Discover Hidden Profits with Email List Segmentation

Discover Hidden Profits with Email List Segmentation

All of the master email marketers get the right message to the right audience at the right time through email segmentation. In this post, we’re going to explain how you can become the latter.

All of the master email marketers get the right message to the right audience at the right time through email segmentation. In this post, we’re going to explain how you can become the latter.

Do you ever receive marketing email messages you know aren’t meant for you? It can be really frustrating and off-putting, and make you feel like the brands who email you don’t “get” you.

Now what about brands that email you at the perfect time with the perfect message? That feels really good and is extremely helpful.

All of the master email marketers get the right message to the right audience at the right time through email segmentation. In this post, we’re going to explain how you can become the latter.

“THE MONEY IS IN THE LIST”

Here, we break down the art and science to this whole email marketing thing. It isn’t just sending a monthly newsletter or a new listing announcement.

You can optimize each email through segmentation to get the biggest return on your investment.

What is Email List Segmentation?

Simply put, email list segmentation is the process of dividing your list of email subscribers into smaller groups based on specific criteria. Typically, this process is completed through the addition of a tag within your CRM. 

When you split your list into groups or segments, you are then able to deliver a more personalized email to a prospect based on how you’ve decided to segment your list. This personalized approach is a highly-effective way to connect with your target audience. So much so that 82% of marketers have reported an increase in open rates through email list segmentation.

Ways to Segment Your List

There is no right or wrong way to segment your email list. It’s all about you, your business, and how you want to communicate with your audience.

Before you segment your list, ask yourself if you would want to communicate with your audiences differently based on certain criteria. If so, that is a great place to start.

For example, if you’re a real estate agent, here are a few ways you may want to segment your email list:

  • Buyer
  • Seller
  • Past client
  • Location — neighborhood or community
  • Price range
  • Income
  • Preferred home style
  • Criteria for future home (e.g. good school district)
  • Age
  • Team members
  • Other agents
  • Title Reps
  • Appraisers
  • Loan Officers

The possibilities are endless!

If you’re already a LionDesk user, here is a step-by-step guide on how to segment your email list.

I’ve Segmented My List, Now What?

Once you’ve segmented your list, you can send out emails specifically to that segment. So using “preferred home style” from the list above as an example, you could send out an email about a listing for a new mid-century modern home to those most interested in that home style. 

In that email, you could talk about the unique features of the home that this portion of your audience would be most interested in. For a listing announcement to the rest of your email contacts, you could keep the information more generalized.

With your list segmented, you can also begin to automate some of your most repetitive emails. Check out this blog on automating follow ups for past clients for additional inspiration.

So in conclusion…

If you’re already email marketing, you deserve to see a return for your efforts!

Now that we know the very best way to maximize your list is through email list segmentation, you need a tool that can handle it!

If you’re ready to get started with email marketing, give us a try! Click here to start a 30-day FREE trial today.

Video: The #1 Way to Increase Responses From Your Contacts

Video: The #1 Way to Increase Responses From Your Contacts

While we are now physically limited in leaving the house, that doesn’t mean you have to hide from all forms of communication. You can still create and maintain personal relationships with your clients and entire database without meeting with each person individually.

While we are now physically limited in leaving the house, that doesn’t mean you have to hide from all forms of communication. You can still create and maintain personal relationships with your clients and entire database without meeting with each person individually.


In any business it’s extremely important to stay in front of your contacts, but in today’s environment face-to-face coffee meetings are practically illegal.

While we are now physically limited in leaving the house, that doesn’t mean you have to hide from all forms of communication. You can still create and maintain personal relationships with your clients and entire database without meeting with each person individually.

One way to build personal relationships without the travel or time commitment is to record videos for each of your top clients and send it to them one by one. But how many clients do you think you’d get through before stopping? About 10?

What about the hundreds of contacts in your database? Do you want to stay engaged with them as well?

Of course you do!

Since cloning yourself is too expensive (and a little scary) we recommend utilizing your CRM to send videos to all your clients…at once.

