Automated Communication and Alert Device
(AU Pat App No. 2010900456)

Suna has developed a communication device which can be integrated into its’ iRealty eMarketing Solution to provide real time automated dialogue between Opt-in email Subscribers included in a Client Email Campaign and the Clients Marketing Team. SMS alerts, Email alerts and Auto responders are triggered by the browsing activity of a targeted Opt-in email Subscriber, providing that Subscriber meets the terms in preferences and custom settings set by a Campaign Administrator prior to the commencement of an Email Marketing Campaign. There are no limits to the number of recipients who can receive SMS or Email alerts from the activity of a single subscriber, although the Campaign Administrator can determine the limitations with preference settings.

Below is an example of how the Suna Alert device might work in a Real Estate office environment:

1. All eMarketing Campaigns with “Alerts” switched ”ON” would post a link in a prominent position on the email that reads; “Important Privacy Information” “ click here”.
2. Given all Subscribers we send to are “opt in” and double “opt in” The gravity of the “Privacy Information” may be limited to a brief description of how they might trigger our alerts mechanism should they proceed and the resultant contact they may receive from a Salesperson.
3. Purpose of Privacy Information is to offer a reasonable level of disclosure to the subscriber – along with giving the Subscriber some confidence in the integrity of the campaign, by pre-empting the possible contact by a Salesperson, if “knowingly”, the Subscribers’ browsing activity meets the terms in preferences and custom settings set by a Campaign Administrator prior to the commencement of an Email Marketing Campaign.
4. An SMS alert containing Property ID, Subscriber contact details and advice as to whether the Subscriber has viewed the “Privacy Information” will be sent to the linked Salesperson when a Subscribers’ browsing activity meets the terms in preferences and custom settings set by a Campaign Administrator prior to the commencement of an Email Marketing Campaign.
5. An email alert containing the same advice as the SMS sent to the Salesperson will go to the Sales Manager/Principal to assist with sales meetings and reporting obligations
6. An email alert containing the same advice as the SMS which was sent to the Salesperson will go to the Administrator for the record.
7. An auto responding email will be sent to the Subscriber who was responsible for triggering the SMS to the Salesperson.
8. Auto responder to Subscriber could include;


1. A thank you message for expressing interest in (property description)
2. Include link “Important Privacy Information” “ click here”
3. Assurance that this email and our property newsletter carries no invasive software/spywareiv.
4. Disclosure that an SMS was sent to (Salesperson name), the information it contained and what actions from the subscriber had caused it to be sent - and that (Salesperson name) would contact him/her/ in due course.
5. A six question survey (see sample below) to help qualify the prospect, with each question being a dynamic link and clicking on just one question will trigger an automated SMS back to (Salesperson name) with the survey response details.


9. Sample Survey:


1. Are you a first home buyer?
2. Are you looking for a new residence?
3. Are you looking for an Investment Property?
4. Did the property you viewed (property description) appeal to you?
5. I am just looking at the moment
6. I need to sell our property before purchasing another


10. Response from Auto responder sent to Salesperson by SMS and an email sent to Sales Manager/Principal containing response to questions.

Lead Alert User Guide

Introduction

Lead Alerts are notifications sent to Sales Agents via SMS and/or email in real time when a Subscriber opens a HTML eMailout or clicks any links within a HTML eMailout a predefined number of times.

Sending your Campaign

1. Import the Subscribers ensuring to include the full Name, Email Address and Mobile Phone number for each Subscriber.
2. Check the configuration of your Lead Alert preferences.
3. Create the eMailout
4. Enable / Disable the Auto Responder and Privacy Information Statement
5. Review and analyse Alert Reports

Lead Alert Tutorial

Section 1: Creating and Managing Your Subscriber List

Creating a meaningful Subscriber list can seem like a daunting task, but you actually have quite a few options. Listed below are several ways to build, maintain and manage your list.

• Open Homes
• Subscription Forms on your website
• Inquiries at your Office
• Surveys
• Including “Forward to Friend” links
• Inviting your subscribers to update their details
• Sign-up incentives for new subscribers

Best Practice Tip: Acquiring and maintaining the correct information about your Subscribers is vital in email marketing. To maximise results utilising iRealty’s Lead Alert System the Subscriber list should always include full Name, Email Address and Mobile Phone number for each Subscriber. The best way to start preparing your list is to verify that you have active Subscribers who are interested in the Real Estate you specialise in. One way to do this is by sending each Subscriber a survey with custom questions to discern their interests as well as update their contact information. If you don’t already have a list then you want to make sure you have a subscription form with the same custom questions for your potential Subscriber’s interests and contact information.

Section 2: Preferences

1. Alert Preferences

These preferences allow you to configure your Lead Alerts System Interface to best suit your sales model and staff by designating the triggers and what information is included inyour SMS and/or email alert.

