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What Contacts Receive – BoldTrail

ByStephanie Zais

What Your Contacts Receive

When your topCOREagent CORE Campaigns are activated, your contacts will begin receiving valuable, branded content automatically — no extra work required from you!

The First Message (Launch Notice)
The very first communication your contacts receive will be an introductory email or text, depending on their profile data including “Permission to Contact” settings. This launch message introduces you as their trusted resource and explains that they’ll receive inspiring, informative articles about homeownership, real estate trends, market insights, and more — all personalized with your branding and photo.

If a contact has a valid email address and the email is toggled on (pushed to the right) in their settings, that contact will receive an email. If their “Text (SMS) is toggled on, they will also receive a text.

Click here to see the email and text message that will be sent on your behalf.

Communication Methods
CORE Campaigns are designed to reach your contacts through email and/or text (SMS) simultaneously, depending on each contacts permissions.

  • If the contact has both the email and Text(SMS) toggled on in their profile, they will receive both the email and the text version of each campaign communication.
  • Some contacts may prefer only one type of communication. There are three ways in which a customer can let you know their preference:
    BUTTON IN EMAILS

    In every email, there will be a button that links to a form where the contact may choose their communication preferences.

    LINK IN BANNER

    On your branded banner there is a “Contact Preferences” link that takes the contact to the same communication preferences form.

    SELF-SERVICE

    Contacts have the option to type “Stop” in reply to any texts they may receive from you.

    They may also click “Unsubscribe” at the bottom of an email. However, that will eliminate both emails AND texts. It is advised that you recommend your contacts use either of the first two so that you can modify their “Permission to Contact” settings and retain either text or email so that both are not eliminated.

    These tools give your contacts control and make it effortless for them to stay connected or ask for what they need — all while keeping you top of mind.