2 - Tabatha Whewell | NEOhioRealty @ EPIQUE

2. Lead Returns to Site

Settings, Trigger, Actions

This runs 15 days and automatically converts to 5. Long Term Buyer on Day 15
if the lead has not responded & there's no note of having talked.

Settings tab

Plan Name: 2. Lead Returns to Site

Target Lead Type: Include one of Buyer, Seller, Renter, Investor, Homeowner, Landlord

Plan Scope (my plan)

Auto Apply: (configure settings) takes you to the Trigger tab.
Auto-Pause: Toggle on for when

The lead responds/reaches out
An outbound call is logged as "Talked"

Trigger tab

Choose the Trigger Website Behavior with

Website Behavior - Returns to Website after 14 days.

Toggle both Auto Apply and Auto Re-Apply ON

Actions

These are the steps in the campaign and each step is included in the following expandable tabs down.

1. Auto Email 1: Let's pick up where you left off

Immediately. Auto-Email. Assign to Agent.

Subject:
Let's pick up where you left off

cc all family members

Hello #lead_first_name#,

It’s great to have you back.

If there’s something on your mind, I’d love to hear about it. Your plans, questions, and even your hesitations help me better understand how I can serve you. Let’s pick up where you left off and move forward with confidence. Just reply to this email, or give me a call at {{website_phone}} whenever you're ready.

I look forward to hearing from you!

2. Follow Up: Call, Text or Video Message (if phone #)

3. Auto-Email 2: Property alert change or set up emails.

Wait 2 Days. Q: If the lead has a property alert. Assign to Agent.

Subject:
Let's pick up where you left off

cc all family members

Left side -

If yes, then Email Subject: Do you want to customize your search or add a new one?

Hi #lead_first_name#,

Are the listings you're seeing what you're looking for or can I help you and add some custom options for you? Or start up another custom search?

Any changes since your last visit? Time frame, price range, home feature needs, etc.?

Glad to help with anything else if needed as well.

Right side -

If no, then Email Subject: Would you mind if I sent some properties over?

Hi #lead_first_name#,

If you have a preference for the style of home, area, price range and any needed features, let me know. I'm happy to send some listings your way that might actually be of interest AND available!

4. Auto Text: Any properties you'd like to see?

5. Follow Up: Call, Text or Video Message (if phone #)

6. Automatically start 5. Long Term Buyer ➡️