Using Automated Email, SMS and Property Alerts
AgentCentre Education

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.

By Ken Hobson

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.

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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.

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