How to Change / Revise the Search for the Buyer Lead Campaign

If you have previously added a client / lead to the Buyer Lead Campaign, they may want their criteria or search revised at some point.

 

STEP BY STEP INSTRUCTIONS:

Login to your CRM.

STEP BY STEP INSTRUCTIONS:

From the My Leads screen, select the contact that you would like to revise the criteria for

Once in the Lead's file, click on Email campaign

To change their search criteria you will first need to determine which search option you used -

1) Change Listing Search

or

2) V2.

If you are unsure, check the note section for that lead. In the system notes it will show which search you used.

1) If you used the Change Listing Search button the notes would say A Change to the Listing Search Was Made

2) If you used the V2 button, the search notes would say A Change to the Listing Search Was Made (Using V2)

CHANGE LISTING SEARCH CRITERIA REVISION

Click on the Change Listing Search button

CHANGE LISTING SEARCH CRITERIA REVISION

1. Add in any additional filters needed or make changes to the ones you previously added in.

2. Click on Save and Email

V2 LISTING SEARCH CRITERIA REVISION

Click on the V2 button

V2 LISTING SEARCH CRITERIA REVISION

In the black bar you will see all of the filters that have been previously selected / saved for that lead.

On the right side you will see all of the filters that you can use for the lead.

Add In A New Filter

If you need to add a filter in that has not previously been used, just select it from the right hand side and add it in as normal.  Aftterwards click on Save and Email All

NOTE: only click on the Save & Email All button, when you have finished entering in ALL of the search criteria.  DO NOT click Save & Email All after you have entered in each additional filter.

Add In A New Filter

Remove a Filter

If you added in a filter and no longer need to have it included, click on the x to the left of the filter name.

In this example I will remove the Semi-Detached Type of Home filter.

Remove a Filter

When you are done removing the filter, click on Save & Email All

NOTE: only click on the Save & Email All button, when you have finished entering in ALL of the search criteria.  DO NOT click Save & Email All after you have entered in each additional filter.

Revise the Filter Selection

If you have added in a filter and need to make a change to its selections, you most likely will need to remove the filter and reinsert it.

Some filters you would need to remove and re-add could be:

- A change to the Price Range (delete and add in the list price filters again with the correct values)

- Adding or removing a Type of Home (delete the type of home filter, re-add it in, select the updated type of homes preferred)

- A change to the bedrooms or bathrooms (delete the bedroom filter and add it in again, selecting the correct values from the drop down menu)

 

Revise the Filter Selection

Remove the Current List Price Filters

To remove the list price filters, click on the X to the left of the filter name.

Remove the Current List Price Filters

For this example I will change the price range from $350,000 - $500,000 to $400,000 to $600,000.  This will involve, remove both list price filters that have been currently saved, then readding in the list price filter twice.  Once for my minimum amount and once for my maximum amount.

Now the list price filter will need to be added in twice.

First to enter in the minimum amount and second to enter in the maximum amount.

Once you enter in the new amount, click on Add Filter

Now add in the List Price filter again.

Now from the Enter List Price drop down menu, select Price is Equal to or Less Than

Add in the maximum price and then click on the Add Filter button.

You will now see that the filters have been updated.  Please click on Save & Email All when you are done.

NOTE: only click on the Save & Email All button, when you have finished entering in ALL of the search criteria.  DO NOT click Save & Email All after you have entered in each additional filter.

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