Kaitlyn Koplitz
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Email Events in Action Plans [Next Gen]
Summary Email events can be added to Action Plans to streamline the process. These can be created to be parent or child actions, meaning they kick off a chain of events or happen because of another...
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Previewing Campaigns [Next Gen]
Summary When preparing to send emails to clients, it is best practice to verify that there are no errors and that the formatting is correct. With Propertybase, we offer not only standard previews, ...
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Using the Source Code Editor/WYSiWYG [Next Gen]
Summary Propertybase CRM allows for the use of source code when creating email and printed templates and forms. Step by Step admin > email marketing > content > create 1. To view this option, start...
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Sharing Layouts with Child Sites [Next Gen]
Summary When setting up Email Marketing, there are 3 options to choose from in regard to access. The email layouts can either be for company-wide use, for a specific representative, or for the curr...
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Importing Contacts to a List [Next Gen]
Summary In order to create a contact list for marketing purposes, it may be easier to upload a list of your own contacts via CSV or Google CSV. Step by Step admin > email marketing tab > lists tab ...
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Sharing Layouts with Child Sites [Next Gen]
Summary When creating email templates, there are options to offer the layouts to be used by child sites. Step by Step admin > email marketing > layout tab > create new layout To share a layout, st...
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View Campaign Stats [Next Gen]
Summary We understand it can be difficult to keep track of who is getting what and when, especially if you have a couple of drip campaigns, a monthly newsletter, and open house notifications runnin...
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Send Delay Rules [Next Gen]
Summary The send delay is a function that allows a Broker to add a waiting period or delay to occur before sending a specific email notification to a client. Step by Step Please see "Creating a Dri...
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Content Types in Layouts [Next Gen]
Summary Layouts to be used in email marketing can contain several types of content to help customize and personalize. Most of these options can be configured directly in these menus, however, agent...
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Custom Neighborhoods
Settings>Custom Neighborhoods With the Propertybase GO platform, leads can create custom searches on maps using the polygon tool. The polygon tool helps leads visualize their search and choo...