Using RiTA to send targeted email campaigns

Use RiTA to send timely, relevant emails and get insights into open rates and email engagement activity.  

Here are some examples of how you can engage with your contacts via targeted email campaigns:

Nurture relationships based on contact type

Send an email series or one-off emails based on specific contact categories or filters. This lets you create an email communication is of high value and relevant to a particular group. For example, you can create a monthly market update email campaign targeting contacts that are tagged as 'Investor' in your CRM to keep them updated about rental yields within a certain suburb. 

Automate emails based on transactional activities

Send emails after a specific activity to keep your contacts engaged.* For example, you can set an email to be sent to all interested buyers after a listing has been sold. 

*Activity-based emails are applicable to users with Agentbox & Rex CRM Integrations

Data Cleaning 

Use email campaigns to engage contacts and clean up your CRM data. You can do this by customising one of the pre-set Data Cleaning email templates or by applying these contact filters settings:

• Data Quality Score Contributors: Select 'Cannot Call'.
• Communication Consent: Select 'Can Email'.

Key concepts

Keep these in mind when creating email campaigns:

• Email template settings: We recommend that template settings are set to do not repeat in automations for each email. This ensures that the email does not get sent repeatedly and each contact will only get that email once. 
• One-off emails: To send a new one-off email, create a new email template and add to your template library.
• Manual sends: You have the option of sending emails manually. This lets you review emails before sending.

Book a custom training session to learn how to optimise engagement with your contacts using RiTA.