The email is usually what holds a campaign up. In the campaign editor, you write a short brief and get up to three drafts back to choose between. Then you add merge fields, so each client sees their own name, budget and preferred area rather than a generic greeting.
What you need first
- A campaign you’re still working on, open for editing.
Get a draft
- Go to Campaigns, click ⋯ on the campaign’s row and choose Edit.
- Click the text block you want written, then click AI Generate.
- In the prompt box, say what the email is for.
- Click Generate.
- Use the arrows to move between the drafts.
- Click Keep on the one you want.
The draft replaces the block’s text, and you can edit it like anything else you’ve typed.
Add merge fields
A merge field stands in for a piece of data, such as the contact’s Name, and is filled in separately for every recipient.
- Open the Insert Dynamic Data panel in the editor.
- Choose whether the field comes from Contacts or Listings.
- Find the field you need and click Insert. For a listing field, pick which of the campaign’s listings it should read from. Prev and Next page through a long list.
Then write around the field as you normally would.
| From | Fields available |
|---|---|
| Contacts | Budget Range, Email, Name, No. Of Bathroom, No. of Bedroom, Phone, Preferred Location, Preferred View, Size Range |
| Listings | Built-up Area, Floor, Furnishing Type, Listing Description, Listing Name, Listing Price, No. Of Bathroom, No. Of Bedroom, No. Of Living Room, Property Name, Property Type, Unit Name, View |
Apart from Name, Email and Phone, these contact fields come out of the buyer or tenant profile. A contact without a profile leaves them blank. See how buyer, tenant and landlord profiles work.
Save and send
Before anything can go out, connect your Gmail or Outlook account under Settings → Email Settings.
- Under Basic Info, check the Subject and the recipients in Sent to.
- Click Save.
- Click Send, or set a date and time under Schedule on.
