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Just listed
For any contacts that you would like to receive a “Just Listed” email, tap on the contact’s profile and check off the “Just Listed” option under the Subscriptions custom field. Any contacts who were subscribed to this email in Moxi Engage will be subscribed in Cloze.
When a Sale Listing is moved to the Active Stage and the Start Date is that day, this will trigger a campaign to send a “Just Listed” email to any contacts that have “Just Listed” selected in the Subscriptions custom field.
Please note you will need to approve the Just Listed email sending after the campaign starts.
Just Sold
For any contacts that you would like to receive a “Just Sold” email, please tap on the contact’s profile and check off the “Just Sold” option under the Subscriptions custom field. Any contacts who were subscribed to this email in Moxi Engage will be subscribed in Cloze.
The “Just Sold” email will be sent when the Sale Listing moves to the Closed Stage and the end date is today’s date. This email will be sent to any contacts that have “Just Sold” selected in their Subscriptions custom field.
Please note, you will need to approve sending the email once the campaign starts before it sends.
After Purchase Windermere Way
The After Purchase Windermere Way campaign has been updated so that to begin sending emails to your clients, you will need to approve the campaign on your agenda or from the contact profile.
To Approve or stop the campaign:
- Navigate to your agenda or the contact
- Locate the “Decisions and Updates” on the agenda or “Action Item” on the contact
- Tap the check to start the campaign, or the X to stop the campaign
On the Agenda:
On the Contact:
