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Property - Listing: Electronic Table

  • Updated

The Electronic Table (eTable) replaces the need to provide hardcopy documents to prospective clients who enquire about your properties. This eTable URL link can be provided to the client to view all the listing information and also can include property-related documents to download.

Before using the Electronic table, you have the option to update the page background colour. More information on how to do this can be found in the Colour Scheme knowledge article.

Contents:

Step by step

How to access and include documents for the Electronic Table

For the Electronic Table to be generated, the property must be in listing status and have "Internal Marketing" ticked within the visibility section. Although a key benefit, it's also important to note that including documents in the eTable is optional making it perfect to include in marketing templates.

1. Navigate to an example property

2. If you would like to include documents in the electronic table, first navigate to the Filing Cabinet tab to upload these documents. More information on this function can be found via the Property - Listing: Filling Cabinet knowledge article

3. Once uploaded, we can then navigate to the Electronic Table tab 

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4. Once here, we can see all documents in the filing cabinet, where we can tick to include them within the Electronic Table. Click Save/Update once you have selected your desired documents

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5. We also have the option to preview the Electronic Table by clicking on the unique link as shown below: 

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Where can we include the Electronic Table link?

When sending one-on-one or bulk emails to contacts, we can include a property Electronic table link. More information on this function can be found via the Email Communicator & Contact Record: Send Email | SMS knowledge articles.

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You can also include the Electronic Table in both email and SMS/TXT templates as a merge field. More information on setting up these templates can be found via the eMarketing (Set Up Email Responses) & eMarketing (Set Up SMS | TXT Responses) knowledge articles.

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The Electronic Table can also be accessed via the mobile app to quickly and easily send relevant documents to clients from your mobile device.

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Tracking eTable & Document Views

When an eTable link is generated and sent to an existing contact, the URL is customised to track views and downloaded documents by the recipient. 

These statistics can be found by navigating into an example listing > Owner Feedback tab > Owner Feedback.

Once here, we can view all stats including the contact name, when the eTable was last viewed, and the view count.

We also provide the ability to see when and what documents have been downloaded by clicking on More Info.

To automatically email each contact who has previously opened the eTable whenever a new document is added or updated, you can set up the Office Event-Based trigger outlined below. For additional details on configuring triggers, please refer to the Automation - Setup Triggers knowledge article.

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