Creating and sending an SMS to clients in Webdadi

 

Here is one way to market a property through SMS. This is available to customers who have SMS credit with Webdadi.

 

You may wish to send contacts within Webdadi direct text messages from your Estate Agency, that will also be logged within the notes section for each contact you text.

 

If you would like to, your Estate Agency must first have SMS credit on your account. To add this contact helpdesk@webdadi.com

  • Log into Webdadi
  • Go to Contact from the left hand bar
  • Select Search within contacts and find the user(s) you wish to text. To highlight multiple users use the Ctrl key.
  • Once the correct contacts are selected, right click and select Marketing Options, then Send to Contacts, then SMS.
  • A pop up will appear with the names you have selected. Check the names in the top box.
  • In the box below type in the text message you wish to send. The number of characters long that the text message is, appears below the text box.
  • Click Yes to continue.
  • NOTE: If you have insufficient credit, this will come up on the screen.

You may wish to market a new property that has just been added to Webdadi by sending a text message to applicants who match the property criteria. These will be logged against the property.

  • Go to Property from the left hand menu.
  • Select Search within properties
  • Find the new property that you have recently added (or an old one you wish to market). Now right click and select Marketing Options, then Matching Applicants, then Quick Match. This will allow you to find your potential buyers by searching for 10%+ around the asking price. Adjust the percentage to suit.
  • Once the list of contacts appears, click back on Property from the left hand blue menu. Make sure the relevant property you are marketing is still highlighted in blue.
  • Now right click on that property and select Marketing Options, then Market to selected contacts, and finally click Text message
  • The matching applicant’s names will appear in the top box.
    In the box below type in the text message you wish to send. The number of characters that the text message is, appears below the text box.
  • Click Yes to continue.
    NOTE: this text will not automatically include the name of the property or a property link.
  • Credit for sending text messages: Before you assign text credit to an applicant there needs to be credit against the office that the staff member is assigned to.