Create an automatic composition

The Automated Compositions area is a powerful tool that allows you to automate various types of email broadcast to appropriate contacts in your database.

Automated Compositions is broken up into 3 types of composition:

• What’s Happening Summary – an automated email including upcoming OFI times, upcoming auctions as well as new, sold, and leased properties.
• Requirements Match – an automated email showing properties, whether rental or for sale, that match the requirements of contacts who are subscribed.

Setting up an Automated Composition:

1. After logging into iDashboard, hover your mouse over the Campaigns menu at the top of your screen, then click on Automatic Campaigns.
2. To create a new one, click on the New Automatic Campaign button.
3. Click on the composition type you would like to set up.
4. For each of the 3 Automated Composition types, you are presented with tabs for Email Contents, Sending Settings, Subscribers, and Automatically Subscribe.
5. In the Email Contents tab, you may edit the subject heading and create a standard message that sits above the properties that are in the alert.
6. You can also change the types of property included in the alert by ticking the appropriate boxes.
7. If you are setting up a What's Happening Summary email you will need to set the applicable days amounts for Open Home Times, New Listings, Price Reductions, Sold/Leased Properties, Upcoming Auctions, Under Contract Properties, Featured Listings, and Prestige Listings. For example, if you would like to show the next 7 days worth of Open Homes you will need to enter 7 in the applicable field. If you do not want to display particular listings you can enter 0 into the applicable field.
8. Before moving to another tab, be sure to click Update Settings.
9. Click on the Sending Settings tab. On this page, you can edit the name of the composition so you may find it later, the from address and schedule to which day the emails are sent.
10. Lastly, you can choose the recipients for your alert in the Recipients tab. Select from particular groups in your database or subscribers from previous campaigns. You can also choose to automatically subscribe new contacts added to iDashboard based on their contact category by going to the Automatically Subscribe tab and ticking the appropriate categories.