
Marketing
Campaigns, equity reports, lead forms, feature sheets and the brand every client surface paints from.
35 Articles in 5 sections
Your Brand
6Set Your Brand Colours and Logo
Choose the colours and logo that paint everything a client receives from you.
Choose Your Brand Fonts
Pick the heading and body faces for documents, and the separate face your mail is written in.
Preview Your Brand Before You Save
Check a colour or a face against real client surfaces before you commit to it.
Team Brand Against the Brokerage Default
Let one team paint its own colours while everything it has not set follows the brokerage.
Set Your Email Signature Per Inbox
Give each connected inbox its own sign-off, or let it follow your default.
Add Your Headshot and Contact Details
Set the photo, title, phone and booking link that appear on your reports and sheets.
Equity Reports
9Create an Equity Report
Build a report on a client's property and check it before it reaches them.
Schedule Recurring Equity Reports
Have a report reach a client on a cadence, and pause it when you need to.
Customize What a Report Contains
Choose the sections every report carries and write the words around them.
Co-Brand a Report With a Realtor
Put a realtor partner's name, photo and booking link on the reports you send.
Choose When a Report Is Held Back
Stop a recurring report when the value has not moved or a renewal is close.
Set Up Report Change Alerts
Write what a client hears back when they change a figure on their own report.
When a Client Edits Their Own Report
Accept or decline the corrections clients make to their own numbers.
Approve the Reports Waiting on You
Work the clients an automation has put up for a report and decide who gets one.
See Who Opened Your Reports
Read the engagement figures, the history of every send and one client's record.
Campaigns
7Run a Campaign
Send one message to a group of clients, and choose when it goes.
Build a Segment
Save the slice of your book that a campaign sends to.
Set Your Sender Identity
Add the legal name and mailing address every commercial message has to carry.
Repeat a Campaign on a Schedule
Set a campaign to go out again on a cadence, and stop it when you are done.
Read a Campaign's Results
Follow a send as it goes out and see what it produced.
When a Campaign Pauses Itself
Understand the guard that stops a send with too many unsubscribes or bad addresses.
Add Follow-ups to a Campaign
Send up to three follow-up messages after a campaign, only to the people who haven't replied.
Lead Forms
9Build a Lead Capture Form
Publish a form that files an enquiry straight into your leads.
Decide Where a Lead's Answers Land
Map each answer onto your book, and tag what comes in.
Set the Thank-You and the Auto-Reply
Decide what a client sees after submitting and what lands in their inbox.
Route and Be Told About a New Lead
Assign every submission to someone and choose how you hear about it.
Follow Up Automatically on a New Lead
Start an automation from a form without leaving the editor.
Ask for Marketing Consent on a Form
Add the subscribe box that grows a list you are allowed to email.
Keep Spam Out of a Lead Form
Turn on the checks that keep bots and duplicates out of your leads.
Embed a Lead Form on Your Site
Put your form on your own website as a link, a frame or a popup.
Read a Form's Submissions
See everyone a form has captured and open one without leaving the editor.
Feature Sheets
4Build a Feature Sheet
Pull a live listing and produce a branded one-page sheet for it.
Set What Appears on a Feature Sheet
Choose the phone number, licence numbers and website printed on your sheets.
Co-Brand a Feature Sheet With a Realtor
Print a partner realtor's name, brokerage and photo in the rail of a feature sheet, or leave it off.
Build a Custom Feature Sheet
Create a feature sheet for a listing with no MLS number, from your own photos and facts.
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