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eblasts [2018/03/02 19:15] brittany [Example Scenario] |
eblasts [2018/09/24 15:15] travis |
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+ | ====== eBlasts ====== | ||
+ | {{ :lead_manager:drip_-_eblasts.png?nolink |}} | ||
+ | |||
+ | This section contains all the eBlasts that you had sent out from the Lead Manager system. | ||
+ | You can view the statistics of the eBlasts that you send out, such as how many opens and clicks an email to a lead had. | ||
+ | |||
+ | ====Sending eBlasts==== | ||
+ | |||
+ | To send eBlasts (available only to Admins and Team Leaders, or Agents who have been granted eBlast privelages), go to Lead Manager: | ||
+ | - Go to the leads page. | ||
+ | - Perform a search or click the checkbox next to all leads you would like to reach. | ||
+ | - Click the '**Actions**' button and select '**eBlasts**". | ||
+ | - Choose to send the eBlasts to only those checked or all leads in your current search. | ||
+ | - From the popup, you can choose an existing email template to modify, or you can start from scratch. | ||
+ | - Edit the Subject and Body as needed. As with workflow emails, you can add merge fields like %%{{LEAD_FIRST_NAME}}%% to automatically insert lead information. | ||
+ | - Also as with workflow emails, any leads that are missing data for a merge field will not receive the eBlast. | ||
+ | - Take a moment to carefully proofread your email, then click '**Next**'. | ||
+ | - Verify the action on the confirmation screen. Once you click ‘**Send eBlast**’, there is no way to cancel delivery! | ||
+ | - Click '**Send EBlast**' to queue your emails for delivery. | ||
+ | |||
+ | |||
+ | **Important: After clicking 'Send eBlast' there is no way to cancel delivery, so please carefully proofread double-check your email and the leads you want to reach. Emails will be queued for delivery, so they will not arrive immediately. | ||
+ | ** | ||
+ | |||
+ | **Please Note**: Leads that have opt-out of contact will not be included within the eBlast | ||
+ | |||
+ | =====Example Scenario===== | ||
+ | |||
+ | In this example, we have a listing that is not yet on the market and we want to send it to all leads that have searched for properties in that area. | ||
+ | |||
+ | In the advanced search, we would filter all leads that have searched for properties in a certain area. For this example, we'll set the filter to look for leads who have been looking for properties in a neighborhood, Lanikai. | ||
+ | |||
+ | **Step 1:** Go to the "Leads" tab in your lead manager. | ||
+ | |||
+ | **Step 2:** Click the "Advanced Search" button on the right side of the page. | ||
+ | |||
+ | **Step 3:** Enter the criteria to filter leads. | ||
+ | |||
+ | * To search for leads who are looking in a certain area, select the "Property location" option in the first dropdown. | ||
+ | * Type in the area, for example, Lanikai. | ||
+ | * Click the "Add filter" button. | ||
+ | |||
+ | {{::eblasts_1_yas.png?900|}} | ||
+ | |||
+ | **Step 4:** Click the "Actions" button on the top right of the page. | ||
+ | |||
+ | * Select the "eBlast" option. | ||
+ | |||
+ | {{::eblasts_2_yas.png?900|}} | ||
+ | |||
+ | **Step 5:** Click the "In Search" circle option because we want to send to **ALL the 41 leads** that we filtered. | ||
+ | |||
+ | **a.** Give your eBlast a name (this is for your reference only) | ||
+ | |||
+ | **b.** **Optional:** If you have already created an eBlast template you want to use, you can select it. However, in this example, we are creating a new one. | ||
+ | |||
+ | **c.** From: Choose whether you would like the eblast to appear from the "Assigned agent" or the Default sender. | ||
+ | |||
+ | **d.** Enter the subject of your email. You can use the Merge field dropdown to automatically insert Lead and Agent information. | ||
+ | |||
+ | **e.** Write your message. You can add Merge fields to automatically insert Lead and Agent information, such as %%{{LEAD_FIRST_NAME}}%% to insert the Lead's first name and %%{{SENDER_SIGNATURE}}%% to insert the Agent's signature. (Note: Some of the merge fields will not work if you are running a test) | ||
+ | |||
+ | **f.** **Optional:** you can add a specific calendar date to send the eBlast. | ||
+ | |||
+ | **g.** You can send a test email to yourself to see how it looks. | ||
+ | |||
+ | {{::eblasts_3_yas.png?700|}} | ||
+ | |||
+ | Click [[drip|here]] to learn more about the drip feature. |