Visitor and Communication FAQs
Where can I import leads?
You can import leads by logging into the Dashboard, then going to the Visitors menu, and choosing Lead Book.
From here you can import leads using the Bulk Upload button. Follow the prompts to upload a spreadsheet, and assign columns to fields.
Info
Where can I send emails to leads?
You can send emails to leads from the Communication Menu, choosing the Campaigns option.
Once here, you'll start off by viewing Drip Campaigns, which are automatic emails sent out to leads that meet the criteria they required. For example, the Seller campaign will go to leads who are prospects in the seller category.
To find manual emails, you can go to the Stand Alone Campaign tab.
How do I prevent drip campaigns from starting before I'm ready?
If you want to hold off on the drip campaigns, you can go to Communication, select Campaigns, then using the toggle next to the word Active, toggle the campaigns to Inactive.
Alternatively, if you're importing leads from a spreadsheet, you can set their drip campaign status to inactive, so they cannot receive any emails until you update the status through selecting all relevant leads, selecting the bulk actions menu, then choosing Drip and Standalone Campaign Status, and setting them to active.
Do you have holiday emails?
Yes, we have a number of email templates for a variety of holidays! To find these, please go to the Communication Menu, and select Campaigns.
From here, go to the Stand Alone Campaigns tab, and click Compose a Single Email Campaign. From here you'll see a variety of categories in the drop down. Simply select Holidays or Celebrations to view our premade holiday emails that you can customize.
How do I share a single listing by email from the Dashboard?
To share listings by email, you can go to Communication, and select Campaigns. In the Stand Alone Campaign tab, click Compose A Single Email Campaign. From here, choose either Just Listed or Open House to view templates that highlight listings, including pulling photos from the listing into the email design.
How do I share multiple listings from the mobile app?
You can share multiple listings at once from the mobile app. We have a
quick video, or follow the instructions below:
- Go to the Listings tab
- Define the desired area on the map by typing the address / dragging the map / drawing on the map
- Go to List View
- Tap on (...) icon at the top right
- Tap on Select Listings
- Select the listings you want to share
- Tap on Share at the bottom
- Select one of the available options:
- Text or Email the listings
- Click the "to" field to choose which lead(s) you want to share listings with
- Set a subject line and message
Send the message