Within the ActivePipe email builder, you have the ability to filter property panels to suit individual contact preferences, i.e: You can send a thousand emails, every one of which may include different properties related to each contacts needs.
This level of personalisation and relevance will significantly assist with your contact engagement and relationships, promoting trust from your contacts that you know what they are looking for.
Filter property panels by contact requirements
Starting in the email builder, click on the relevant property panel. Ensure that the feed toggle is switched on.
- Click Define Properties
- On the subsequent pop-up, click on the Contacts tab.
- Under Match contact requirements, tick one or more of the options*:
- Price - matched to min and max if available; or up to max / more than min if one value is received.
- Bedrooms - matched to min and max if available; or up to max / more than min if one value is received.
- ZIP/Postcode - matched to exact ZIP or postcode.
- City - matched to exact city (equating to suburb in ANZ).
* It's important to note that if more than one requirement is ticked, the property panel will be filtered by all ticked requirements, not either/or. This is excellent in terms of delivering highly relevant content to your contacts, but be aware that your email will reach far less contacts if filtered to this degree.
ActivePipe recommends using a buyer matched property panel in conjunction with an additional property panel beneath, containing a broader range of your latest listings. This will allow your contacts to see their most relevant properties first, but also browse other properties that they may find interest in.
How are contact requirements accessed, and what happens if a contact has none?
Being able to filter properties by contact buying requirements depends on:
- The contact having these requirements in your CRM*.
- Contact buying requirements being integrated with your ActivePipe account**.
If a contact does not have any buying requirements, their buying requirements do not match any listings, or their requirements are not integrated with ActivePipe, they will not see any buyer matched property panels (i.e: the section will not appear in the contacts email).
If a buyer match panel is not relevant to a contact, and there are no other (manually chosen or broadly filtered) property panels in the template, the contact will not receive an email at all.
This is another reason why ActivePipe recommends the use of a buyer matched panel in conjunction with a broader "latest listings" panel, so that you communicate with all of your contacts, regardless of having matching buying criteria or not.
* Filtering by contact requirements for CSV users is in development.
** Not all CRM integrations encompass buyer matching data. Contact the ActivePipe support team to discuss.