Brief Your Market

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.

This article includes: 

• Brief Your Market integration
  • Setting default settings
  • Fields uploaded to BYM
  • GDPR consent
  • Your Brief Your Market account
  • Records in Brief Your Market
  • Contact export logic
• Setting up to send data to Brief Your Market

Brief Your Market integration

Setting default settings

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

1. Click Tools on the main toolbar
2. In the dropdown menu, click Templates and admin
3. On the side menu, under System Tools, click System Administration
4. Click Branches
5. Click Edit next to the relevant branch
6. Scroll down and click Brief Your Market Settings
7. Tick Enabled to enable integration
8. 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)
9. Click Save
10. 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 to BYM

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

One of the preferences indicates whether they grant or deny consent for General Marketing. 

• If consent is granted or unknown, the contacts details will be shared and uploaded
• 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:

Setting up to send data to Brief Your Market

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