Once you've added a Match Profile, it pays to add a campaign to it. This automatically sends buyers any new published listings that match their profile.
To do this:
- Open the Match Profile. If you haven't created one, see Creating a Match Profile.
- In the right-hand pane, click the red Edit button next to Campaign Settings
- Under Email Settings, change Never to the time-frame you want emails sent (the settings are the same for SMS, so if you don't want to send emails, do the following under SMS Settings instead):
- Immediate: lets you set the time of day to send between, for example 9:00 AM and 5:00 PM (see the note at the bottom of this page before using this option)
- Daily: gives you a time to send every day
- Weekly / Fortnightly / Monthly: lets you choose which day to send and at what time
- Set an expiry if you like. This is the date the campaign is cancelled, after which the buyer no longer receives automated emails.
- To set up automated SMS alerts, repeat steps 3 and 4 under SMS Settings (see the note at the bottom of this page)
- When you're finished, click Done
- Click Save
This won't send your contact any listings right away, only new listings created from this point onwards. If you have existing listings you want to send to the buyer, see Manual Match.
Please Note: A few things to keep in mind with campaign timing and SMS:
- Using Immediate sends an email as soon as a listing is published. This is fine with the default Rex e-brochures, but if you use Siteloft there can be a short delay before the listing appears on your site, so buyers may briefly receive dead links. This is usually no more than an hour.
- If you create a large number of listings, buyers on Immediate will receive a lot of emails. To avoid this, use Daily or Weekly, which bundle several listings into a single digest.
- SMS can be a costly option. Each message uses Marketing Credits, so it's worth checking with management before turning on SMS in your campaign settings.
- Rex can't unsubscribe a contact automatically if they reply STOP. You'll need to open their contact record and turn off the Match Campaign yourself.
For more on how these updates are sent and triggered, see What Are Automatic Updates?