Tips on Creating Videos

Creating videos can often be nerve wracking. We get it, putting yourself out there is scary, but that’s more of a reason to do it. If your competition is hesitating and you’re not, you’re already ahead of the game. 

Getting started is simple, you don’t need fancy equipment or to hire a videographer. Some of the best performing videos are shot on a mobile device. It feels more authentic, and frees you up to shoot videos on the fly!

It’s as easy as Ready, Set, Go!

1. Ready: Have a Plan

Figure out what you want to say and to whom. Who is your target audience? What do you want to express to them? What value are you providing for them?

If you’re creating a video where you talk to your audience, we recommend against having a full script prepared, people can tell when you’re overly scripted. Just know what you want to say and why, even if it’s just a high-level outline. Here are some content ideas for these: Market updates! Are interest rates dropping? Are there certain neighborhoods your contacts should keep an eye on? Any tips for new buyers? All of those would be a great “talking head” video to engage new and current contacts. 

If you’re a real estate agent then simply creating a video walk through of your listing rather than getting on camera yourself, you won’t need a script, but you will want to plan out the flow. Where are you walking? What rooms will you go through first? You don’t have to write this out, but definitely have a plan so you don’t forget a room, fumble with a lock, or walk yourself into a corner and have to reshoot (it happens!). 

2. Set: Prepare the set

Our first tip on preparing is to wipe down your phone camera with a cloth if you plan on shooting using your iPhone or Android. Our phone screens can smudge very easily, so the simple task of wiping down your camera before you shoot a video will increase the quality tremendously. Do this for both the selfie and the back-facing camera in case you decide to switch views!

Make sure to check your settings. Is there clutter? An open cabinet? A full trash can in view? A plane flying overhead? Make sure there are no distractions so your contacts can focus on your message, not your background. 

3. Go: And Action!

You’re now ready to shoot your video. Take a deep breath, smile, and record. When you click start and stop make sure to smile and stand still for a beat so it doesn’t cut you off or start/stop abruptly. 

Don’t let perfect get in the way of good. We’re all human, if you stumble over your words a little it’s okay! People actually prefer raw videos as it makes you feel more relatable. No one wants to watch a robot. Just keep going and worry about reshooting later. 

Now that you’ve created your video, let’s discuss distribution. 

Where to Host and Promote Your Videos

YouTube is still the number search engine and should be ONE of many places you include your video.

If you’re looking for tips on how to use YouTube to grow your business check out the expert (and LionDesk user) herself, Karin Carr

However, your videos should be shared across all channels that reach your target audiences. That includes;

  • Your website
  • Facebook business page
  • Facebook personal page
  • Instagram timeline
  • Instagram story
  • LinkedIn (if relevant)
  • Email
  • TEXT!

Sending these videos via email or text one at a time could be a good start for proof of concept, but we want to be everywhere at once, so we recommend sending these videos through your CRM. 

That way, you can easily send timely, relevant videos to your segmented lists (clients, prospective buyers, prospective sellers, etc.) so you can reach the right audience with the right message at the right time. 

Our current LionDesk users already know the value of mass emailing/texting videos (Shoutout to our users!! We love you!). 

“I must say the reason I continue to use Liondesk is because of their Video Email and Texting abilities which has  helped me increase response rate in all my marketing tactics this year.”

Henry Ohia, Newsite Real Estate

Improve Results by Texting Your Video

Sending any message via text has shown a 98% response rate compared to other forms of communication.

That’s 300% more than email. Now we’re not saying to stop emailing your database, but adding text skyrockets your results.

Imagine the results if you were to text your video!

Now that we understand why video is important, let’s look into how you can best utilize this powerful marketing method.

Video Topics to Start with Today!

If you’re feeling ready and motivated, here are some topics to get you started.

