Communicating

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How can I email MLS listing(s) to specific contacts?
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Your AccelerAgent CRM allows you to easily communicate with your clients and leads by emailing them the information they want.
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You can email a personalized message to your contact group with selected MLS listing(s) in the body of the email message.
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===To send a message to contact or group===
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# Go to your Toolkit.
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# Log in to your '''Toolkit''' and go to '''Client Relationship Management'''.
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# Click the Listings by Email button.
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# Click '''Contact List''' link and find the contact to email, click '''Send Message''' link in '''Actions''' menu on the right side.
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#; [[File:Listings_by_email.gif]]
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# If you want to email to a group, from CRM page chose the group and click '''Send Message'''.
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# Enter desired MLS listing number(s). You may enter multiple comma-separated (,) MLS numbers.
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# You will then have the option to select an existing Message from the Message Library or you can select Create new message manually.
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# Enter a Subject for the message.
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#; [[File:Create_new_mes_manual.gif|border|link=http://wiki.propertyminder.com/images/2/22/Create_new_mes_manual.gif]]
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# Select the email address(es) of your recipient(s).
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# If you choose a preexisting message from the Message Library, you will be taken to the Library. You will then be able to select which message is most appropriate.
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# Type out a personal message, add links and format the message.
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#; [[File:Message_lib.gif|border|link=http://wiki.propertyminder.com/images/7/7d/Message_lib.gif]]
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# Select < client view > if you are sending this listing to buyers, sellers, SOI (Sphere of influence). Select < agent view> if you are networking with other agents.
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# If you manually create your message, you will have a blank template.
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# Click Preview to preview the message or Send to send the message.
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#; [[File:New_message.gif|border|link=http://wiki.propertyminder.com/images/f/fd/New_message.gif]]
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# You can select Choose/Change the Design Template to add a nice template for your message.
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#; [[File:Crm_follow-up_campaing.gif|border|500 px|link=http://wiki.propertyminder.com/images/f/fc/Crm_follow-up_campaing.gif]]
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Please be sure to Preview your message before you send it to your Group
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You also have separate option to send MLS listings to your clients. Please check our [[Listings by Email]] feature.
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How do I disable the New Listings Found and Price Change Notices?
 
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# Login to your Toolkit and select MLS Searches
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===Bounced Email List===
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#; [[File:Mls_search_set.gif]]
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# Select MLS Search Settings.
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# You will need to uncheck Send me an email notification for New Listings and for the Price Change.
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# Check the box for Bulk Update Existing Searches and then click the Submit button. It will take care of updating the settings on all your existing searches
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#; [[File:Mls_set2.gif]]
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How can I send message with attachment from CRM?
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# Log in to your Toolkit and go to Website Editor.
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# For framed websites: Scroll down past Your Links section. Below Custom Page 5, you will find the link for Custom Files Management. Click on it.
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# For frameless websites: Click the Buttons icon and then click on the Custom Files Management link.
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# Under the main folder, click Browse, select the file you wish to email (not larger then 2 Mb) and click Add File
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# Right next to the name of the file, you will see a Get URL option. Click on it. You will see the box with the link looks like http://isvr.net/usr/1035283752/CustomPages/...
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# Copy the link and click OK. Close Custom Files Management.
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# Go to Client Relationship Management, click on the group you wish to send the message to, click Send Message, and choose Create Message manually.
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# Type in the words that you want to be clickable, highlight them, click on the Chain Link symbol, paste the link inside and click Insert. Preview and test the link before
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sending.
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As you send this message, the recipients will click on the words that you hyperlinked and the document will open. You can send images, PDF, Word, Excel and other types of files.
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Note: You will need to keep the document in your Custom Files Management for as long as you think that your clients will still be clicking on it. There is no time limit of keeping the files in there.
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What does "Bounced Email List" mean?
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Sometimes your email message (including automatically generated follow-up messages) cannot be delivered to one or more of its recipients. It typically happens because of an invalid email address. Your message may be classified as SPAM and filtered out by mailing systems. If the list of recipients contains bad email addresses, our email delivery system automatically excludes such emails from your follow-up distribution lists.  
Sometimes your email message (including automatically generated follow-up messages) cannot be delivered to one or more of its recipients. It typically happens because of an invalid email address. Your message may be classified as SPAM and filtered out by mailing systems. If the list of recipients contains bad email addresses, our email delivery system automatically excludes such emails from your follow-up distribution lists.  
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To view/edit your Bounced Email List:  
To view/edit your Bounced Email List:  
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# Login to your Toolkit.  
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# Login to your '''Toolkit'''.  
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# Click Client Relationship Manager and then Bounce Email List link at the top.  
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# Click '''Client Relationship Manager''' and then '''Bounce Email List''' link at the top.  
# If you would like to restore the contact to receive your messages, simply click Restore right next to the contact.
# If you would like to restore the contact to receive your messages, simply click Restore right next to the contact.
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Please also see what [[Unsubscribe requests|unsubscribe requests]] mean.

Latest revision as of 02:30, 28 June 2011

Your AccelerAgent CRM allows you to easily communicate with your clients and leads by emailing them the information they want.

To send a message to contact or group

  1. Log in to your Toolkit and go to Client Relationship Management.
  2. Click Contact List link and find the contact to email, click Send Message link in Actions menu on the right side.
  3. If you want to email to a group, from CRM page chose the group and click Send Message.
  4. You will then have the option to select an existing Message from the Message Library or you can select Create new message manually.
    Create new mes manual.gif
  5. If you choose a preexisting message from the Message Library, you will be taken to the Library. You will then be able to select which message is most appropriate.
    Message lib.gif
  6. If you manually create your message, you will have a blank template.
    New message.gif
  7. You can select Choose/Change the Design Template to add a nice template for your message.
    Crm follow-up campaing.gif

Please be sure to Preview your message before you send it to your Group

You also have separate option to send MLS listings to your clients. Please check our Listings by Email feature.


Bounced Email List

Sometimes your email message (including automatically generated follow-up messages) cannot be delivered to one or more of its recipients. It typically happens because of an invalid email address. Your message may be classified as SPAM and filtered out by mailing systems. If the list of recipients contains bad email addresses, our email delivery system automatically excludes such emails from your follow-up distribution lists.

To view/edit your Bounced Email List:

  1. Login to your Toolkit.
  2. Click Client Relationship Manager and then Bounce Email List link at the top.
  3. If you would like to restore the contact to receive your messages, simply click Restore right next to the contact.

Please also see what unsubscribe requests mean.

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