Tenants, enquiries and owners as audiences in SmartMy Marketing
With SmartMy Marketing, build audiences from your Lease records: tenants now, leases ending soon and past tenants. Open and lost enquiries, people who viewed and did not decide, and owners too. Send them broadcasts or put them on a journey.
PLANSFrom Growth
The problem it solves
- A new building opens and you have no list of the people who asked about the last one.
- Renewal offers go out late because nobody pulled the list of leases ending.
- Past tenants who left on good terms never hear from you again.
- Owners hear about your services only when they ring you.
How it works
- In SmartMy Marketing, make a segment and add a rule. The Lease rules sit in the Rule list with the others.
- Pick the rule, such as Lease Ending, and set In the Last (Days). For most rules it is how far back to look; for Lease Ending it is how far ahead.
- Combine rules with All Rules or Any Rule. Tick Not on a rule to leave people out, such as tenants now from a list of lost enquiries.
- Refresh the segment to see its members. It refreshes again before each broadcast that uses it.
- Use it in a broadcast, or start a journey on People in a Segment so each new member is enrolled.
Everything it does
Rules from leases
- Tenants Now: the tenant and joint tenants of a running lease
- Lease Ending: a confirmed or running lease whose end falls within the rule's days and has no renewal yet. (90 days when the days are 0)
- Past Tenants: leases ended or closed whose end was within the rule's days
Rules from enquiries
- Open Enquiries: asked within the rule's days and still open
- Lost Enquiries: lost within the rule's days
- Viewed, No Decision: a viewing done within the rule's days, the enquiry still open
Rules from owners (Growth)
- Property Owners: owners with a share of a unit today
- Owners Under Management: owners with a running management agreement
Rules from the rental engine
- Renting Now, Rented (ended within the days) and Quoted, Not Booked (a draft made within the days)
- These also pick up leases, memberships and stays, which are rental orders underneath
Each rule
- Only the segment's Entity is searched
- In the Last (Days): 30 to start with; 0 means ever
- Archived contacts are left out
Consent
- A broadcast by WhatsApp goes only to people who said yes to WhatsApp; the others are listed as Not Sent with the reason
- Email goes to everyone with an address who has not unsubscribed or been blocked; each email has an unsubscribe link
Who uses it
Leasing managerBuilds segments of enquiries and ending leases for new listings and renewal offers.
Owner relationsReaches owners with service news and statements reminders.
Marketing teamSends broadcasts and runs journeys from the segments.
Where you use it
- SmartMy Marketing: Segments, Broadcasts and Journeys
- Not inside Lease: segments are built and sent from SmartMy Marketing; Lease supplies the people
What you control
Settings
- Per rule: In the Last (Days), 30 to start with; Not
- Per segment: All Rules or Any Rule; the Entity
Works with
SmartMy MarketingSegments, broadcasts, journeys and the consent records live there.
Questions
Can I send renewal offers to leases ending in 60 days?
Yes. Add a Lease Ending rule with In the Last (Days) set to 60. Leases already renewed are left out.Will tenants who did not agree to WhatsApp get a broadcast?
No. WhatsApp broadcasts go only to people who said yes; the rest are listed as Not Sent with the reason.Do co-working members and short-stay guests show up?
Through the rental rules, yes: Renting Now and Rented cover every rental order, including memberships and stays. The three Lease rules cover leases only.Can one Entity see another Entity's tenants?
No. Each rule searches only the Entity of the segment.Related features
WITH OTHER SMARTMY PRODUCTSAn AI agent finds homes and books viewings, with SmartMy MarketingWith SmartMy Marketing, the AI agent that answers WhatsApp, Instagram, Facebook and web chat looks up your published listings. It notes what a person wants as a Lease enquiry and books a viewing when the property's agent is free.LEASES AND RENTRenewals, breaks, holdover and notices to vacateRenew a lease with a new term and rent, and offer it to the tenant on their page. Let the new lease take over on its first day. Break options, holdover rent and notices to vacate each have their dates.LETTINGEnquiries, viewings and the leasing pipelineEvery enquiry, from your listing pages, a walk-in or a call, lands in one board. Book viewings, record how they went, and follow larger lets as deals from first call to heads of terms and signing.OWNERS AND CLIENT MONEYOwners with shares, and management agreementsRecord who owns each unit and in what share, over time. A management agreement holds your fee, the letting and renewal fees, the owner's repair limit, the reserve you keep back and how statements go out.TENANTSNotices with proof of sending, read receipts and emergenciesWrite a notice to one tenant or to every tenant of a building from your own templates. SmartMy records when it went, how it was served, the proof, and who has read it.
See your buildings on it.
Tell us how many properties and units you have, whether you let your own or manage for owners, and how rent is paid today. We will set up your portfolio with you on SmartMy Lease.