  • Neighborhood Tours – new restaurants, shopping centers, etc.
  • Market updates
  • How to XYZ that’s related to your product or service
  • Interviews with your clients where they share tips 
  • What to expect during the process (shoot once, share multiple times)
  • Video that drives viewers to an email you just sent them
  • Interviews with local influencers, school principals, restaurant owners, etc.

The relevant topics are endless!

If you’re a user who hasn’t used video in a while, this is your gentle reminder to get out there and start creating more videos.

If you’re not yet a LionDesk user, please use these tips and see how your contacts respond initially, we think you’ll like the results. When you’re ready, come sign up for a free trial with us so you can use Video Texting and Video Emailing on a larger scale. We’ll be here. 

Don’t want to wait? Sign up for your 30 Day Free Trial Now:

Top 5 Actions You Can Take to Weather the COVID-19 Storm

Top 5 Actions You Can Take to Weather the COVID-19 Storm

These times will pass but it’s what we do during these times that makes the biggest difference in our future.

Here’s the top 5 things you can be doing right now to grow your business.

These times will pass but it’s what we do during these times that makes the biggest difference in our future.

Here’s the top 5 things you can be doing right now to grow your business.

In this time of chaos and confusion it’s important that we stay focused on moving forward. These times will pass but it’s what we do during these times that make the biggest difference in our future.

Your #1 priority is the health and safety of your family and friends.

But once that’s secured, find the time to focus on your business, chances are that you will have a lot of it to spare in the coming days.

So how will you spend it? 

Top 5 things you can be doing right now 

#1 Organize your database 

You can do so by type to increase your message response rate. When you speak directly to a segmented audience you build report faster which increases trust and response rate.  

For example, “if you’ve been thinking about making a move, now is the time” versus “I know you’ve been thinking about selling your home for a while and maybe wondering how much you can get…” See how in the second example you’re speaking directly to the reader and the specific pain point they may have? This type of marketing is powerful. 

#2 Communicate with your active clients 

Let them know how, if anything, is impacted. Now is not the time to ghost your clients. Now is the time to share your knowledge and show your expertise. You are their adviser. What do they need to know? What advice do you have to share? Communicate more than ever now. They want to hear from you. 

For example: “Hi Name, want to let you know everything is still on track” or “The interest rates have changed – here’s what that means for you” 

#3 Connect your business tools.

When we get busy we tend to let go of efficient efforts in place of speed in the moment. Even though this doesn’t speed up our effectiveness in the long term we focus on short term results. Now is a great time to set our businesses up for long term success.

Ask yourself these questions, and if the answer to any of them is no, take action!

  • Are ALL my Leads in my CRM?!
  • Are all my Lead Generation sources connected to my CRM so all leads go directly into my CRM and get an instant message?
  • Are all my Leads set up on Campaigns that automatically qualify and nurture them until they’re ready to act?
  • Is my website and other tools connected to my CRM so all client data from Contact to Close is in ONE place?

#4 Multiply your communication channels. 

If you’re not communicating with your audience across multiple channels you’re missing out on a huge opportunity. By combining email + texting + call + social you greatly increase your reach, awareness and response rate. Make sure your CRM campaigns include at least 2 if not all of these channels for optimal results.  

#5 Use technology! 

There’s a technology solution for almost any “in-person” need these days. Look at your business and see how you can provide the same service for your clients digitally. For example, instead of signing paperwork in person, use DocuSign. Instead of an open house, do a virtual tour. Instead of an in person meeting, use Zoom. Get creative and have fun. 

Stay Connected with Your Database, Now More Than Ever

Stay Connected with Your Database, Now More Than Ever

With the current situation of COVID-19 outbreak there are many unanswered questions and concerned minds. We don’t know how big it will get, how soon it will go away or the long-term impact it will have on our economy.

Here’s a message from David Anderson, CEO of LionDesk.

With the current situation of COVID-19 outbreak there are many unanswered questions and concerned minds. We don’t know how big it will get, how soon it will go away or the long-term impact it will have on our economy.

Here’s a message from David Anderson, CEO of LionDesk.

