What this does
Listing launch is a campaign template for a new listing. It gives the listing's team a list of tasks. One task makes the listing's designs in Canva. Another task prepares an update to the sellers for you to review.
Listing launch is your workspace's own template. You can edit it, copy it and rename it.
Plan marketing
In the menu, open Properties → Listings. On Our listings, open a listing. Or open the listing's property.
Select Plan marketing. Listing launch is first in the menu. Next is the listing's open house from the MLS, if it has no campaign yet. Last are your other templates for a listing.
Choose Listing launch. A new campaign opens with this listing. Check the dates and the people, then select Create campaign.
When you start from Our listings, Berchtold first looks for the listing's property in your CRM. If there is none, it adds the property from the MLS listing.
You see Plan marketing only if you have permission to create campaigns.
The designs task
The designs task makes the listing's designs from your team's Canva templates. When the task starts, Berchtold makes the designs in the Canva account of the person the task is assigned to. You get a notice when they are ready.
The task and the property show each design and its status:
- Making: Canva is filling the template.
- Ready: the design is in your Canva account.
- Saved to Berchtold: the image is in your media library.
- Failed: Canva could not make the design. The reason shows under it.
Select Edit in Canva to change a design. Select Save to Berchtold to keep the finished image. When you save a design again, the new image replaces the old one.
To make more designs, select Make designs. Choose the templates, then select Make designs under them.
If you have not connected Canva, the task says so. Select Connect Canva. See Canva.
The seller update
Berchtold prepares an email to the sellers. It does this when the designs task is done, or 3 days before the update is due. The email:
- Links to the listing's page on your website.
- Describes the showings and the open house.
- Attaches up to 5 of the saved designs.
The email waits in Approvals. Review it, change it if you want, and send it. It goes out in your name, and replies come to you.
Showings stay in ShowingTime. The email only describes them.
If the listing has no deal, the task says so. Link the listing to its deal, then you can send the update.
The open house
When the MLS has an open house for the listing, it shows in Plan marketing. Choose it to set up the open house campaign. See Campaigns, open houses and events.