Review this tutorial on YouTube and review the below - https://www.youtube.com/watch?v=JmnGCrqHh7k

· Confirm the Seasonal CMA template has already been tested and is ready to send.

· Decide who should receive the CMA: the whole office pipeline, a suburb/street segment, or an individual agent’s clients.

· Choose whether to send immediately or schedule the campaign for later.

Open the Properties database. If a Listed filter is already applied, clear it before building your new found set. Open Advanced Find using the magnifying glass, scroll through Common Searches, and select Property Details.

For the standard seasonal office send, select the property statuses Potential and Appraised, then apply the filter. This creates a pipeline audience that can include owners you have sold to, met, or appraised.

With the required owners displayed, choose Send Email. Open Templates, search for “CMA”, and select the correct seasonal template—for example, Spring.

Select the appropriate Seasonal CMA email template for the found set.

· For a bulk property send, use the property attached as the recipient context.

· Review the loaded preview before proceeding.

· If sending for the whole office, set Dynamic Send / Sending As to Assigned Agent so each email is sent from the agent responsible for that owner.

Review recipient context, preview and sender settings before sending.

If the campaign is ready, leave Send Now selected, confirm the recipient count and send. To schedule the campaign, choose Send Later, select the required date and time, confirm the schedule, and then send.

Use Send Later to choose the date and time for the campaign.

Use the same found set and select Send SMS. Only owners with available mobile numbers will be included. Search Templates for “CMA” and select the correct seasonal SMS template.

Select the matching Seasonal CMA SMS template.

· Turn on the required property context.

· Update and review the SMS preview.

· For an office-wide send, use Assigned Agent as the dynamic sender.

· Choose Send Now or Send Later. If coordinating email and SMS, schedule both for the intended campaign time.

Preview the SMS and confirm the sender and scheduling options.

If an individual agent wants to send only to their own clients, first find Potential and Appraised properties, then add an additional Advanced Find for properties Assigned To that agent. Apply the filter to create the agent-specific found set.

Add an Assigned To filter to narrow the found set to one agent.

From that smaller found set, follow the same email and SMS workflow. Select the Seasonal CMA template, use the required context, and make sure Sending As is the individual agent’s name rather than Assigned Agent for the whole office.

☐ Correct found set selected

☐ Potential and Appraised statuses included where appropriate

☐ Any suburb, street or Assigned To filters checked

☐ Correct seasonal CMA template selected

☐ Property attached / required context enabled

☐ Email and SMS previews reviewed

☐ Sender set to Assigned Agent for office-wide sends, or the agent’s own name for individual sends

☐ Recipient count checked

☐ Send Now or Send Later date/time confirmed