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Delta Media Group Blog

Friday, November 30, 2012

New action plan features in customer center

Over the past few months the email campaign systems available through Delta have evolved to be more of a relationship campaign engine. This blog post is designed to inform Delta Customers of the newer features available in the system.

Specifically, we've added the ability to create to-do's and calendar items as part of customer action plans. This gives you the ability to create specific customer follow-up and relationship plans that involve emails, to-do's, and calendar items. This gives you full flexibility in running your business and allows you to consolidate tools into one integrated platform.

What are the benefits for your Customer?

Your customers expect you to call them when you say you will, and being reminded of upcoming events is always easier. Being on the ball makes the right impression on your customer. It's also not good enough to always just email your customers. As you know, real estate is a face-to-face business and it's important to do those calls to your current and past customers at the right times.

What are the benefits for you, the REALTOR®?

Being able to set reminders for yourself makes it easier to keep on schedule. You have access to your to do list at a glance and you can link your calendar with your smartphone calendar or your Email client.

How do you set up a To Do for a Customer?

There are 5 steps to create a To Do. Here are the steps.

Step 1

Log in to the DeltaNet™ and go to your 'Email Campaigns' under 'Customers'.

Step 2

In the 'Ecard Campaign' section, click on 'Add New Email / Action' button.

Step 3

Select 'New Action' button.

Step 4

Choose 'Interval' or 'Date', input the date or the number of days before the To Do. Enter the Action text and click 'Publish'.

Step 5

Click the close button when the Action has been added.



Q. Can I have multiple To Dos for one customer?
A. Yes, you can set as many as needed.

Q. I have checked my To Do off the list, but it is still there, is there an issue?
A. No, we have made the To Dos this way, so if you check the item and it does not get completed  you can un-check the item. Checked items will be removed in 24 hours.

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