With the current situation of COVID-19 outbreak there are many unanswered questions and concerned minds. We don’t know how big it will get, how soon it will go away or the long-term impact it will have on our economy. 

Here’s a quick message from David Anderson, CEO of LionDesk:

What we do know is that in time this, too, shall pass and now is not the time to panic. Now is the time to invest in your business and your database.  

This is a sensitive time. But also, a time to take care of your business and be there for your clients & customers. 

This is a good time to double down on making sure your database has all your contacts in one place, is tagged properly for segmentation and connected to all your lead sources and tools so when the time is right, you can reach out to every single person in your database. 

“When fishermen can’t go to sea, they mend their nets” 

The interest rates look like they will continue to drop, and your contacts will want to know. The stock market is tanking so your clients will be looking to invest their money in real estate. Your customers and contacts may be concerned that this could be like the 2006-2008 crash, despite overwhelming data that suggests this is not the case.

Reassure them.

They are still depending on you to keep them informed, to give them advice, and to be there for them to answer questions relating to the market. 

So be there for them. 

Let them know you’re here for them. Even if all you send is a simple message telling them you hope they stay safe, and that you’re available if they have any questions during this time.  

While this industry tends to fall under extreme competitiveness, everyone’s success comes down to one thing – RELATIONSHIPS. 

Think about all the people involved in a successful deal. 

The listing agent, the buyer’s agent, the loan officer, the appraiser, title, escrow, staging, photography, etc., and of course the client. 

While we could compete against each other, at the end of the day we all win when we work together. 

So, even if things are quiet right now, use this time. Take this time to organize your business so you can focus on spending time with your family, securing your home and finances.  

But also, remember to stay connected with your clients, with your sphere, with your coworkers, with other agents and mortgage professionals. Because at the end of the day… 

We are all #connected. 

Video Content for Real Estate: The #1 Way to Build Immediate Trust with your Contacts and Stand Out from Your Competition

Video Content for Real Estate: The #1 Way to Build Immediate Trust with your Contacts and Stand Out from Your Competition

It’s extremely important to stay in front of your consumers, but you can only have so many coffee meetings per day. What if you could have multiple face-to-face meetings all at once without the caffeine hangover?

It’s extremely important to stay in front of your consumers, but you can only have so many coffee meetings per day. What if you could have multiple face-to-face meetings all at once without the caffeine hangover?

In Real Estate, it’s extremely important to stay in front of your consumers, but you can only have so many coffee meetings per day. What if you could have multiple face-to-face meetings all at once without the caffeine hangover?

Since cloning yourself is too expensive (and a little scary) we recommend utilizing video to stay in front of all of your contacts at once, and do so in a personal and engaging way. 

Improve Your Real Estate Listings with Video

According to this recent study, Real estate listings with video receive 403% more inquiries than those which do not include video.

And this is solely for listings. You’re not even putting yourself on camera at this point. Would you like to increase your leads by 403%? How about your ROI? 

All you need to do is add a walkthrough video of your listing. You can even shoot it on your smartphone to see those kinds of results. No expensive equipment or videographers needed, only 5 additional minutes of your time. 

Video doesn’t only help with improving your current listings, video also helps you gain new listings. According to that same study,  73% of homeowners would be more likely to list with a realtor who uses video to market their home.

Now that we understand why video is important, let’s look into how you can best utilize this powerful marketing method.

Tips on Creating Real Estate Videos

Creating videos can often be nerve wracking. We get it, putting yourself out there is scary, but that’s more of a reason to do it. If your competition is hesitating and you’re not, you’re already ahead of the game. 

Getting started is simple, you don’t need fancy equipment or to hire a videographer. Some of the best performing videos in Real Estate are shot on a mobile device. It feels more authentic, and frees you up to shoot videos on the fly!

It’s as easy as Ready, Set, Go!

1. Ready: Have a Plan

Figure out what you want to say and to whom. Who is your target audience? What do you want to express to them? What value are you providing for them?

