Rex CRM can automatically create match profiles for buyers based on incoming listing enquiry leads, open home attendances, and guests of private inspections. You can also choose to add match campaigns to these automatically created profiles, using a set of global settings.
To add campaigns to auto-created match profiles:
- Go to Settings > Match Profiles & Alerts
- Make sure at least one of these is ticked: listing enquiry leads, open home attendances, or guests of private inspection appointments
- Scroll down to Automated Match Campaigns
- Set the frequency, start time, end time, and expiry of the campaign
- Click Save Changes
Rex CRM will now automatically create campaigns for buyer match profiles created using the above triggers.
Please Note: The expiry field must be filled in to avoid campaigns terminating prematurely. If you don't need an expiry, set it to indefinitely.
Please Note: Rex CRM cannot create campaigns for manually created match profiles. Campaigns are only created at the time the match profile is created, and cannot be backdated.
You can identify which match profiles have automatically created campaigns by doing the following:
- Go to the contact record
- Open the Match tab
- Check that the match profile shows auto created from a listing
- Check that the match profile has the grey auto created label
You can also confirm this when the match profile is open, by looking for the grey auto created label on the right-hand side under Campaign Settings.
For more on how these updates are sent and triggered, see What Are Automatic Updates?