Automating your Stay in Touch and Lead Incubation activities
Drip email campaigns can be created through “My Book” or the Campaigns manager to maintain contact with leads. They will be sent emails periodically with helpful, and informative real estate content. The emails are already written, formatted with branded graphics, and scheduled so all you will need to do is add the new lead to the campaign.
Your leads will receive your emails at set times, and will be more likely to remember you if they have any questions, or inquiries about real estate.
1. From your Client Click dashboard, click on 'My Book' from the top menu bar
2. Click on the 'My Leads' tab
3. Click on 'Manage Drip Campaigns' at the bottom of the page
4. From the 'Manage Drip Campaign' window you can view all available campaigns and further modify them
- Click on 'Go' under the View column in the row corresponding to the Drip Campaign you want to edit to open its contents.
- Click on 'Go' under the Assign column in the row corresponding to the Drip Campaign you want to add or remove contacts and leads to.
5. In the Drip Campaign's content manager, click on one of the topic titles to edit its contents
Uncheck the boxes next to the topics you want to exclude from the drip campaign. Additionally, from this menu you can set the day within the campaign when each email will be sent.
6. Type over the existing subject line, title and body of the email to modify it
Click on 'Preview' to see what your email will look like before sending.
Don't forget to click on 'Done' when finished to save your changes.
7. In the Contacts manager window, click on 'Add Contacts'
From this window you can see a summary of the overall campaign including existing recipients and the results of your campaign.
8. Choose a contact type from the drop down menu and click on 'Search' to view available contacts in that category
Use the double arrow button to add all available contacts in the list. To select more than one contact at once hold the Ctrl key down while clicking on desired contacts and then on the single arrow button when done to add to the list.
Don't forget to click on 'Save' to save your changes.
Through Campaigns, you will also be able to check if the emails have been sent, received and opened.
1. From your Client Click dashboard, click on 'Campaigns' from the top menu bar
2. Click on 'Manage Drip' to open the Drip Email summary
3. Click on 'View All Campaigns' to edit and modify campaigns
You can use this windown to view campaigns you've already added contacts to. Click on the 'Recipient' or 'Item' number in order to further edit both of these aspects.
