Brief Your Market (BYM) is a unified marketing and communications platform who provide their customers control of all their marketing activities from a single place.

Alto BYM integration allows contact records to be transferred from Alto to your BYM account. This is enabled at branch level and contact records are uploaded and amended automatically as you work.

 Note

You must have a commercial agreement in place with Brief Your Market in order to use this facility

This article includes: 

Brief Your Market Integration

Setting defaults

 Note

You will need access to System Administration, to edit your default settings. Your appointed Group Administrator will have access to these permissions

BYM integration is enabled and disabled on a per branch basis. To do this:

  1. Click Tools on the main toolbar
  2. On the side menu, under System Tools, click System Administration
  3. Click Branches
  4. Click Edit next to the relevant branch
  5. Scroll down and click Brief Your Market Settings
  6. Tick Enabled to enable integration
  7. Enter your BYM User Name and Password
    (These are not the same as your BYM control panel credentials. These will need to be provided by Brief Your Market themselves)
  8. Click Save
  9. Repeat the above steps for each branch, as required
    (BYM can provide one url login for all your branches if you prefer, and, if you want all your contact records combined into one BYM dataset)

Fields uploaded

The following contact fields are uploaded to BYM:

Title

Salutation

First Name

Last Name

Active

Branch

Client Type

Company Name

Email address

Home Telephone

Work Telephone

Mobile Phone Number

Address Line 1

Address Line 2

Address Line 3

Town

Country

Postcode

Is contact a:   Contractor

Lettings Applicant

Sales Applicant

Landlord

Tenant

Solicitor

Vendor

Date Created

Date Updated

Buying Position

Property Position

Min Beds

Max Beds

Min Price

Max Price

Financial Services Questions

If the contact record is amended and saved, the changes are automatically sent to Brief Your Market.

GDPR consent

On a contact record, the Preference Centre records your contacts consent status, the date consent was obtained, and by whom/or how this consent was gained.

  1. Click Contacts on the main toolbar
  2. Select the relevant contact from Recent & Favourite Contacts
    1. Alternatively, find the contact using the Search Contacts bar in the top right
  3. Click Contact on the side menu
  4. Click the Preference Centre top tab

GDPR.png

One of the preferences indicates whether they grant or deny consent for General Marketing. If consent is denied, the contacts details will not be uploaded (or will be removed from BYM if they have already been uploaded).

Your Brief Your Market account

BYM will create a new account to use with Alto. If you already have and use an account with BYM, they may be able to copy parts of it across to the new account (i.e. Templates / Triggers / Images etc.).

Please contact BYM support for assistance with this (telephone 0344 800 8424).

Records in Brief Your Market

When you log into https://briefyourmarket.com and click on the Contacts tab, the uploaded information can be edited and used for Brief Your Market marketing functions.

Contact export logic

Alto automatically classifies contact statuses based on their type and relationships to properties and tenancies. The following table shows how we have mapped these to the BYM Contact Status field options:

BYM Contact Status Field

Alto logic to match status

Alto Overview Status

"VebraAltoIsContractor"

Contact type = Builder, Utility, Service, Board Contractor, Maintenance, Surveyor

Contact type (varies)

"VebraAltoIsLettingsApplicant"

Contact type = Client & (Intention = Rent or Intention = Buy or Rent)

Applicant, Tenant

"VebraAltoIsSalesApplicant"

Contact type = Client & (Intention = Buy or Intention = Buy or Rent)

Applicant

"VebraAltoIsLandlord"

Contact type = Client & has property that is To Let

Landlord

"VebraAltoIsTenant"

Contact type = Client & has an active tenancy

Tenant

"VebraAltoIsSolicitor"

Contact type = Solicitor

Solicitor

"VebraAltoIsVendor"

Contact type = Client & has property that is For Sale

Vendor

 

Setting up to send to Brief Your Market

 Note

You will need access to System Administration, to edit your default settings. Your appointed Group Administrator will have access to these permissions

If you are already signed up with Brief Your Market, they will provide you with a username and password.

  1. Click Tools on the main toolbar
  2. On the side menu, under System Tools, click System Administration
  3. Click Branches
  4. Click Edit next to the relevant branch
  5. Scroll down and click Brief Your Market Settings
  6. Tick Enabled 
  7. Enter the BYM User Name and Password you have been given
  8. Click Save

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