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types_of_emails [2017/06/15 18:23] brittany [Website Emails:] |
types_of_emails [2019/12/23 19:59] corey Don't use apostrophes for plurals; other grammar fixes |
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+ | =====Types of Emails===== | ||
+ | |||
+ | There are several different types of email you will see while working within the RealGeeks System. | ||
+ | |||
+ | ====Website Emails==== | ||
+ | |||
+ | **Property Update Emails:** | ||
+ | |||
+ | Sent to leads that have saved a search on your site. | ||
+ | When a listing that fits their search criteria has been updated, the lead will receive an alert of this through a Property Update Email. | ||
+ | The lead has the ability to change how often they will receive these emails. | ||
+ | |||
+ | - **Daily** E-mails are sent Daily | ||
+ | |||
+ | - **Weekly** E-mails are sent every Friday | ||
+ | |||
+ | - **Bi-Weekly** E-mails are sent on the 1st and 15th of the month | ||
+ | |||
+ | - **Monthly** E-mails are sent on the 1st of the month | ||
+ | |||
+ | The body of this type of email cannot be changed. | ||
+ | The signature can be changed in your Lead Manager. Go the "Settings" tab > "General" > "Email Signature" to the right of "Auto Responder Message". | ||
+ | |||
+ | |||
+ | **Sign-Up Email:** | ||
+ | |||
+ | Sent to leads that sign up on your site. | ||
+ | This is editable in your site backend. Go to "Auto Responder Email" > "Normal Sign up" | ||
+ | You will need to remove the [Agent Signature] and replace it with your signature as it is only a placeholder. | ||
+ | |||
+ | **Market Report Sign-Up Email:** | ||
+ | |||
+ | Sent to leads that sign up for monthly market reports on your market report page(s). | ||
+ | This is editable in your site backend. Go to "Auto Responder Email" > "Market Report Sign-up" | ||
+ | |||
+ | **Property Valuation Email:** | ||
+ | |||
+ | - Sent to leads that sign up via the paid Seller Valuation tool. | ||
+ | |||
+ | - Automated valuation email sends to leads that received the valuation report. | ||
+ | |||
+ | - Customized valuation email sends to leads where the valuation report could not be completed. | ||
+ | |||
+ | This is editable in your site backend. Go to "Auto Responder Email" > "Seller Leads Automated Valuation" or "Seller Leads Customized Valuation" | ||
+ | Seller Leads Automated Valuation = when an estimation of a property is given | ||
+ | |||
+ | Seller Leads Customized Valuation = when an estimation of a property is not available. You would need to follow up and get in touch with the lead to give them an estimation. | ||
+ | |||
+ | *Even if an estimation is given, there should still be follow-ups with the lead. | ||
+ | |||
+ | ====Lead Manager Emails==== | ||
+ | |||
+ | **Auto Responder Message:** | ||
+ | |||
+ | Sent to leads that are assigned to an agent and fills out the contact form on the website. | ||
+ | This may be customized for each agent on their Settings page in the Lead Manager. | ||
+ | |||
+ | **Notification Email:** | ||
+ | |||
+ | - Sent to the email address you have configured in your settings. | ||
+ | |||
+ | - Sent based on the Notification Settings placed by your Site Admin. | ||
+ | |||
+ | **Emails to your leads:** | ||
+ | |||
+ | - Sent to leads you message through the Lead Manager. | ||
+ | |||
+ | - If you have your Email Integration set up, the emails will be sent through your email account. | ||
+ | *Keep in mind that in order for these emails to avoid spam filters, they need to be sent in plain text so images cannot be added. | ||
+ | |||