Recent updates
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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 Action Plans Action Plans
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Email Blast Summary
Updated onArticleYou can use the Blast email function to send out a one-time email that can be ad-hoc in nature. Messages can be sent out to your contacts, leads, or business colleagues. Your email will be sent formatted in a professional, mobile-friendly layout with branded graphics to help your messaging stand out. You will be able to track if your sent emails and if it has been received, opened or if it has bounced.
1. Getting Started Plan Your Campaigns Campaigns Dashboard
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Create and Edit a Single Property Website
Updated onArticleThe Studio has design templates for slideshows that you can use for your marketing materials. See also Design Gallery section.
4. Marketing | Studio Promote a Listing Promote a Listing
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Setting Up Your Site for the First Time
Updated onArticleWhen you start a Jumptools website you are automatically entitled to a free complementary set up call with one of our trainers (please call 1-866-315-0142 to book your appointment). However if you feel comfortable enough to start by yourself you will find in this document everything you need to get your website online within minutes.
1. Getting Started Create Your Website Getting Started with the Site Builder
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CASL Consent - why it’s vital
Updated onArticleThis is where you specify whether you have a person's permission to send them emails. My Book is designed around Canadian Anti-Spam Law (CASL) regulations, and has elements in place to ensure compliance.
3. CRM | My Book My Leads Your CRM Leads
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Clearing Your Web Browser Cache
Updated onArticleWhen we need to troubleshoot any errors, or completely refresh a website to see the latest content, it may help to delete your browser your cache. Over time, your browser saves content and data in temporary storage to help load it faster when you return to that website. Sometimes new information may not display right away, or cause conflicts with the older information. If you find anything amiss on your website, it may be helpful to refresh or delete your cache to force the new content to appear.
1. Getting Started FAQ FAQ
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Bounced Emails
Updated onArticleFor a better tracking of your communications with your contacts, My Book lets you know when an email has not been delivered (bounced).
Most of the time a bounce is caused by an issue with the receiving account, therefore you should find a different way than email to reach out to the recipients (ie phone call, text message) and let them know they are not receiving your emails.
3. CRM | My Book Work Your Book Managing your Leads and Contacts