Renters, tenants, enquiries and owners as segments, with SmartMy Rental and Lease

With SmartMy Rental or SmartMy Lease, your segments can use their records. Reach renters, tenants, leases ending soon, open and lost enquiries, and owners.
PLANSFrom Growth

The problem it solves

  • Renewal offers go out late because nobody pulled the list of leases ending next quarter.
  • People who asked for a price and never booked are never asked again.
  • Last month's renters are not asked for a review or offered a return discount.
  • Lists are exported from one system and imported into another, and are stale by the time you send.

How it works

  1. In SmartMy Marketing, open Audience > Contacts and Lists > Segments > New and add a rule. The Rental and Lease rules sit in the Rule list with the others.
  2. Pick a rule, such as Lease Ending, and set In the Last (Days): 30 to start with. For most rules it is how far back to look; for Lease Ending it is how far ahead.
  3. Combine rules with All Rules or Any Rule, and tick Not to leave people out, such as Rented and Not Renting Now.
  4. Refresh to see the members. The segment refreshes every hour, and before each broadcast that uses it.
  5. Send a broadcast to it, or start a journey on People in a Segment so each new member is enrolled.

Everything it does

Rules from SmartMy Rental (and every rental order)

  • Renting Now: customers with an item out or called off
  • Rented: rental orders ended or closed and last changed within the days
  • Quoted, Not Booked: a quote made within the days that is still a quote
  • With SmartMy Lease these also pick up leases, memberships and stays, which are rental orders underneath

Rules from SmartMy Lease

  • Tenants Now: the tenant and joint tenants of a running lease
  • Lease Ending: a confirmed or running lease ending within the days, with no renewal yet (90 days when the days are 0)
  • Past Tenants: leases ended or closed whose end was within the days
  • Open Enquiries, Lost Enquiries, and Viewed, No Decision (a viewing done, the enquiry still open)
  • Property Owners (a share of a unit today) and Owners Under Management (a running management agreement)

Each rule

  • Searches only the segment's Entity
  • In the Last (Days): 30 to start with; 0 means ever
  • Not turns any rule round

Who gets the message

  • WhatsApp broadcasts and steps go only to people who opted in to WhatsApp; the others are listed with the reason
  • Email goes to people with an address who have not unsubscribed or been blocked; each email has an unsubscribe link
  • Each contact gets a broadcast once, even if they match two rules

Who uses it

Leasing or rental managerPicks who to reach: leases ending, lost enquiries, last month's renters.
Marketing ManagerBuilds the segments and sends the broadcasts and journeys.

Where you use it

  • Web: Marketing > Audience > Contacts and Lists > Segments, Campaigns > Broadcasts and Journeys
  • Not inside Rental or Lease: segments are made and sent from SmartMy Marketing; Rental and Lease supply 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 RentalRenting Now, Rented, and Quoted, Not Booked from your rental orders.
SmartMy LeaseTenants, leases ending, past tenants, enquiries, viewings and owners.

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.

How do I ask last month's renters for a review?

Make a segment with Rented in the last 30 days and Not Renting Now, and start a journey with the review message.

Will tenants who did not agree to WhatsApp get a broadcast?

No. WhatsApp goes only to people who opted in; the others are listed as not sent with the reason.

Can one Entity see another Entity's tenants?

No. Each rule searches only the Entity of the segment.

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