Introduction

The Send to Contacts feature allows you to share one or more properties directly with your contacts via email or text message. It helps you quickly promote relevant properties to buyers based on their needs and search behaviour.

This feature is available from the Property List and Property Detail pages and supports sending multiple properties in a single message.

Summary

• Accessing Send to Contacts
• Selecting Contacts
• Sending via Email or Text Message
• Property Landing Page
• Contact Activity & Notifications

Accessing Send to Contacts

You can start sharing properties from the following locations:

From the Property List

1. Go to Sales > Properties.

2. Select one or more properties.

3. Click Send to Contacts from the mass action menu above.

From a Property Detail Page

1. Go to Sales > Properties.

2. Click a property address to open the detail page.

3. Select Send to Contacts from the More (…) menu in the top-right corner.

When clicking, a Select Contacts window will open.

Selecting Contacts

In the Select Contacts window, you can search for contacts using basic information such as:

• Name

• Phone number

• Address

You can also use Advanced Filters, such as Contact Type, to narrow your selection.

Use the tick boxes to select contacts, you can select up to 200 contacts at one time.

If a selected contact has opted out of email, the system will clearly notify you and prevent the email from being sent.

Sending via Email or Text Message

Sending via Email

After selecting your contacts, choose Email.

Mass email shows a list of shared properties, ordered by property update time (oldest to newest)

Each property in the email:

• Shows key details

• Links directly to its individual property landing page

Sending via Text Message

After selecting your contacts, choose Text.

The link in the text opens a dedicated shared property list page. 

The Shared Property List Page

When a contact opens a shared property list link, they are taken to a page showing all shared properties.

Login Behaviour

• Active consumer accounts: The contact is automatically logged in

• Inactive accounts: A password setup prompt appears

  • After setting a password, the user is logged in and the page refreshes

If a contact does not have an email address:

• No login or reset prompt is shown on page load

• Login is only required when the user attempts to:

  • Request a viewing

  • Message the agent

  • Save a property

Once registration is completed:

• The email used is saved back to the contact record in CRM

• The user is automatically logged into the consumer portal

Property Display on the Shared List Page

Each property includes:

Clicking on a single property brings you to individual property landing page.

Property Landing Page

Whether accessed from an email or text message, each property opens its standard property landing page. For detailed information about property landing page, please check link.

Contact Activity & Notifications

Any actions taken by contacts—such as:

• Opening shared links

• Requesting a viewing

• Messaging the agent

• Saving a property

are recorded in CRM activity logs and trigger notifications, helping you follow up at the right time.

Questions?

If you have any questions about this topic or anything else, please get in touch with our Support Team. You can email us at <Support@LoftyWorks.com> or call us on +44 330 321 3500.