Smartmail and Smartreply: Don't waste time, automate!

Smartmail - This is an automation that enables you to periodically send an email to the potential customer with a Smartlink to properties of interest to the buyer.

It does not repeat properties already communicated and is sent in the language defined in the contact.

 

Configuration - is mandatory to define it on the CRM:

Text for Smartmail automatism and OPT-IN*:

1. Go to Configuration - Automated Texts.

2. On the Smartlink tab, type the subject and text of the email:

3. Under OPT-IN, set the subject, email text and OPT-IN button:

4. Click Save.

 

To share Smartlinks via email, it is essential that Smartmail is configured and the contact accepts the OPT-IN request.

 

Automation

1. Go to Settings - General Data - Automation - Smartmail. 

2. Configure the periodicity, day of the week or month and time of sending:

3. Set a price margin for Smartlink to include properties with % above and below the indicated:

 

Notes:

If a price margin percentage is not entered, the CRM defaults to 30%.

This applies when defining a customer profile, as it filters properties that fall within the parameters defined in that profile. In the price field, you can define a minimum and a maximum price.

For example, if you defined the following price range in the profile:
Minimum price – 160,000
Maximum price – 220,000

If you don't have a property price range defined, the results in the property list, in terms of price, will be as follows:
160,000 - 30% = 112,000
220,000 + 30% = 286,000

In the property list, you'll see all properties that fall between 112,000 and 286,000.

If, beyond this price range, you set a 15% limit:
160,000 - 15% = 136,000
220,000 + 15% = 253,000

4.Filter properties by labels

5. Click Save.

Smartreply - It is an automation that allows sending an email when a lead is created in the CRM.

It may or may not contain a Smartlink and is sent in the language defined in the contact.

 

Configuration - it is mandatory to define in the CRM:

 

Text for Smartreply Automation and OPT-IN*:

1. Go to Configuration - Automated Texts - Smartreply.

2. Type the subject and email text for the case of: existing or non-existing property:

3. In OPT-IN option, set the subject, email text and OPT-IN button:

4. Click Save.

 

To send Smartreply, it is essential that the contact accepts the OPT-IN request.

 

Automation:

1. Go to Setup - General Data - Automation - Smartreply.

2. Configure the sender.

3. Select the checkbox if you want to send a copy of the email to the broker.

4. Choose whether to include a Smartlink in this communication

5. You can add a team photo

6. Click Save.

 

Note: On leads generated on the website, the OPT-IN option will already appear enabled, because when the potential buyer makes a contact request, he/she has to accept the terms and conditions.

 

In the leads imported from real estate portals, this option may not appear enabled. It will depend on the rules defined by each portal.

 

For manually created leads, the OPT-In request must be sent to the contact:

1. Go to Contacts - List of Sellers or Buyers.

2. Select the contacts.

3. In the Actions option, choose "Send OPT-IN request":

 

4. Check if the request has been accepted and when, in the contact details.

 

For more information, send an email to: help@casafaricrm.com