Rex CRM has the ability to automatically create match profiles for buyers based on incoming leads of type ‘listing enquiry’, open home attendances and guests of private inspections. You can opt to also add match campaigns to these automatically created match profiles, using a set of global settings.
To add campaigns to auto created match profiles, do the following:
1. Navigate to 'Settings' > 'Match Profiles & Alerts'
2. Ensure at least one of the checkbox items is ticked from ‘listing enquiry leads’, ‘open home attendances’ and ‘guests of private inspection appointments’
3. Scroll down to 'Automated Match Campaigns'
4. Set the frequency, start time, end time and expiry of the campaign
5. Click ‘Save Changes’
Rex CRM will now automatically create campaigns for buyer match profiles created using the above triggers.
Note: Rex CRM cannot automatically create campaigns for manually created match profiles. It will only create the campaigns when the match profiles are created, and cannot retroactively backdate campaign creation.
You can identify which match profiles have automatically created campaigns by doing the following:
- Go to the Contact record
- Open the 'Match' tab
- Verify the match profile is ‘auto created from’ a listing
- Verify the match profile has the grey ‘auto created’
You can also verify this when the match profile is opened, by checking for the grey ‘auto created’ label on the right hand side in the Campaign Settings.