A Web-Style List is a compact marketing email that embeds several properties in one message, keeping the email size small. It's the recommended way to send a contact multiple properties, or to send one property to multiple contacts. You can send one from a contact record or from a property record.
Sending a Web Style List to your Contacts
Start from the contact record to send them a selection of properties in one email.
- Click Contacts on the main navigation bar
- Select the relevant contact from Recent & Favourite Contacts
- Alternatively, find the contact using the Search Contacts bar in the top right
- Click Docs
- In the dropdown menu, click Send Brochure
- The Output Wizard window displays. Click below the @ E-Mail? header until it says Web-Style List
- You can add multiple properties to the email using the Add a Property search bar, if you know of ones that may be suitable
- The contact you selected appears in the Applicant(s) section. You can view their Name and their consent to property matching and the methods of communication they have granted. Again, you also have the option to add multiple contacts using the Add a Recipient search bar, if you know of others that may be suitable
- The E-Mail message can be altered providing the #property-repeater-row# merge field is not removed as this pulls the property detail into the email
- Click OK and an email will be sent to the contact(s) selected. This will appear in the property and contact Timeline, listed as Marketing Email: Embedded HTML
Sending a Web Style List from a Property
Start from the property record to send that property to several contacts at once.
- Click Properties on the main navigation bar
- Select the relevant property from Recent & Favourite Properties
- Alternatively, find the property using the Search Properties bar in the top right
- Click Docs
- In the dropdown menu, click Send Brochure
- The Output Wizard window displays. Click below the @ E-Mail? header until it says Web-Style List
- The property selected appears in the Properties section, but you can add additional properties using the Add a Property search bar, if you know of others that may be suitable
- You have the option to add multiple contacts using the Add a Recipient search bar, if you know of others that may be suitable, or, click Add New to create new applicants
- The E-Mail message can be altered providing the #property-repeater-row# merge field is not removed as this pulls the property detail into the email
- Click OK and an email will be sent. This will appear in the property and contact Timeline, listed as Marketing Email: Embedded HTML
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Related Help Centre articles that you may find useful.
Produce a Web Style List from a Match