched listings to an individual buyer.

From the Sales Management module:

Right click on a single property, appraisal, listing, or contract and select Email > Send E-Marketing Email. Used to send a listing brochure email.
Right click on multiple properties, appraisals, listings, or contracts and select Email > Send E-Marketing Email. Used to email owners, vendors, or purchasers of the selected items.

Right click on a listing and select Match Buyer. Perform a buyer match and select one or more buyers, select the “E-Marketing Email” action and click the “Send” button.

From the E-Marketing module:

Click the “New eMarketing Email” button. Used for sending general eMarketing to all the members of a contact list, or just a few known contacts.

Each of the above processes launch the email wizard.

Choose the type of contact that the email is being sent to. The “Send To” options vary depending on how the wizard was launched. For example, if the wizard was launched by selecting a list of contracts you can choose to email the contract vendors or purchasers.

Choose a communication reason for the email. The reasons available will vary depending the “Send To” option selected and are used to filter items in the contact communication tab and email reports.

Choose a contact list for the email. Only members of the chosen contact list can receive the email. If the wizard was launched by selecting multiple contacts only those contacts who are also members of the chosen contact list will be added to the email.

Tick the “Send to all Contacts…” option to automatically add all the selected contacts, or all the contacts from the selected list. If this option is not ticked the next step in the wizard will allow you to search for and add contacts. By default, the email will not allow you to add multiple contacts who have the same email address. If you try, only the contact with the most recent “Active Since” date will be used. Tick the “Allow duplicate recipient emails” option to remove this filter, allowing multiple emails to be sent to the same email address.

Choose who the email will be sent from. The options available depend on how the wizard was launched. You can choose an individual staff member, a department or agency email, or a staff member associated with the contacts, enquiries, listings etc chosen for the email. If, for example, you choose to send from the “Recipients Staff Member” then the email for each recipient will come from the primary staff member assigned to that contact. If a recipient does not have a staff member, or the staff member does not have an email address then the email will be sent from the agency email address.

If you do not tick the option to send to all contacts the next step of the wizard allows you to select the recipients. If you launched the wizard by selecting contacts, listings, contracts etc, then you can choose which of the selected items contacts to use. Disabled contacts are not members of the contact list you selected in the previous step.

Tick the contacts you wish to send the email to.

The “Send To” type you selected in step one determines what you can search and select in this step. For example, if you chose to “Sent To” contacts, then you can search and add any contact (that you have permission to access). However if you chose to “Send To” contract purchasers, then you can search and add any contract (that you have permission to access), and the email will be sent to the purchasers on those contracts.

The number of selected items is displayed at the top.

You can sort the search results by clicking on the column names. You can also group the results by dragging a column name into the space above the column names. Right click any column name for a list of additional search, display, and filtering options.

Note that the email recipients can be modified later from the email editor. When you have selected the email recipients, click the Next button to move to the final step.

From this step you can select the email layout or copy or use a previously created email.

We can build custom layouts for your agency with preconfigured components using your agencies branding. Please contact us to discuss.

From the “Existing Email” tab you can select any draft or recently sent email that uses the same recipient type as the email you are creating. If you select a draft email you can choose to use that email or create a copy of it. If you choose to use the draft, then that email will be opened and modified to use the recipients and details you have entered.

Click the finish button to create your email and open it in the email editor. The email will be available from the “Drafts” section of the E-Marketing module.