Estate Agent Pro Enterprise

Marketing Screen

Marketing Screen

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Marketing Screen

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The marketing screen is where you can communicate with all clients both active and historical, other estate agents, solicitors or indeed anyone else you may have added such as plumbers and electricians.

 

Marketing Screen Marketing Screen

 

MarketingScreen

 

This screen can be broken down into 4 primary areas.

 

Clients Grid Clients Grid

 

MarketingScreenClentsGrid

 

See How do I use the navigation buttons? for further help on the navigation bar.

 

 

This grid contains a list of all clients in the system. This comprises of all applicants, additional applicants, vendors, additional vendors, external clients that have been added in a chain, accountants, estate agents, solicitors, surveyors that have been added from any of the other screens in Estate Agent Pro Enterprise.

 

The From date includes clients based on the date the clients record was created/edited. The Branches list is the branches to include. Once set these will be remembered. If you need to change these it will be necessary to click on the Go Button button to reload the client list.

 

It also includes other "clients" that you can add using this screen such as plumbers, electricians, etc. to do so use the Add Button button on the navigation bar at the bottom left hand side of this grid.

 

Clients can be filtered on by using the Filter Button button. See How do I filter properties? for an example of how this works. Only the advanced filtering tab is available here.

Removing the Include Checkbox check from the Inc(lude) column will exclude the client from being sent the letter when using Email All, Print All and Text All.

 

If the client is a vendor the Property image will be displayed in the second column. If the client is an applicant the Applicant image will be displayed in the third column. Of course, a client can be both a vendor and an applicant!

 

The first column graphically illustrates the type of internal EAP Client this is. Clicking on the btnNavInfo button on the navigator bar will display the client legend as shown. These are internal to EAP and cannot be changed.

 

The Category column is definable by your system administrator.

 

Both of these two columns can be filtered. See How do I use grid column grouping and filtering? for further information.

Client Legend

 

Contact Details Grid Contact Details Grid

 

Contact Details Grid

These are the contact details that have been entered for selected client.

The image in the left hand column indicates the type of communication device applicable.

 

Clicking on the Mobile phonebButton button will open the SMS Text Messaging Screen to enable you to send text messages to them. This has to be configured and additional charges apply. Clicking on the Mail button will open the Email Screen enabling you to send an email. Both of these types of communication will be stored under the Draft & Sent Communications of the client. See the Customer Communications Screen for more information.

 

 

 

Marketing Letter Marketing Letter

 

Marketing Letter

 

Any number of standard letters specifically for marketing can be defined by your system administrator and provide standard mail-merge capabilities. The letter to use can be selected by using the Marketing Letter Dropdown List drop down list. Once merged these letters can be edited before being texted, emailed or printed. The sending/printing of these letters is covered in the Ribbon Bar section below.

 

Spell checking, similar to Microsoft Word is used in all letters and certain other areas as appropriate. Misspelled words are underlined with a red squiggly line e.g. MisspelledWord. Right mouse clicking on the word will provide a list of alternatives.

 

A thesaurus is available by placing the cursor on any word and then clicking the Thesaurus Button button. A screen will be displayed which allows you to replace the current word with a synonym or antonym.

 

Standard phrases, defined by your system administrator can be inserted using the Insert Phrases Button button.

 

Notepin This screen is designed to save you money when communicating with lots of clients. It is recommended that whenever possible you email all clients that have an email address by clicking the Email All button as this doesn't cost anything. The checkbox in the Sent column will automatically be updated if the email was successfully sent. Next, if the letter is small, send a text to all of the remaining clients that have a mobile phone by clicking the Text All button. Again the checkbox in the Sent column will be automatically updated. You can then print the letter to all of the remaining clients by clicking the Print All button.

 

Ribbon Bar Ribbon Bar

 

Ribbon Bar

 

It is not the intention of this document to provide an explanation of standard functions found in the Clipboard, Editing and Font ribbon bar groups with the exception of the usage of the btnThesaurus thesaurus and btnInsertField Insert Phrase buttons which has already been covered under the Marketing Letter section above.

 

Email Selected Button

This will open the Email Screen populated with the mail-merged letter along with any attachments added with the selected client set as the recipient. Your Email logo if defined is automatically added to the top of the email. At this point additional recipients or cc's can be added. Once sent, the letter will be stored, along with any attachments, in the clients sent letters. The checkbox in the Sent column will be automatically checked. If this button is disabled it is because the client doesn't have an email address or email has not been configured by your system administrator.

Emaill All Button

This will send an email to all clients that have the inc(lude) checkbox ticked, have not already been sent a communication (Sent column ticked), and have an email address. The checkbox in the Sent column will be automatically checked if the email is successfully sent. This will take a little while if emailing lots of applicants.

Attachments Button

btnAttachmentsSplit

This is a split button. If the top part of the button is clicked a dialog will be displayed enabling you to select a file to attach. If the bottom part of the button is clicked  a drop down list will be displayed listing the current attachments. Any number of attachments can be added.

Print Selected Button

Prints the letter and, as the system assumes you will be posting this to the client, stores it in the clients sent letters. The checkbox in the Sent column will be automatically checked.

Print All Button

This will print a letter to all clients that have the inc(lude) checkbox ticked, have not already been sent a communication (Sent column ticked). The checkbox in the Sent column will be automatically checked. This will take a little while if printing letters to lots of applicants.

Print Labels Button

This prints address labels for all clients that have the inc(lude) checkbox ticked.

Print List Button

Displays a list of all Inc(luded) clients and their contact details for printing.

Text Selected Button

This will open the SMS Text Messaging Screen screen populated with the mail-merged letter. Once sent the letter will be stored in the clients sent letters. Letters sent as text messages should be brief as the maximum content of each message is limited to 160 characters. If it is more than this it will be sent as multiple texts. The checkbox in the Sent column will be automatically checked. If this button is disabled it is because the client doesn't have a mobile or text messaging has not been configured by your system administrator.

Note Additional charges apply.

Text All Button

This will send a text message to all clients that have the inc(lude) checkbox ticked, have not already been sent a communication (Sent column ticked), and have a mobile phone. The checkbox in the Sent column will be automatically checked if the text message is successfully sent. This will take a little while if texting lots of applicants.

Draft & Sent Button

Provides details of all communications previously sent to the current client. Communications can be resent from this screen.

 

See the Customer Communications Screen for more information.

Contacts Button

Displays a list of all contact details for this client including those of the vendor and his solicitor if relevant. There are also tabs on the screen for sales chasing, central notes and chain flow.

 

See the Contacts Screen for more information.

View Property Button

This is enabled if the current client is a vendor. Clicking this button will open the Properties Screen focused to this clients property.

View Applicant Button

This is enabled if the current client is an applicant. Clicking this button will open the Applicants Screen focused to the clients applicant record.