Archive for iDashboard

Tip Sheet - newsletters

The Campaign system update has introduced the concept of ‘Series’ and ‘Editions’ to building Newsletters and Magazines.
A ‘Series’ is a newsletter that you may reuse over and over again through the use of different ‘Editions’.

For example, you might like to send out a news update on the region you specialise in every month, or an update on your offices sales achievements every quarter. For this purpose, you would setup a Newsletter Series, and new editions within the Series for every newsletter you need to send.

Tip Sheet - automatic compositions

Using Automated Compositions

The Automated Compositions area is a powerful tool that allows you to automate various types of email broadcast to appropriate contacts in your database.

Automated Compositions is broken up into 3 types of composition:

  • What’s Happening Summary – an automated email including upcoming OFI times, upcoming auctions as well as new, sold, and leased properties.
  • Requirements Match – an automated email showing properties, whether rental or for sale, that match the requirements of contacts who are subscribed.
  • Early Bird Alert – an automated email with Early Bird alerts to subscribers for properties which have just entered their early bird period.

Setting up an Automated Composition:

  1. Click on the composition type you would like to setup.
  2. For each of the 3 Automated Composition types, you are presented with tabs for Email Contents, Sending Settings and Subscribers.
  3. In the Email Contents tab, you may edit the subject heading and create a standard message that sits above the properties that are in the alert.
  4. You can also change the types of property included in the alert by ticking the appropriate boxes.
  5. Before moving to another tab, be sure to click ‘Update Settings’.
  6. Click on the Sending Settings tab. On this page you can edit the name of the composition so you may find it later, the from address and schedule to which the emails are sent.
  7. Lastly, you can choose the recipients for your alert in the Recipients tab. Select from particular groups in your database or subscribers from previous campaigns.

Tip Sheet - general emails

Using General Emails

The Campaign system update allows you to create one-off emails simply and effectively without leaving iDashboard.

The default screen for General Emails shows a "New Composition" link at the top of the screen, and underneath a list of all emails that have been sent or still in draft status. This allows you to quickly see what email template was used, the number of recipients assigned to it, as well as some useful tools including a preview link and copy function for reusing standard messages you might use on a frequent basis. Old emails that serve no purpose can also be deleted from this list.

Writing a new email:

  1. Click "New Composition" at the top of the screen.
  2. Select an email template. Note: your office may have one standard template, or multiple templates. If you would like a custom template made for a specific purpose, please contact support@iproperty.com.au.
  3. Now you may edit the From Address, Recipients and Email Subject.
  4. Clicking on Add Recipient brings up a screen that allows you to search for a specific contact, or add a new contact to your database using the same form as found in the main iDashboard Contacts area.
  5. Underneath, you will see the main working space for editing the content in your email. To use this, it’s as simple as clicking on any heading, message area or line of text and adding your own text content.
  6. You can format anything you write with the Microsoft Word style toolbar above the editing area. Simply select text and make it bold, italicised, underlined or change the font size and colour.
  7. If you would like to add a property, add an image or add a website hyperlink – click on the House, Photo or Link icons in the toolbar to the right of the bullet point icons and follow the prompts.
  8. When you are happy with your email composition, click one of the 3 blue buttons above the working space to send the email out, save as a draft, or send a preview of it to yourself.

Reviewing / Reusing existing emails:

  1. To open up a draft email for editing or review the content of a sent email, simply click the appropriate email from the list presented in the General Emails home area.
  2. Once inside, you may review or edit the content and or the recipients and choose a course of action using one the 3 blue buttons.
  3. You may also preview or create a copy of an existing email by clicking the Magnifying glass or Copy icon from the list view. Clicking Copy creates another instance of that composition and directs you to the normal editing view. 

Tip Sheet - email tracking

The Campaign system update has introduced a simple yet powerful email tracking system to assist you with your marketing activities.

The default screen for the Campaigns area is a list of all previous email campaigns sent out. The list shows you the name of the campaign, the date sent, number of recipients, number of times opened, number of times someone clicked a link within it and the number of email bounces (due to incorrect email addresses or network errors).

Tip Sheet - new eMag system

This article is currently being prepared.

It will be published shortly. Please check back later to help understand the great new benefits available to you with the latest iDashboard release. Thanks for looking!

Regards,

The iProperty Team

New Campaigns area in iDashboard

Over the last few months we've been working hard to improve upon some of the most popular features of iDashboard. As a direct response to some of your requests we have focussed our efforts in this area in order to make iDashboard an even better tool to use.

In our upcoming release we've redesigned our Campaigns area from the ground up. We feel that what we've done will make it much easier to create and manage outgoing emails, and we've given you the power to control things which were originally fixed within the system.

Our new Campaigns area is broken up into 4 distinct areas which are used depending what types of emails you'd like to send out.

How to - the new reports builder

We have introduced a new report builder in iDashboard. This new report builder looks daunting, but it really is very easy to use, and best of all it gives your ageny loads of power when it comes to generating your report.