You can add an Estimated Marketing Date for a property in BDP, allowing automated email rules to trigger based on this date. To enable, an Administrator can: Navigate to Configuration > Configuration > Account Configuration widget. Enable the Estimated Marketing Date option. The Estimated Marketing Date option will appear in the left hand Tool when […]
Category: Basic admin training
BDP Event Types
Below is a list of events types that can be used to trigger rules in BDP. Event Name Explanation Example Advice Appointment Created Activates when an advice appointment is created Applicant added to Mailing List Activates when an Applicant is added to the mailing list Call Reminder Set Activates when a call reminder is set […]
Source of Lead Widget
The purpose of this new widget is to allow you to select which items appear in the “Source” dropdown within the viewings and valuation forms. From here, you can begin to track where all your business leads are coming from and adjust your marketing accordingly. The first time you visit this widget, you’ll have access […]
Changing the calendar colour for a User
Changing the colour of a user in the calendar is simple. Follow these steps. You must be an administrator to carry out this change. Click on Configuration > Agency Details in the left-hand menu Click the pencil icon next to the User you wish to edit Click anywhere in the Calendar Colour input box The […]
Movie Details
Back to adding Images – Forward to completing Marketing Materials If you use property movies, ensure that this is activated in the Attributes Manager (Configuration > Attributes Manager > Video Details). There are currently three available options: Shoothome Video 360° Virtual Tour however please ask us if you wish to add a currently unsupported supplier. […]