If you’re creating a video where you talk to your audience, we recommend against having a full script prepared, people can tell when you’re overly scripted. Just know what you want to say and why, even if it’s just a high-level outline. Some content ideas for these are: Market update! Are interest rates dropping? Are there certain neighborhoods your contacts should keep an eye on? Any tips for new buyers? All of those would be a great “talking head” video to engage new and current contacts. 

If you’re simply creating a video walkthrough of your listing rather than getting on camera yourself, you won’t need a script, but you will want to plan out the flow. Where are you walking? What rooms will you go through first? You don’t have to write this out, but definitely have a plan so you don’t forget a room, fumble with a lock, or walk yourself into a corner and have to reshoot (it happens!). 

2. Set: Prepare the set

Our first tip on preparing is to wipe down your camera with a cloth. If you’re shooting a video on your iPhone or Android, this simple task can increase your video quality tremendously. Our phone screens can smudge very easily, so the simple task of wiping down your camera before you shoot a video will increase the quality tremendously. Do this for both the selfie and the back-facing camera in case you decide to switch views!

Make sure to check your settings. Is there clutter? An open cabinet? A full trash can in view? A plane flying overhead? Make sure there are no distractions so your contacts can focus on your message, not your background. 

3. Go: And Action!

You’re now ready to shoot your video. Take a deep breath, smile, and record. When you click start and stop make sure to smile and stand still for a beat so it doesn’t cut you off or start/stop abruptly. 

Don’t let perfect get in the way of good. We’re all human, if you stumble over your words a little it’s okay! People actually prefer raw videos as it makes you feel more relatable. No one wants to watch a robot. Just keep going and worry about reshooting later. 

Now that you’ve created your video, let’s discuss distribution. 

Where to Host and Promote Your Real Estate Videos

According to Bold Content, “YouTube is the top video research destination for potential home buyers. 51% of home shoppers rated YouTube as their top video research site. Brokerage websites with 41% and video from the organic Google results with 37% were the next most popular options.”

If you do not yet have a YouTube channel, it could be worth considering creating one, as it’s a great way to get discovered by prospective buyers. If you’re looking for tips on how to use YouTube to grow your business checkout the expert (and LionDesk user) herself, Karin Carr

However, we don’t want to only attract new customers through video, we want to engage our current customers and leads as well! So how do you send relevant videos to your audience? Via email and text, of course! 

Sending these videos via email or text one at a time could be a good start for proof of concept, but we want to be everywhere at once, so we recommend sending these videos through your CRM. 

That way, you can easily send timely, relevant videos to your segmented lists (clients, prospective buyers, prospective sellers, etc.) so you can reach the right audience with the right message at the right time. 

Our current LionDesk users already know the value of mass emailing/texting videos (Shoutout to our users!! We love you!). 

“I must say the reason I continue to use Liondesk is because of their Video Email and Texting abilities which has  helped me increase response rate in all my marketing tactics this year.”

Henry Ohia, Newsite Real Estate

Video Topics to Start with Today!

  • Neighborhood Tours – new restaurants, shopping centers, etc.
  • Market updates
  • How to stage your home
  • Going on a home tour with tips for what to look for
  • Interviews with your clients where they share tips 
  • What to expect during the process (shoot once, share multiple times)
  • Post open house Thank You with a message to look out for your email
  • Interviews with local influencers, school principals, restaurant owners, etc.

The relevant topics are endless!

If you’re a user who hasn’t used video in a while, this is your gentle reminder to get out there and start creating more videos.

If you’re not yet a LionDesk user, please use these tips and see how your contacts respond initially, we think you’ll like the results. When you’re ready, come sign up for a free trial with us so you can use Video Texting and Video Emailing on a larger scale. We’ll be here. 

Don’t want to wait? Sign up for your 30 Day Free Trial Now:

Email Deliverability: How to Ensure Your Emails Make it to the Inbox

Email Deliverability: How to Ensure Your Emails Make it to the Inbox

If you use a CRM or Marketing Automation system to send your emails and wondering how to improve your email deliverability, check out our top tips to ensure that your emails make it to the inbox.

