SME Professional allows users to email potential tenants with details of available properties that match their criteria.
1. Viewing all matched tenants for one specific property
Go to Lettings properties > View properties
Locate the required property
Within the Views column, expand the dropdown and select Potential tenants
Users will be directed to a page that lists all potential tenants who match this property (based on their criteria)
Select Send email to matching tenants
A preview of the email will open, which contains details the selected property including the lead image, advertised price and long description
Users can update the subject line of the email by editing the Subject field
Clicking Send will send this email to all matching potential tenants (note, all recipient email addresses will be BCC'd).
2. Viewing all matched properties for one potential tenant
Go to the Correspondence > Potential tenant
Locate the required enquiry
Within the Action column, expand the dropdown and select View matched properties
Users will be directed to a page that lists all properties which match this potential tenant (based on their criteria)
Within the Include in match email column, ensure all properties to be included in the email are ticked
Select Email selected properties
A preview of the email will open, which contains details of each selected property, including the lead image, advertised price and long description
Users can update the subject line of the email by populating the Subject field
Click Send
Note: If a matched property is missing key marketing information, it will not be eligible for inclusion in the matching email. Hover over the red exclamation icon (shown below) to see what information is missing.
3. Matching Consent
Within the potential tenant record, users have the ability to set whether the individual has given their consent to receive property matching emails.
If set to Consent denied, this potential tenant will not be sent any property matching emails
If set to Consent given or Not set, the potential tenant is eligible for property matching emails
To set property matching consent:
Go to Correspondence > Potential tenant
Locate the enquiry in question
Click on the edit pencil icon
Expand the Property matching consent dropdown and select the relevant option
Click Submit
Video tutorial