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[Onboarding - BoldTrail] Automate Communications
[Onboarding - BoldTrail] Automate Communications
Updated over 3 months ago

Overview

Using the automated nurturing tools available, you can simplify your day and your business. What can, SHOULD be automated. Automated communications include:

You also have the ability to schedule an email to a large group of contacts using the scheduled mass email functionality.


Recommendations

Market Reports

Turn on a Market Report for each of your contacts. Market information is relevant for everyone no matter where they are in their journey.

Search Alerts

Search Alerts are a great way to stay top of mind with buyer-type leads. They are a complete and simple automatic email that your contacts will look forward to in order to keep up with their chosen search or market.

Smart Campaigns

There is a Smart Campaign for every type of contact - get creative! You can even create a campaign with homeowner or buyer tips and tricks, or a holiday campaign!

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