If you use a CRM or Marketing Automation system to send your emails and wondering how to improve your email deliverability, check out our top tips to ensure that your emails make it to the inbox.

A banner image for a blog about email deliverability and how to ensure emails make it to the inbox.

Email deliverability is an ever-changing process. If you’re sending emails through a CRM or Marketing Automation system, it may seem like your email deliverability is random, some days ending up in Spam and some days making it to the inbox.

Luckily, there is a science to it. In this blog post, we will break down our top tips to ensure that your emails make it to the inbox.

Staying on Top of Trends

When we say that email deliverability is ever changing, we’re not kidding. Just last month, Google joined Yahoo, Hotmail, etc. and  implemented DMARC, meaning that anyone sending a mass email with an @gmail.com address will end up in Spam (Learn More Here).

It’s important to stay on top of spam changes like these. To do so, you can set up news alerts for keywords such as “spam” or “email deliverability.” Alternatively, you can simply subscribe to our blog. We’ll have you covered.

 


Subject Line

Subject lines are crucial, both in engaging with your audience and in deliverability. 

Most of the time, subject lines are strictly thought of in terms of opens, but have you ever thought about email deliverability when crafting your subject lines?


Certain keywords such as “free” can tangle you in Spam filters. We’ve taken HubSpot’s Ultimate List of Spam Trigger Words to avoid in subject lines, and narrowed down those relevant to the real estate industry:

Home basedWork from homeHome employmentOpportunity Potential Earnings
$$$ Affordable Bargain Big bucks Earn
Easy terms Compare rates Fast cash Credit Investment
Insurance

Incredible deals Mortgage Mortgage rates Profits
Refinance Subject to credit Why pay more? Save $ Quote
Investment decision Financially independent Lower interest rate Lower monthly payment Lower your mortgage rate
Pre-approved Refinance home Your income Freedom Home
Lifetime Satisfaction Success Click Will not believe your eyes
Join millions Join millions of Americans Million One hundred percent guaranteed Thousands
Call Financial freedom Gift certificate Giving away Guarantee
Important information regarding Mail in order form Message contains No obligation No strings attached
Offer Prize Prizes Vacation Weekend getaway
What are you waiting for? See for yourself Free Free gift All new
Amazing Fantastic deal Act now Apply now Do it today
Don’t hesitate Great offer Info you requested Information you requested Limited time
Once in a lifetime Special promotion

Time limited Take action now Urgent

Yes, this is an exhaustive list, but it does get you to think about why these words in particular are Spam triggers. Does it mean you should never use these words? Absolutely not, but it does make a good point to avoid particular words, such as “free” or “urgent.”

Reputation

Reputation is important, not only in how you do business, but in how your emails are received as well. 

Email reputation is a real thing, and it’s not whether or not your recipients trust and recommend your email: It all comes down to what their server thinks. 

Each sender has a score, and this score differs by server. For example, Outlook in general has more strict guidelines than Yahoo or Gmail. This score is determined by email engagement (opens and clicks), and spam complaints. We recommend checking on your engagement and spam complaints regularly.

Most systems offer a dashboard, here is the one for LionDesk:

A screenshot of LionDesk's feature to review email reporting including a reputation score and other email analytics.

Now, there’s a big difference between email unsubscribes (that link at the bottom of an email where you ask to no longer receive marketing) and a spam report (which is done on the email server side, not through the email). Unsubscribes are not ideal, but they are fine and don’t ding your reputation too much. What can be critical to your reputation is too many Spam complaints. If you have 1% or more spam complaints consistently, you can really damage your score, meaning that even if 1 of 100 of your leads complains, this can harm your reputation. 

The best way to avoid this is to have a clear way to unsubscribe, that way if leads don’t want to hear from you, they can easily opt out without damaging your server.

Here's an example of an unsubscribe from a LionDesk email:

An example of how a user can unsubscribe from LionDesk user's email.

