Let's Discuss Marketing Profiles
You may have a logo, a bio, address and phone for your real estate investment business. At REI BlackBook, we want you to have those important details displayed to your prospects and potential leads.
This will help you establish your brand and identity to your clients.
In this support article, you will learn what a marketing profile is, why it is important and the perks to using this awesome feature.
What Is a Marketing Profile and How Does It Work?
A marketing profile is an application that stores your company’s contact information, including company name, your and/or employee name, logo, email, phone number, etc. and it's used to populate your contact information when creating email templates, property fliers, single property websites, and other points of communication that you send to your clients.
For example, if you are sending an important email to all of your clients, it can be exhausting typing in the same information over and over.
Once you fill out your marketing profile with your company’s contact information, you won’t have to fill it out ever again. Click on the merge fields, which will insert your company’s information right in the email for you.
All you will need to write is the body of your email, proofread for mistakes and click send.
Some Things To Remember
A Primary or Default marketing profile is your first marketing profile that was created. If you create more than one marketing profile and don’t select the one you want to be used, then the application will default to the first marketing profile that you made.
Additionally, when updating your company’s contact information in a marketing profile, this does not update your company’s website.
Why Is a Marketing Profile Important?
A marketing profile will save time and energy because you won’t be repeating the same task. You will be able to focus on everything else on your to-do list.
What Are the Perks?
There are so many benefits with a marketing profile.
You can create an unlimited amount of marketing profiles for your company or companies, and you can link to your employees’ marketing profiles.
For example, if you wanted an employee to send out an email to clients instead of yourself, there is an option to switch marketing profiles to your employee’s name. Be sure that your employees have created their marketing profile first.
You can assign a marketing profile to your different property pipelines. Some users like to create different limited liability companies (LLCs) for each one of their properties.
For example, let’s say that you have one company for selling houses and another company to fix and flip houses. When you market those different houses, be sure that you are using the correct marketing profile when creating emails, property fliers and single-property websites.
Know the Difference
Some of our tools are similar, but they are used for different purposes.
A marketing profile is different from a contact record. A marketing profile stores information about your business and a contact record stores information about your leads/clients/customers.
We appreciate you taking the time to learn about marketing profiles! For questions, contact us at email@example.com.
- To know more about more information on contact records, click here to watch an overview video.
- To know more about information on merge fields? check out Create an Email Template.