AscendixRE: Top Real Estate CRM with Drip Campaigns | New Feature

As a real estate broker managing a growing client database, you understand the importance of nurturing relationships and keeping clients informed about property market offerings. The key to achieving this efficiently lies in leveraging a Real Estate CRM with Drip Campaigns. This powerful combination allows you to automate and streamline your email communications without investing in expensive, separate marketing tools.

AscendixRE CRM, built on the Salesforce platform, now offers an integrated Drip Campaign functionality, providing a simple, effective, and affordable solution for real estate professionals.

In this blog post, we’ll explain how using a real estate CRM with Drip Campaigns like AscendixRE can effectively manage your client relationships, boost engagement, and potentially increase conversions.

What is a Drip Campaign in Real Estate

A drip campaign in real estate is a customized automated email marketing strategy designed to nurture leads and maintain consistent communication with contacts over time.

The drip campaign tool allows real estate professionals to:

1. Create a series of pre-planned, timed emails to be sent to their contacts automatically.
2. Configure specific parameters such as sending frequency, including options for weekends.
3. Personalize communication based on the recipient’s stage in the buying or selling process.
4. Automate follow-ups without the need for manual intervention.

Why AscendixRE as a Perfect Real Estate CRM with Drip Campaign Functionality

The new Drip Campaign functionality in Real Estate CRM offers several benefits for realtors:

• Simplicity in creating and managing drip campaigns

The Drip Campaign functionality in AscendixRE CRM is designed with user-friendliness at its core, making the process of creating and managing email campaigns straightforward and efficient. This simplicity is a key advantage for busy brokers who need effective marketing tools without a steep learning curve.

• Flexibility in conducting email campaigns

The Drip Campaign functionality in AscendixRE CRM offers users significant flexibility in managing their email marketing efforts. This adaptability is crucial for brokers who need to tailor their communication strategies to diverse client needs and market conditions.

• Cost-effectiveness compared to standalone marketing tools

It’s worth noting that standard Salesforce does not offer built-in marketing functionality. Users typically need to purchase additional services like Pardot or Marketing Cloud to access comparable features. This new feature provides brokers with an efficient, integrated solution for email marketing without the need for additional expensive tools or complex setups. The only requirement is that users must have AscendixRE CRM or Salesforce and a permission set installed.

• Installation Process

To start using the drip campaign, users need to contact the Ascendix concierge team or the consultant who manages their system. The consultant will then install the necessary packages into their Salesforce org and provides explicit training on that.

• Advanced Targeting

The drip campaign tool allows users to select target audiences. This functionality enables precise targeting by defining specific criteria or using previously saved lists to directly send emails without saving a new.

How to Create a Real Estate Drip Campaign in AscendixRE

AscendixRE is a real estate CRM with Drip Campaign. To launch a drip campaign, you ned to follow the next steps:

1) Launch the “Ascendix Drip Plans” App

Start by firing up the App Launcher and searching for “Ascendix Drip Plans.” It’s your gateway to crafting compelling drip campaigns that’ll keep your contacts engaged and informed.

2) Craft Your Perfect Drip Plan

Think of a Drip Plan as your email campaign blueprint. It’s where you’ll map out each step and decide who’s going to receive your carefully crafted messages. Here’s how to get the ball rolling:

• Head over to the Drip Plans tab and hit that “New” button.
• Fill in the essentials: give your plan a catchy name, decide if you want to send emails on weekends, set how long the plan stays active after the last email, and toggle the active status.
• In your brand-new Drip Plan record, click “New” in the Steps-related list.
• Here’s where you get specific: set the sequence, decide how many days before sending, choose who it’s coming from, and nail down your send criteria.

3) Pick the Perfect Email Template

Select an email template to make your message pop and resonate with your audience.

4) Bring Your Drip Plan to Life

Activate your Drip Plan by checking the “Active” box in the Drip Plan record. It’s like flipping the switch on your email campaign machine.

5) Build Your Audience

With your plan up and running, it’s time to decide who will receive your email wisdom. Start adding contacts to your plan—these lucky folks will receive your expertly crafted emails right in their inbox.

6) Add an ‘Unsubscribe’ Option

While we hope everyone loves your emails, it’s always good to give people an out. When you’re putting together your email template, make sure to include an unsubscribe option. It’s not just polite – it’s often required!

Watch every step live on the video below:

Behind the Launch of AscendixRE’s New Drip Campaign Feature

Ascendix introduced this feature in response to valuable user feedback, addressing the need for a tool to efficiently send emails to target audiences of up to 1,000 recipients.

Utilizing simple admin tools and functionality available in Salesforce, Ascendix developed a prototype marketing tool with an intuitive user interface. Users can create “Drip plans” campaigns and add contacts to these campaigns. The functionality allows for setting delivery cadence and triggers, scheduling email delivery, selecting specific emails for campaigns, sending both one-time emails and email chains.

Previous Email Marketing Methods

Before the implementation of the Drip Campaign functionality, AscendixRE users typically:

• used Ascendix Search to create related lists of Contacts or Inquiries and performed Mass Actions to send emails
• manually sent one-time emails
• relied on external paid marketing tools such as HubSpot, Mailchimp, or Active Campaign.

Conclusion

By following the steps to create, you’ll be well on your way to creating dynamic, engaging drip campaigns that keep your contacts in the loop and your business top-of-mind.

The custom-built drip campaign functionality in AscendixRE significantly enhances the email marketing capabilities for its users. It allows seamless integration of automated email campaigns within the CRM system, providing a robust solution for brokers to enhance their marketing efforts without additional costs.

Contact us or schedule AscendixRE CRM demo to explore Drip Email functionality in our real estate CRM. Happy emailing!