A Complete Guide to the Emails You Can Send Automatically with Real Geeks
This guide provides a comprehensive overview of all outgoing email communications available through your Real Geeks platform. It outlines the different types of emails sent to leads, helping you understand their purpose, timing, and customization options. Whether you’re nurturing prospects, following up on inquiries, or keeping clients engaged, this resource ensures you’re fully informed about the email tools at your disposal.
Table of Contents
Emails from the Website
These automated communications are generated by your Real Geeks website to engage and nurture leads. These emails are automatically triggered by specific actions taken on the website and are crafted to enhance engagement while maintaining connections with your services. They provide timely and relevant information, allowing you to remain memorable and effectively convert more leads into clients.
Normal Sign-Up
The Initial Welcome Email is sent automatically to leads when they sign up on your website by performing an action such as viewing a property or conducting a search. This email serves as the first point of contact, welcoming the lead and confirming their registration.
Key Features of the Initial Welcome Email
- Immediate Acknowledgment: Ensures the lead feels recognized and valued as soon as they sign up.
- Customizable Content: Agents have the flexibility to personalize the email’s text, allowing you to tailor the message to your branding and communication style.
- Action-Oriented Content: Encourages the lead to continue exploring properties, save searches, or request more information through your website.
- Contact Information: Includes your details so leads can easily reach out with questions or to schedule a consultation.
This email is your opportunity to make a great first impression. By customizing it to reflect your unique value, you can build rapport with leads and encourage them to engage further with your website and services.
How to Edit Normal Sign Up Email
- Go to your website backend by adding /admin to the end of your website domain (www.website.com/admin)
- Under Emails & Sign Up Forms, click Auto Responder Emails
- Click Normal Sign-Up
Saved Searches
Saved Searches are among the most frequently sent emails in the Real Geeks platform. This automated feature keeps leads informed about new properties that match their criteria by monitoring the MLS and sending updates on new listings, price changes, or status updates.
Key Features of Saved Searches
- Personalized Alerts: Emails are tailored to the criteria set in the lead’s search, such as location, price range, property type, and more.
- Automated Notifications: Leads receive timely updates without any manual effort, keeping them engaged and informed.
- Lead Engagement Tracking: You can see when leads open these emails or click on property links, helping you prioritize follow-ups with active prospects.
Saved Searches are vital for keeping agents top of mind with leads. By regularly providing valuable property updates, these emails foster relevance and trust—crucial elements for converting leads into clients. Prioritizing Saved Searches helps maintain lead engagement and increases the likelihood of them choosing you as their agent.
Saved Search Email Frequency
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Daily E-mails are sent Daily
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Weekly E-mails are sent every Friday
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Bi-Weekly E-mails are sent on the 1st and 15th of the month
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Monthly E-mails are sent on the 1st of the month
Please note
While you can adjust the properties your lead is being notified of, the email templates themselves are not customizable. These emails are designed to ensure consistency and optimal performance in delivering relevant updates to your leads.
For step-by-step instructions on how to set up and manage Saved Searches, check out our guide to using Saved Searches.
Market Report
Market Reports keep leads updated on real estate activity in their areas. These automated reports deliver insights on current market trends, including active listings, recent sales, and pricing changes, positioning you as a trusted real estate expert.
Key Features of Market Reports
- Comprehensive Market Insights: Reports include key data on active listings, recent sales, average prices, and market trends for a specific area.
- Automated Updates: Once set up, these reports are sent automatically on a recurring schedule, ensuring leads stay engaged with fresh insights.
- Engagement Tracking: See when leads open the reports or interact with links, allowing you to identify opportunities for follow-up.
Market Reports are among the most effective tools for re-engaging leads and drawing them back to your website. By providing valuable, actionable information, these emails help you remain relevant and trusted, ultimately improving your chances of converting leads into clients.
Please note
While you can adjust the properties your lead is being notified of, the email templates themselves are not customizable. These emails are designed to ensure consistency and optimal performance in delivering relevant updates to your leads.
For detailed instructions on setting up and managing Market Reports, visit our guide to using Market Reports.
Seller Lead Valuation
Seller Lead Valuation Emails are automated follow-ups sent when a lead completes the seller valuation tool on your website. These emails are designed to provide leads with an estimated property value or let them know that you’ll be reaching out with a customized report. Depending on the circumstances, one of two emails will be sent:
- Seller Lead Automated Valuation Email: Sent when the lead receives an instant, on-screen valuation. This email reiterates the valuation details and encourages the lead to connect with you for further assistance or insights.
- Seller Lead Custom Valuation Email: Sent when the lead’s valuation requires manual follow-up. This could occur due to non-disclosure regulations in your state or other circumstances that prevent an immediate valuation. This email informs the lead that you will be contacting them personally with a detailed report.
Key Features of Seller Lead Valuation Emails
- Timely Communication: Ensures that leads receive immediate acknowledgment after using the seller valuation tool.
- Customized Follow-Up: In cases where an instant valuation isn’t provided, the custom valuation email sets the expectation of personal outreach, enhancing trust and professionalism.
- Lead Engagement: These emails create an opportunity to engage seller leads by addressing their needs and demonstrating your expertise in pricing and market trends.
How to Edit Seller Lead Valuation Emails
- Go to your website backend by adding /admin to the end of your website domain (www.website.com/admin)
- Under Emails & Sign Up Forms, click Auto Responder Emails
- Click Seller Lead Automated Valuation or Seller Lead Customized Valuation
For more information on managing seller valuation emails and setting up the seller valuation tool, check out our guide to seller lead valuations.
Inquiry Auto Responder
The Inquiry Auto Responder is an automated email sent immediately when a lead submits a “Contact Us” form on your website. Located in the CRM, this email serves as an instant acknowledgment of the lead’s inquiry and reassures them that their request has been received.
Key Features of the Inquiry Auto Responder
Immediate Confirmation: Lets the lead know their inquiry has been successfully submitted, providing peace of mind.
Customizable Message: Agents can personalize the content to reflect their communication style and branding.
Professional Reassurance: Informs the lead that you’ve received their message and will respond as soon as possible.
Contact Details: Includes your information to encourage further communication while they await your response.
This feature is essential for maintaining a professional image and setting expectations with leads. By promptly acknowledging their interest, you demonstrate responsiveness and begin building trust right away. To update the Inquiry Auto Responder, visit the settings page at leads.realgeeks.com/settings.
Workflows
The Real Geeks Workflow system is a powerful resource designed to help agents create automated message campaigns that streamline communication with leads over time. These workflows can include both emails and texts, offering a multi-front approach to keeping leads engaged and informed.
Key Features of the Workflow System:
Automated Campaigns: Schedule and send a series of pre-designed messages to nurture leads without manual effort.
Multi-Channel Communication: Combine emails and text messages to connect with leads through their preferred communication channels.
Email Flexibility: Use emails to share valuable resources, provide in-depth information, or attach important documents to enhance the lead experience.
Customizable Campaigns: Tailor workflows to specific lead types or stages of the sales process, ensuring relevant and personalized outreach.
Time-Saving Automation: Free up time by setting workflows to run automatically, allowing you to focus on higher-priority tasks.
By incorporating emails into your workflows, you can ensure consistent, professional communication while sharing valuable content that helps move leads closer to conversion. To create or manage workflows, access the system directly at leads.realgeeks.com/drip/workflows.