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Other Properties CRM Campaign

Other Properties CRM Campaign

Setting up an Other Properties campaign is a great way to tap into potential business within your database. This campaign type pulls on mortgage information stored in your contacts rather than deals, so will pick up on non-subject properties. Here’s how to get your campaign set up.

 

Step One: First of all you will need to have your templates ready. Choose from one of our premade options, or build your own. See our guide on templates for more information here.

 

Step Two: Head to Campaigns in your CRM and select ‘Create Campaign’, give it a name and get started! When you get to Step 1, select ‘Property Campaign’ and select ‘Dynamic’ at Step 3.

 

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Step Three: Now to set up the campaign. Firstly, you should add your condition as ‘Mortgage Maturity is After Today’.

 

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Step Four: You can now choose how many stages you want for your campaign and at what point you want them to fire, based on when the mortgage is maturing. Set up the stage as usual, ensure to link your template and enter a subject line. Below is an example of how you may want to set up your stage for 180 days. Important! Under Advanced Settings, check off ‘Out of Sequence’.

For more in depth guidance on setting up a campaign, head over to our training page here.

 

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Set up any additional stages for when you would like for your client to receive the campaign, a popular set up is to have it fire at 270, 190, 90 and 60 days prior to maturity. We recommend setting the campaign to Requires Approval.

 

Step Five: Go ahead and publish your campaign, sit back and let Velocity CRM do the work for you. If you set the campaign to Requires Approval, don’t forget to check on your Activity Page!