Recent updates
-
How to use Placeholders
Updated onArticleWhen you are building certain email campaigns such as email drips and eNewsletters, you will notice that there is placeholder text. It is recommended that you do not replace this text in the editor with your details but use placeholders to make it easier for these articles to be edited with new details if you have to change it.
For example, if you change your phone number, you will not have to edit each of your articles with your new information. If placeholders are used, your phone number will be whatever you've updated in your profile settings.
5. Email Marketing | Campaigns Drip Email Drip Email
-
Editing Your eNewsletter
Updated onArticleE-Newsletter templates are available in your Jumptools campaigns. You'll be able to choose from a number of templates and personalize your content before setting a delivery date and your contacts.
5. Email Marketing | Campaigns eNewsletter Editing and Sending eNewsletters
-
Action Plans Summary
Updated onArticleAction plans are tasks to complete at set dates or times to help you in organizing your contacts with your clients. The tasks range from administrative, such as adding a contact to your newsletter, to sending out emails or scheduling appointments.
Campaigns allows you choose from a variety of action plans suited to leads, contacts or clients with different motivations or schedules. You are able to customize action plans or create new ones to suit your personal workflow.
You will most likely plan out a set of tasks to keep in contact with them, and ensure that they are getting the best service and prompt communication from you. Adding them to one of the preset action plans takes much of that planning process off your plate so you can instead concentrate on selling their properties or finding them new ones. The action plans will help keep your schedule and process organized and keep an account of your activities.
5. Email Marketing | Campaigns Get Started with Campaigns Getting Started with Campaings
Article also found in:
-
Setting Up Your Email Drip Campaign
Updated onArticleDrip email campaigns, or stay-in-touch campaigns, are series of emails sent out at predetermined intervals for your leads. They are a great way to automate and standardize your sales processes and your outbound client stay-in-touch communication
The overall goal is improve your lead conversions and increase referral flow from your sphere of influence and past clients. When you get in touch with a lead, there’s a better chance of that lead turning into a client if they remember you and you stay in the forefront of their minds as a real estate expert. To help that purpose, you can send out informative emails at certain dates which serves to help inform your leads and also so they remember you.
Drip campaign emails are professionally written and formatted with up-to-date relevant content and branded graphics.
If you haven't got any contacts in My Book yet, please start by adding contacts. Campaigns need contacts in order to operate.
5. Email Marketing | Campaigns Get Started with Campaigns Getting Started with Campaings
Article also found in:
-
Sending Your eNewsletter
Updated onArticleE-Newsletter templates are available in your Jumptools campaigns. After you create your eNewsletter, you can set delivery dates and add contacts.
5. Email Marketing | Campaigns eNewsletter Editing and Sending eNewsletters
-
Setting Up Your CRM
Updated onArticleWelcome to My Book CRM! CRM stands for Customer Relationship Management. It's a system that allows you to manage business relationships and the data/information associated with them. My Book focuses on your Contacts, Leads and Business Contacts. It will help you keep contact details up to date, track every customer interaction, set reminders and manage opportunities among other things.
3. CRM | My Book Get Started with My Book Getting Started with the CRM
Article also found in:
-
Adding Contacts to My Book
Updated onArticleMy Book will gather all leads from your website, so you can keep track of who contacted you and keep in touch with them. My Book will also allow you to work with contacts outside of your website by adding them manually, importing them from a .csv file or synchronizing them with your Google account.
3. CRM | My Book Work Your Book Managing your Leads and Contacts