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How to Promote a Listing to Portal Shoppers in Housing Market CRM

Tutorial 93 of 181 · 1 min 45 s

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Housing Market CRM can email one of your live listings to property shoppers on the Housing Market portals who are looking for a home like it. This tutorial starts from My properties, opens Promote to shoppers on a listing, and walks through the page: how many matching shoppers there are and how to narrow them by area, price range and bedrooms, what the promotion costs, the email and its live preview, and when it goes out. You never see who the shoppers are, only counts. It then opens Shopper promotions to read the results of an earlier promotion, including what was charged for delivered emails.

In this tutorial you will learn

  • Where to start a promotion from a live listing
  • How to narrow the audience and read the price
  • How to choose the email and preview it
  • How the review works and where to read the results

Follow along: the steps

  1. Open your Housing Market CRM account.
  2. Open Properties in the left menu.
  3. Click My properties.
  4. Your listings that are on the portal appear on this page too.
  5. A listing that is live on the portal has Promote to shoppers.
  6. Click Promote to shoppers.
  7. This is how many matching shoppers there are.
  8. You see the number, never who they are.
  9. Narrow it to this city only…
  10. …widen the price range…
  11. …and ask for two bedrooms or more.
  12. The count updates as you narrow it.
  13. The price is worked out from the number of shoppers.
  14. After sending, you are charged only for emails that were delivered.
  15. Choose the template.
  16. Write a subject line, or leave it empty.
  17. The preview shows what shoppers will receive.
  18. Choose when to send. Every promotion is reviewed first.
  19. Then pay and send for review. Payment opens a secure page.
  20. Open Shopper promotions to see them all.
  21. Open a promotion that has been sent.
  22. See how many were delivered, opened and clicked.
  23. You were charged for the delivered emails, and the difference was refunded.