Another good way to increase your engagement and avoid spam complaints is by having a good email list.

Your Email List

Your email list is as crucial to email deliverability as it is for your email. If you obtain your email list illegally (buying leads, scraping the internet or LinkedIn, etc.) you will not only be at risk of heavy fines, but you will also damage your email deliverability. 

Ask yourself: Did these people opt in to emails from me? Do they know who I am? Do they expect to hear from me?

If the answer is no to any of these, chances are you could be harming your email deliverability in the long term. Not only that, but you may put off people that could have been viable leads in the future. No one likes receiving mass marketing emails they did not ask for, don’t be that marketer. 

Adding Value

Finally, and this is not only a tip strictly for email deliverability, but for your marketing overall, ask yourself if your emails are adding value. Think about your target audience when you write an email: Are you serving them? Is this information that is relevant and valuable to them?

If you put your audience’s needs first, and segment rather than sending the same sales-focused email to everyone, you will see better email deliverability and engagement overall.

Good luck, and happy emailing!

LionDesk Product Enhancements: February 2020

LionDesk Product Enhancements: February 2020

We love enhancing your CRM.

This February we added several enhancements including:

– Click-2-Call within Tasks
– Document Storage
– Bulk Add and Remove Tags
– A New Reporting Tab & so much more!

We love enhancing your CRM.

This February we added several enhancements including:

– Click-2-Call within Tasks
– Document Storage
– Bulk Add and Remove Tags
– A New Reporting Tab & so much more!

LionDesk's February 2020 Product Updates

As we look back on February, we’ve really been inspired by your feedback and #LionDeskRoar posts on social media!

We love seeing how LionDesk helps make your business stronger and want to continue the positive momentum by enhancing your CRM even more.

We’ve recently added several new enhancements including the ability to:

  • Click-2-Call within Tasks
  • Upload images into your email
  • Add Transaction Plans from your Dashboard
  • And view the performance of your marketing efforts with the new Reporting tab

Can’t wait to start using these new features?

Watch Steven Lopez’s step-by-step tips on how to use these new enhancements:

That’s not all! We have more killer updates to help you maximize the most out of your CRM.

Other New Enhancements:

Bulk Add and Remove Tags

A product image of the Add/Remove Tags feature from LionDesk.

You can now bulk add or remove tags from your contacts.

To bulk add a tag, click on the box to the left of the contacts you’d like to update. Then above, click on the three dots icon to select ‘Add Tags’. You can then choose the tags you’d like and click save. After you save, you’ll be able to see those saved tags for those contacts.

To bulk remove tags, you’ll follow the same process as adding tags, but select ‘Remove existing tags’.

For more details on how to bulk add or remove tags, see here.

Document Storage

A product image of the upload documents feature from LionDesk.

Users can now store important files within LionDesk. Simply go to the Documents tab and upload your files. You can also store these files in customized folders.

For a step-by-step guide on how to upload your documents, see here.

Create Relative Dates for Transactions

An image of a LionDesk feature that allows users to add relative dates for transactions.

You can now create relative dates when customizing a transaction. To create a relative date, simply click on the pencil in the upper right-hand corner of the transaction type and click ‘next’. From there, scroll down to Key Contract Dates and click Add Relative Date. Complete each field and select the date it will be relative to.

For more details, watch our tutorial here.

We have one more you! Contacts Table Update

An image of LionDesk's product enhancement that allows users to select multiple contacts for bulk actions.

You can now select multiple contacts from different pages within the Contacts tab for bulk actions. Once you’ve selected all the contacts you’d like, you can bulk email, text, add an event, task reminder, or trigger a campaign.

See an example here.

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We value your feedback and are excited to bring you new features to help you take your business level.

To stay up to date on all LionDesk enhancements, check them out here.

Have more feedback on how we can enhance your CRM?

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Want to learn more about how to use features? Be sure to join our Office Hours, hosted every Thursday at 10 am PT.

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