A. Triggers
There are three triggers; each based on different criteria of Subscribers’ actions. In this section you select how many Clicks or Opens are required to trigger an alert.

1. Single Property Link – when a Subscriber clicks a single property in your eMailout.
2. Multiple Property Links – when a Subscriber clicks multiple properties in your eMailout.
3. Opens – when a subscriber opens/views the HTML eMailout.

B. Alert Content
This is the content that displays in the email or SMS that is sent as a result of the criteria above being triggered.

1. Link information – Provides the property ID, if the Subscriber triggers a Single Property Alert. If multiple properties where clicked on, the notification will provide a list of the Property links.
2. Subscriber Information – displays contact information from the corresponding subscriber profile.
3. Opens Information – If the Subscriber triggers an Alert due to the number of Opens the number will be displayed.
4. Privacy Information – If the Subscriber follows the “Important Privacy Information” the letter (P) will appear in the SMS as confirmation.

 

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2. Administrators and Sales Managers Preferences

These preferences are to configure the Lead Alerts that are sent to the Administrator, and the Sales Manager/Principal. The Administrators and Sales Managers will receive a Lead Alert for every Lead Alert sent to a Sales Agent within the trigger categories designated in this section. This allows for the proper management of a Sales Team along with compilation of accurate Sales Statistics.

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3. Agent Preferences

The following section allows you to specify which of your Sales Agents are to receive Lead Alerts. Here, you can specify which type and what form of Lead Alerts are sent to each Sales Agent.

iRealty’s Lead Alert System also has the ability to specify an alternate Sales Agent should the assigned Sales Agent not be available to receive Sales Alerts at the time of a particular eMarketing Campaign. The Email Address, Mobile Phone number and Alternate Alert recipients Name will be displayed in the auto responder. This will prove useful for substituting Sales Agents when the assigned Sales Agent is not available.

Explanation of use

A. Sales Agent – the Sales Agent assigned to receive Lead Alerts
B. Alert Email Address – the specified email address to receive the email Lead Alerts
C. Email Alerts

1. Single Property Links – to send a Lead Alert via email when your Subscriber clicks a property the specified number of times
2. Multiple Property Links – to send a Lead Alert via email when your Subscriber clicks multiple properties the specified number of times
3. Email Opens – to send a Lead Alert via email when your Subscriber opens or views your HTML eMailout the specified number of times

D. Alert Mobile Number – the specified Mobile number to receive the SMS Lead Alerts
E. SMS Alerts

1. Single Property Links – to send a Lead Alert via SMS when your Subscriber clicks a property the specified number of times
2. Multiple Property Links – to send a Lead Alert via SMS when your Subscriber clicks multiple properties the specified number of times
3. Email Opens – to send a Lead Alert via SMS when your subscriber opens or views your HTML eMailout the specified number of times

F. Alert Allocated To – the Allocated Sales Agent whose name displays in the auto responder sent to the Subscriber

 

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4. Custom Alerts

These alerts provide you with a way to target a subscriber or subscriber group and specify the triggers to alert your Sales Agent via email or SMS. You can also use this section to exclude a certain subscriber or subscriber group from triggering Lead Alerts.

 

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Section 3: Auto Responders

Part of our Lead Alert system initiates the conversation with your subscriber for you. When the auto responder is configured, your subscriber receives an email when the Sales Agent receives a SMS Lead Alert. This email lets the Subscriber know they have triggered the alert and provides them with the Sales Agents contact details, a link to your privacy statement and a small list of questions. Below is an example of the automated dialog process.

A. You send an eMailout with Lead Alerts enabled.
B. Your subscriber receives the email and clicks/opens the defined number of times.
C. An SMS is sent to the Sales Agent with details of the Subscriber activity along with the Subscriber’s contact information. An email is sent to the Subscriber with questions to qualify the sales lead, the Sales Agents contact information and a statement notifying the Subscriber that the Sales Agent may contact them.
D. Either the Sales Agent contacts the Subscriber and begins regular dialog or the Subscriber clicks the hyperlinked question in the auto responder which triggers another SMS Lead Alert to the Sales Agent with the updated information further qualifying the Subscriber as a sales lead.

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Note: The auto responder only works for Subscribers clicking on a Single property and only when a SMS Lead Alert is sent to a Sales Agent.

Section 4: Sending Alert Options

When sending an eMailout, you will be prompted whether or not you want Lead Alerts to be sent. By selecting “Yes”, you open another selection of options. In these options, you can select whether or not you want your “Privacy Information Statement” included in the eMailout and/or the auto responders to be sent. Below these questions is a table which confirms the Sales Agents assigned to each property.

 

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Click here to download a PDF version of iRealtys Lead Alert User Guide