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How to Set Up Automatic Email Triggers in Housing Market CRM

Tutorial 95 of 181 · 1 min 58 s

Open the product

Trigger campaigns in Housing Market CRM Pro write to the right people when something happens, so you do not have to remember: a new listing in your area, a price that drops, a lead that has gone quiet, or a deal you have won. This tutorial opens Marketing and the Triggers tab. You see a trigger that is on and what it has done, check what a trigger would do right now without sending anything, create a new trigger for quiet leads, and see why a new trigger always starts switched off until you confirm that the people asked to hear from you. We stop before switching it on. The feature is new and shows a Beta badge while we refine it.

In this tutorial you will learn

  • The four things a trigger can react to
  • How to check what a trigger would do without sending anything
  • How to create a trigger and why it starts switched off
  • What you confirm before a trigger is switched on, and how to read what it has done

Follow along: the steps

  1. Open your Housing Market CRM account.
  2. Click Marketing.
  3. Open the Triggers tab.
  4. This feature is new and shows a Beta badge while we refine it.
  5. A trigger writes to the right people when something happens.
  6. This trigger is On. It is checked every hour.
  7. Click Check what it would do now.
  8. It shows what would happen right now. Nothing is sent.
  9. People written to recently are left alone for the waiting time you set.
  10. Open What it has done to see every time it fired.
  11. Each row says whether an email was sent.
  12. Click New trigger.
  13. Choose what should start it: a new listing, a price drop, a quiet lead or a won deal.
  14. Choose A lead that has gone quiet.
  15. Give the trigger a name only you see.
  16. Set the number of days without contact.
  17. Write the subject line.
  18. Write your message.
  19. A new trigger is saved switched off. It writes to nobody yet.
  20. Click Save the trigger.
  21. A check on a switched-off trigger tells you what is missing.
  22. It asks you to confirm that these people asked to hear from you.
  23. You declare that the people asked to hear from you.
  24. Only after you tick the box can you click Confirm and switch on. We stop here, so this trigger stays off.