Stand Out with Stunning Property eBlasts / Prospect Square / Essentials

Welcome to stand out with Stunning Property Email Blasts A Prospect Square Essentials Workshop.

We appreciate you being here since this program is optional and discusses best practices for your consideration. If you are thinking of adopting any of them, please make sure to review the requirements in your area region with your broker, branch manager or manager, including those related to contacting consumers. We do want to highlight the importance of the Telephone Consumer Protection act, better known as tcpa. The general rules are that it's okay to call people if the person recently gave you their phone number, but remember to check the DNC lists regularly if they haven't spoken to that person in a while. You will also want to check the DNC list any time you don't have permission. Automated calling texting platforms should never be used. Pre recorded messages in artificial voices should never be used. You will be personally liable for any violations of the tcpa. We'll mention the TCPA a few times throughout this presentation.

You. Prospect Square is built to help agents easily provide interesting and valuable content that their clients and contacts will enjoy. The reports and campaigns available through Prospect Square help affiliated agents stay connected to their contacts, engage their sphere, and grow their business through automated set it and forget it reports and campaigns that provide valuable information and content their contacts will appreciate and enjoy. Please note that when sending emails, emails must clearly state it is a solicitation and provide the consumer an opt out. Key features of Prospect Square are property eflyers, the Clients for Life campaign, quarterly area, and market reports that provide a view of market trends, establishing affiliated agents as local market experts, as well as newsletters. Emails must follow can spam rules. You should also check to make sure you follow the do not Email and Unsubscribe requests. In today's demonstration we will be covering the following topics. We'll do a quick look at your ProspectSquare profile and then get into demonstrating the various property email blasts that you can create and send to your contact base. To start, you want to log into mycvdesk.com locate the prospect square tile and click on it to open. Now that you've opened Prospect Square, the first thing you'll want to do is make sure your profile is updated. You can find my profile in the drop down menu located in the upper right hand corner. This is covered in more detail in the Top of Mind Sphere Marketing Overview. Your contact info and headshot should automatically be pulled from Desk Profile Manager. If you want to make any changes though, you can, let's review what you can change scrolling through. You can update or add your preferred full name Add your Real Estate professional title Add a preferred email address if it's different than your CB Realty email, Add your Preferred Agent website as well as your preferred Property search website. Any phone numbers you want to include. You can update your photo, you can add all of your social media links and coming down you can check all of your designations and certifications. Once you're completed your profile, you can click Save and Close Next step is Creating Groups Organization is paramount for any successful email database. You probably already have a primary sphere or other types of groups, but you can create a group that's called Just Listed, Just Sold, or Agents. These groups can be used by you or your listing concierge coordinator to easily target your E blasts. Here's how you can create groups within the Prospect Square platform. To create a group, select the Groups from the left hand menu. Select the blue New button here at the top of the screen. Provide a name for the group such as Just Listed, eblasts and click Save and Close. It will let you know that your record has been created and you can click ok. Once you've created the groups that you want to create, you can edit by using the Pencil icon, or you can delete using the Trash can icon. If you click on a select group, you can see the summary and Contacts. To add contacts to a group, head to your Contacts by clicking on Contacts and then Contacts again. You're then going to select the contacts that you want to include in your new group. Then on the Action drop down menu you can you're going to click on Manage Groups and you're going to click or unclick the groups that you would like to include it in and click Apply. You can also create a group straight from your Contacts folder. To do so, you're going to select the contacts that you want to include in a specific group. Click again on the Action dropdown and click Create Groups. Give your group a name and click Save and Close. Once your group has been created, you can easily add or remove people from your group by selecting on their name on the checkbox on the left, Clicking on Action Manage Groups and then you can add or remove them by clicking on the Group box on the left. Now that we have our profile and groups the way we want them, let's return to the Home screen and get Creating our Property feedblasts. We can access that portion of the Prospect Square by clicking on Property Emails here on the left hand side, or you have the option of clicking on the homepage to click from the left hand side. We're going to click Create and Since the platform is tied to the mls, creating and sending out an E Blast can be done in just minutes. These eblast typically include detailed information about the property such as photos, descriptions, pricing and contact information. They're designed to reach a wide audience quickly and efficiently, helping to generate interest and potential leads for your property. You may also use one of your office's listings, but you should always check in with the listing agent to get written permission to use their listing. To create an eblast, you'll want to do the following from here you can either search for your listing, pick a listing that is of your own and active on the mls, or create one for an Office listing. Once you select the property that you'd like to create an eblast for, you're going to click on Create Email. The system will then show you the different formats that you can use for your E blasts. You'll notice that you have a choice of a single agent or a CO list and you will know in the title which one it is offering. You also have the choice of Coldwell Banker branded E Blasts and Global Luxury branded eBlasts. I'm going to click this one. Once you select Generate on the first screen, you have the option to hover over each of the images to scroll and change the image. These are the images that are included in the MLS listing. You also have the option of uploading your own image by choosing Choose File. Once you have the images selected that you'd like to display, you're going to click on Edit and Continue. That's going to take you to a new property email screen where you can then add the subject for your email. You can include emojis, You can include a preview text, and a preview text appears in the recipient's inbox after the subject line. They recommend keeping your text between 50 to 90 characters to ensure that the full message can be read. On most devices, If you selected a template that highlights a CO agent, this is where you will select that person. All you need to do is click Browse, Search and search for the CO listed agent, select their name and say ok. This is going to pull their information into your template without you having to enter it all yourself. Moving down the form we're going to send to groups and you're going to select which group you want to send it to. You then have the option of adding a property link. It's going to default to the coldwellbankerhomes.com property link. You can also include your listing concierge video here or any other video you have produced. We're then going to click on Edit and this is where you're going to really dive into the customization of your email. So here, this is where you would title that piece. You then can change what this says here so whatever it is that you're sending you can update this title. Any information that is in brackets will be automatically pulled in based on your profile information, so you do not need to update this information. Moving down, you have the address, the bedroom and bathroom count and then the property website link. This is going to filter in all by itself. You do not need to filter that in or type that in yourself. Moving on down, it is going to pull in the marketing copy from your local MLS should you want to add anything new or change that entirely. You definitely can do that. The next box is going to be your list signature box followed by the appropriate disclaimers. Once you've made all of your changes and you're ready to send, you're going to click ok. You can then send a test to yourself to see if it looks how you want it to look before sending out to everybody else. You have a few different options here. You can click Preview. This is going to give you a preview of what the actual email is going to look like. You can also save as a draft. If you're not quite ready to send this out or you're waiting for more information, you can click Save Draft or you can click Save. If you do click Save Draft to find it. Later, you'll go to Property Emails, click on Drafts and then click on the Edit pencil icon to make any changes and go ahead and send out your email. That concludes the demo portion of the workshop. But if you're looking for more workshops to elevate your business with the best tools in the industry, do so by attending future marketing workshops designed to help you grow your business, bring your brand to life, amplify your reach on social media, promote listings, generate leads and more. Scan the QR code or visit CBR marketing workshops.com it's an easy to use website that provides you a streamlined signup process so you can unlock sessions five days a week. If the upcoming workshops don't fit your schedule, don't worry. Our YouTube channel is a robust library of recorded workshops and quick tips available for on demand viewing so you can watch at your own pace anytime, anyplace. Scan this QR code or visit our channel and don't forget to subscribe for easy access to the content. Lastly, I wanted to remind you of our next available appointment service where you can book a 20 minute solution oriented virtual appointment with one of our 100 plus marketers in as little as two business hours. You can book these appointments for support on our core marketing tools@next available.com. thank you for watching this workshop.