Updated: 24 March 2023

How do I prepare my contact list for bulk setup?

Yes! Our team can perform a bulk setup of your contacts which is a huge time saver for our customers. However, our setup is a bit unique in the sense that we don't just import your contacts for you. Instead, we also set up your MLS searches, automated sequences, and personalizations for you as well - This way, your campaigns are just one click away from being sent out!

Before any automated workflows are enabled, you will be able to review your setup to make sure that everything is configured to your needs. Our goal in working with each one of our customers is to achieve a CTR over 10%.




What we can offer when helping you get setup with DRRIP.IO :

  • Full Import of contact list - We will add your contact list in bulk to your Trenlii account

  • Set up all of your search areas - We will associate your area data with your MLS search criteria

  • Set up your workflow automations - We will associate each contact with their respective search criteria and set up your sequencing automations to send market updates on a weekly, monthly, quarterly or annual basis. Yes, everything is on pause until you have had a chance to review everything.

  • Set up your personalized email body and subject lines with the following placeholders:

    • Contact First Name : e.g. Hi John - Here is your update...

    • Time Frame Of Capture Period : e.g. Your update for the month of January, 2023 is here...

    • Reporting Interval : e.g. Your monthly update is here...

    • Inventory Type : e.g. Here is your update based on detached homes near you...

    • Geographic Area e.g. Here is your update based on detached homes in Fairview near you...

    • Address (Requires Address field in CSV file) : Here is your update based on detached homes in Fairview near your current residence at 123 Main St




Personalizing your email subject line and body :

You can create a generic email body template and subject line with the placeholders listed above. However, you can use a different template for each status of contact by adding the Status field in your CSV file. Please find a list of contact Status values that are accepted by our system, below :

  • buyer-lead

  • seller-lead

  • general-lead

  • buyer-prospect

  • seller-prospect

  • general-prospect

  • buyer-opportunity

  • seller-opportunity

  • general-opportunity

  • buyer-past-customer

  • seller-past-customer

  • general-past-customer

  • buyer-other

  • seller-other

  • general-other




Example CSV Formats:


CSV Example Format WIth Inventory Type And Area Only : Download Example here


 

A

B

C

D

E

F

G

H

1

First Name

Last Name

Primary Email

Area

Municipality

Community

Property Type


2

Julie

Crivello

julie@trenlii.com

Mississauga



Condo


3

Mable

Haney

mable@trenlii.com

Durham

Whitby

Williamsburg

Freehold


4

Gino

Bruce

gino@trenlii.com.com

York

Richmond Hill

Oak Ridges, Oak Ridges Lake Wilcox

Freehold,Condo


5

Sandy

Woodard

sandy@trenlii.com

York

Richmond Hill

Bayview Hill

Freehold,Condo


6

Mae

Vazquez

Mme@gmail.com

Toronto

Toronto E01

North Riverdale

Freehold


7










CSV Example With Address And Status Optional Fields : Download Example Here


 

A

B

C

D

E

F

G

H

I

J

1

First Name

Last Name

Primary Email

Area

Municipality

Community

Property Type

Status

Address


2

Julie

Crivello

julie@trenlii.com

Mississauga



Condo

seller-lead

3325 Embro St


3

Mable

Haney

mable@trenlii.com

Durham

Whitby

Williamsburg

Freehold

buyer-lead

4255 Queen Elizabeth Boulevard


4

Gino

Bruce

gino@trenlii.com.com

York

Richmond Hill

Oak Ridges, Oak Ridges Lake Wilcox

Freehold,Condo

seller-opportunity

3259 Isabella Street


5

Sandy

Woodard

sandy@trenlii.com

York

Richmond Hill

Bayview Hill

Freehold,Condo

buyer-past-customer

4617 Toy Avenue


6

Mae

Vazquez

Mme@gmail.com

Toronto

Toronto E01

North Riverdale

Freehold

buyer-past-customer

1180 Adelaide St


7















Example Email Subject Line & Body Templates:


Below, we have included some examples of our best performing email templates. Please find the examples based on customer status below :