Looking to create custom groups so that you can group your folks based on your needs?
Examples of Ways to Group your Contact List
- Source of your contact (referral, opt-in, open house lead, web lead, etc)
- Date of Initial Contact (month)
- Budget/offer
- Pre-approved or not approved to purchase a home
- Special notes (fears, concerns, personality)
Groups are tied directly to the Campaigns system, so creating and organizing your groups is the first step in creating a successful campaign, which is the key to success in processing online leads.
The CRM allows you to create and manage unlimited amounts of groups, and assign any particular lead to as many groups as you like or whichever you feel they fit into. This allows for faster and easier organizing and maintenance of leads.
To provide a better idea of how groups can serve you, let's imagine some examples of situations where the group option is useful. Let's say you created separate groups for each of the following types of leads:
- "Sellers"
- "Buyers - $300-400k"
- "Condo Buyers"
- "Sellers - Asking price > $1M"
- "Buyer Leads"
- "Have brought to showings"
- "First Time Buyer"
Remember, your contacts may be placed into multiple groups, which means you can have a contact that is in the "Buyer Leads" group as well as the "First Time Buyers" group.
With the contacts organized into groups, you can create one off blast emails or Drip Campaigns relevant to those groups.
For example, let's say a new Condo Development is going on the market soon. You could mention this in a blast email to your "Condo Buyers" group. Or, you could create a "Buyers - $300-400k" group. Then when you get a new $350,000 listing from a seller, you could send an email to that group, to promote the listing for them.
