What this does
The Open house template has a task to email the open house to your sphere and the neighbors. Berchtold prepares that email for you. You review it and schedule it. When it sends, the task is done.
The email shows:
- The date and time of the open house, and the address.
- The host's name and phone number.
- The open house graphic, when one is saved.
- The listing's price, beds, baths and square feet, with the credit line the MLS requires.
- A See the home button that opens the listing's page on your website.
The listing's details come from the MLS. Berchtold adds them only for your team's own listings.
How the draft is made
3 days before the email task is due, Berchtold writes the draft on the task. If the task waits for other tasks, the draft may come after they are done. You get one notice.
The task shows Email. It says Draft ready, the lists it goes to, and how many people get it now.
Select Preview to see the email. Select Review and schedule to open it in Email. Check the lists, the text and the photo. Then schedule it.
Berchtold fills in the date, time, host and price when the email sends. If the open house moves or the host changes, the email has the new details.
When the email sends, the task is done. You don't need to mark it done.
What the task shows
- Not prepared yet: the day Berchtold prepares the draft.
- Draft ready: review the draft, then schedule it.
- Scheduled: the day and time it sends.
- Sent: when it went out. Select See the results for opens and clicks.
Who gets it
Each draft goes to the default lists set on the template's email task. It also goes to the campaign's sign-up list. You can change the lists on the draft before you schedule it.
To set the default lists, an admin edits the template:
Go to Campaigns → Campaign templates. Select Edit on Open house.
Select Activities, then open the task that emails the open house.
In Work, Prepare an email is chosen. In Email design, keep the Open house starter or choose one of your email templates. Under Default lists, select Choose and pick the lists. Then select Save template.
A task in any template can prepare an email. In the task's Work, choose Prepare an email.
The open house graphics
The Open house template also has a task to make the open house graphics. It makes the listing's designs from your team's Canva templates. The email uses the newest saved design as its photo.
Every campaign with a listing shows Designs on its Overview. You can select Make designs, Edit in Canva or Save to Berchtold there too. See Listing launch and Canva.
Invite the guests of a date
On a campaign date, select Invite by email to make a draft for everyone on that date's list. You see it when the campaign has an email task, or when guests reply to invitations.