
Using Automated Email, SMS and Property Alerts.
Automated communication can save time and keep contacts informed, but it works best when the message is relevant, timely and based on accurate CRM data.
Automated email, SMS and property alerts can be useful when they send the right information to the right person.
They become less useful when contacts receive too many messages or information that no longer matches what they need.
Start with accurate CRM data.
Automation is only as good as the information behind it.
Before using automated communication, make sure you have current details such as:
Buyer requirements
Preferred suburbs
Price range
Property type
Selling timeframe
Contact preferences
Correct mobile and email details
If the data is wrong, the automation will be wrong too.
Use property alerts carefully.
Property alerts can help buyers hear about relevant listings quickly.
They work best when the buyer requirements are current.
Check:
Suburbs
Price range
Property type
Bedrooms
Land size
Other important requirements
Avoid sending every new listing to every buyer.
Relevant alerts are far more useful than frequent alerts.
When email works well.
Email is useful for information that needs more detail.
For example:
Property alerts
Market updates
New listing information
Recent sales
Longer follow-up messages
Past-client communication
Email also gives the contact more time to read and respond.
When SMS works well.
SMS is better for shorter and more immediate communication.
For example:
Inspection reminders
Appointment confirmations
Quick follow-up
Auction reminders
Important property updates
Keep automated SMS messages short and clear.
Be careful with automated sequences.
A sequence may include several emails or messages sent over time.
These can work well for:
New enquiries
Buyer follow-up
Long-term seller nurture
Past-client communication
General market information
But the sequence should stop or change when the person’s situation changes.
For example, a buyer who has already purchased should not keep receiving messages asking whether they are still looking.
Set clear stop points.
Every automated sequence should have a reason to stop.
That might include:
Contact has responded
Buyer has purchased
Seller has listed
Appointment has been booked
Contact has asked not to receive further messages
Opportunity has been closed
Without clear stop points, automated communication can quickly become annoying.
Keep personal communication where it matters.
Some conversations are better handled directly.
Examples include:
Appraisal follow-up
Serious buyer interest
Offers
Negotiations
Vendor concerns
Price discussions
Sensitive situations
Automation can prompt the agent to make contact without sending the conversation automatically.
Review automated communication regularly.
Check:
Are the messages still current?
Are links still working?
Are contacts receiving too many messages?
Are old sequences still running?
Are property alerts still relevant?
Are people being removed when their situation changes?
Do not set an automation once and forget about it.
A simple rule.
Before sending something automatically, ask:
Would this message still make sense if the contact received it today?
If the answer is uncertain, review the data or make the communication personal instead.
Good automation should make communication more consistent without making it feel less relevant.
