Do you have something that you want to share with your spheres? It can be easily done through the Group Text or Group Email feature. It's a great way to send all your contacts a personal message all at once. Want to learn how to use it in 3 simple steps?
1. To use it, navigate to either Group Email or Group SMS right under Engagement.
2. You will have to choose which contacts you wish to select to include on either the Group SMS or email. You can use the filter on the right side of the screen to easily filter the contacts. The selected individuals will appear on top of your screen. On the top right part, you'll see "Compose SMS" or "Compose Email" where you can either type the email/text or use a Template if you have one existing.
3. When composing an email or SMS, don't forget to use the Smart Tags for your convenience. This will automatically personalize your email or SMS based on your contact's name, phone, etc.
For email messages, you can CC someone else so they can receive the email you're sending too. This can be the spouse of your main contact or even the alternative email of your contact, if they have any.
Use the CC field to copy their spouse or others (contractors, mortgage lender, etc,) in your client communication.
Once you're done, either schedule it at a convenient time to send the message or Send Now. Simple!
Now use it to share a new listing or an upcoming event with your sphere!
Pro Tip: The most effective way to get responses is through SMS. We have seen responses as high as 80% response rate.
If you have any questions, email us at support@fieldnotes.ai.