// Example: A simple workflow in your CRM
// Trigger: Lead fills out "Find My Home Value" form
// Action 1: Send auto-email with PDF file Action 2: Send SMS -> "Hi {{first_name}}, your home value report is ready!"
// Action 3: Schedule follow-up task for 2 days later
These platforms let you automate sequences, meaning you can set up a "drip campaign" that sends a series of texts over a few days without you having to lift a finger. They also ensure that your opt-out rules are automatically handled.
**Step 2: Segment Your List Like a Pro**
This is where most agents fail. They have one giant list and they send the same message to everyone. That’s lazy and ineffective.
Segment your contacts. Create tags for:
- **Active Buyers:** People pre-approved and looking right now.
- **Active Sellers:** People who have a listing with you.
- **Past Clients:** People you’ve helped buy or sell in the last 3 years.
- **Sphere of Influence:** Friends and family who might refer you.
Why does this matter? Because your past clients don't care about the new condo in the city, but your active buyers *need* to know about it instantly. Sending irrelevant texts is the fastest way to get people to reply "STOP."
**Step 3: Craft the Initial Message**
Your first text is a date, not a marriage proposal. Don't try to sell them everything at once. That goal is to get a response. Ask a simple question.
Don't write: "Hi, we have a new 3-bed, 2-bath listing at 123 Main St. with a renovated kitchen and hardwood floors. Call me for a showing!"
Do write: "Hi Sarah, it's [Your Name] from [Agency]. Just got a new 3-bed in your requested area. Want me to send over the details?"
See the difference? One is a monologue; the other is a conversation starter. Texting is conversational. Keep it short, punchy, and always end with a question.
**Step 4: Implement the "Just Listed" and "Just Sold" Alerts**
This is the bread and butter of real estate SMS marketing. When you get a new listing, don't just post it on Instagram. Send a text blast to your "Active Buyers" and "Sphere" lists.
For "Just Sold," send a text to your "Past Clients" list. It shows you’re active and successful. It keeps you top-of-mind. When they hear a friend talking about selling, they’ll think of you.
**Step 5: Automate the Follow-Up**
The money is in the follow-up, but nobody has time to set 15 manual reminders. Use your automation tools to schedule follow-ups.
If a lead goes quiet once you've a showing, set up an automated text to go out 48 hours later: "Hey, just checking in. Did you get a chance to talk about the property with your partner? I have a couple of other options that might fit if that one wasn't right." This keeps you front and center without being needy.
| Channel | Open Rate | Response Time | Best Work with Case |
|---|---|---|---|
| ~20% | Hours to Days | Newsletters, heavy documents, market reports | |
| Phone Calls | N/A | Immediate (if answered) | Negotiations, complex questions, closing details |
| SMS | ~98% | Minutes | Alerts, quick questions, appointment reminders |