The match properties function is a fantastic way to inform a contact of relevant properties that match their buy/rent requirements. To utilise this function, you must ensure that you have attached the buyer or tenant's correct requirements.
Contents:
Step by step
You must ensure that you have set up a Match Listings template within Designly prior to using this function.
1. Navigate to an example contact
2. Click on the Match Properties tab
2. Based on the contact's buy/rent requirements attached, the system will populate all properties that match. You can select which properties to include within the match listing template
3. Once selected, click on Send Email (Using Template) in the bottom right-hand corner
This will prompt you to select your desired Designly template.
4. Click Proceed to Send once selected
5. You can review the preview of the email and select the below details:
- To: - If multiple emails are attached to the contact, here you can specify who you are sending the match properties to
- Cc: - Select a user to Cc within the email or tick the Enter email address instead tickbox to update to a freeform field
- Bcc: - Select a user to Bcc within the email or tick the Enter email address instead tickbox to update to a freeform field
- From: - Select the sender of the email (if the recipient responds back to the email, this will go to the selected sender's email address)
- Timing: - The system will automatically tick to Send Now. However, you have the option to schedule it on a different date/time
- Subject: - Add your desired subject of the email
6. Once you have completed the above, you can click on Next (this will send the communication)
Note: Clicking Next will send the communication. Ensure all the details are correct before continuing.
Additional information
Once the email has been sent, it will automatically be recorded against the contact's notes, with the option to view the contents of the message.
Email activity can be tracked on an individual contact by clicking on the Other tab > Campaigns.
We also provide the option to view pending emails via eMarketing > email Communicator > View Scheduled/Pending tab. If necessary, you can use the Remove button to stop the pending email from being sent.
Only available if the email was scheduled for a future date or time.