How To Use Drip Campaigns

In Propertybase version 1.474 we've added Drip Campaign functionality to all Contact record pages. Drip Campaigns, sometimes referred to by other names—automated email campaigns, email automation, autoresponders—are a set of emails that are automatically sent out on a schedule. This powerful new feature allows you to engage your leads, without having to manually write follow up emails each time. With Drip Campaigns you decide how many emails you want to send, what those emails should say and at what interval they should be sent - Propertybase does the rest. When your contact responds, simply pause or stop the campaign.

Read first: Before using Drip Campaigns, you must enable them in your account.

1.474 and newer: You have Drip Campaigns preinstalled but need minor configurations.

1.471 and older: You must configure Drip Campaigns for your account.

Not sure what version of Propertybase you have? Click here.

Once you've enabled Drip Campaigns for your account, return to this article.

Note: Drip Campaigns make use of a branded email signature. Learn more about signatures here.

Defining Drip Campaign Content

The first step in setting up a Drip Campaign is defining all messaging that will be part of the campaign. Before we get started, decide how many emails you want to send. For example: you might want to send one introductory email immediately and then five follow up emails over a period of time.

Once you've decided how many emails you want to send in your campaign, draft the messaging for those emails. This may take some time. When you are ready, return to this article to finish setting up your campaign.

After you have defined the messaging content for your Drip Campaign, we can enter that into Propertybase through the Template Editor.

Note: If you do not want to write your own, click here to import default Drip Emails for residential clients written by Propertybase. If so, skip the instructions below and move to the next step (creating the template.)

  • Click the app launcher in the top left of the page.
  • Click Control Center.
  • Click Template Editor.
  • Next click New Template in the top right.

In this example we are going to set up an introductory email that will be sent out immediately, followed by four follow up emails over a period of time. Please modify these emails to suit your specific needs.

(Note: You can use the Merge Fields button to search for and select specific merge fields.)

  • Copy the data from the table below.

Click here to expand table data

Template Name Subject Collection Content
Introductory Email Hello from the number one real estate agency in the {{}} area! Drip {% if contact.firstname %}Dear {{contact.firstname}}{% else %}Dear New Client{% endif %},

Thank you for your interest and welcome to my agency! I am glad you chose to work with me and I look forward to working with you on finding the home of your dreams. I run a full-services agency that values, markets, sells and rents real estate. I am positive that with my expertise and resources I will exceed your expectations.

Do not hesitate to give me a call at {{}} about any question(s) you might have!

  • Click Validate & Save at the bottom of the page.
  • Create additional email templates based on the remaining table data below.

Click here to expand table data

Template Name Subject Collection Content
Establish Expectations Getting you the information you need to make an informed real estate buying decisions. Drip {% if contact.firstname %}Dear {{contact.firstname}}{% else %}Dear New Client{% endif %},

Over the next few days you can expect to receive several emails from me, including this one. These emails will provide information regarding the current state of the real estate market and which properties might suit your needs.

If you find any of these listings suitable please give me a call at {{}} to schedule a tour. Please review the listings on my website as well.

Kind regards,
Content Email Updates on the real estate market in the {{}} area. Drip {% if contact.firstname %}Dear {{contact.firstname}}{% else %}Dear New Client{% endif %},

According to the National Association of Realtors, the median sale price for previously-owned homes nationally was $244,800 - this is up 6 percent from the previous year. It has also been noted that home-owners are are holding onto their homes longer than they once did. Many investors who bought homes during the recession are currently earning rental income - and are in no rush to sell. Meanwhile other owners can't sell their houses because they remain underwater on their mortgages.

That being said, we are currently experiencing a sellers market. Because of this having a good real estate agent on your side that can advice and guide you through these developments is key.

If you have any questions about current market development in your area, please give me a call at {{}} or simply reply to this email.

Information Gathering Please provide me with inquiry information so I can provide possible listings to you. Drip {% if contact.firstname %}Hi {{contact.firstname}}{% else %}Dear New Client{% endif %},

In order to best serve you, would you mind providing me with answers to the following questions?

What neighborhood(s) do you prefer?
How many bed and bathrooms are you looking for?
What is your maximum price range?

Providing answers to these questions will help me narrow down possible listings for you.

Please call me directly at {{}} or simply reply to this email.

Best regards,
Testimonial Email Recent testimonials regarding my agency and the services I provide. Drip {% if contact.firstname %}Dear {{contact.firstname}}{% else %}Dear New Client{% endif %},

I wanted to provide you with tesimonials from a two of my previous clients.

"I have bought with {{}} three times now! The fact that i'm a return client is a great indicator of the level of service and commitment of {{}}. As always, my newest purchase was smooth and absolutely excellent. Thanks for everything!"

“{{}} was great to work with while buying a condo in {{}}. {{}} is knowledgeable and very professional. I appreciate that {{}} took the time to listen to my concerns and answer all my questions. Thank you!"

I hope that someday I have the opportunity to include your testimonial alongside these. You can find more on my website. Please call me directly at {{}} or reply to this email if you have any questions.

Look forward to serving you soon,
I haven't heard from you {% if contact.firstname %}Hi {{contact.firstname}}{% else %}Dear New Client{% endif %}, I have yet to hear back from you. Please contact me. Drip {% if contact.firstname %}Hi {{contact.firstname}}{% else %}Dear New Client{% endif %},

Unfortunately, I have not yet heard from you. I look forward to the opportunity to serve you and help you find the perfect home. Please call me directly at {{}} or reply to this email if you have any questions.

Best regards,

Now that we've created content for our Drip Campaign we are ready to create our template.

Creating a Drip Campaign Template

At the heart of Drip Campaign functionality is the Drip Campaign Template object. This object tells Propertybase everything it needs to know to successfully deliver your drip campaign. You can acess this object through the app launcher.

  • Click the app launcher in the top left of the page.
  • Click Drip Campaign Templates.
  • Click New in the top right corner.

On the New Drip Campaign Template page we need to define several fields to setup and complete our Drip Campaign.

The following fields are required:

  • Drip Campaign Template Name
  • From Address
  • From Name
  • Drip Email Template Name(s)

The follwing fields are optional: CC Address, BCC Address

  • Fill out the Drip Campaign Template page using the image below as a guide, but please modify to your personal needs.
  • Remember to select a Layout for your Drip Campaign.
  • Click Save.

Starting a Drip Campaign

Once you have a Drip Campaign Template defined, you can start a new Drip Campaign from any Contact record.

  • Open any Contact record and using the actions menu, select Start Drip Campaign.
  • Select the Drip Campaign Template we created in the previous section.

All related information will be automatically filled, based on the information contained in the Drip Campaign Template.

  • Click Start when you are ready to send your campaign.
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