Grouping Contacts on the PSP Website System

Grouping website contacts is an important task. By putting contacts into groups you can reference who they are, how you met them, what sales category they fall in, etc. The Prudential Select Properties website system allows our agents to easily group contacts. Don't forget this important step that helps you send better targeted email messages to the people on your website contact list.

 
How to Create Groups on the PSP Website System:
  • Login RealOMS Login at the bottom right of your website
  • Click Contacts tab then Groups from the blue bar.
  • At the top left type in the name of the group you would like, then scroll through your list of contacts below the group name field and check the boxes of the contacts you want to add to the group. 
  • When complete click Add Contact Group button
 
Add Clients to Groups as you Go:
So you don't need a brand new group, you just need to put a contact into a group you already have? No problem.
  • Go to Contacts tab then My Contacts.
  • Click on the contact's name you want to group
  • On the next screen the groups will be available at the upper right. Check the box of the group or groups you want the contact to belong to.
  • Click Save Changes button at upper right when complete.
 
Some Suggestions for Types of Groups:
  • First Time Home Buyers
  • Experienced Home Buyers
  • Sellers
  • Open House - this could even be broken down by individual open house (example: Open House 303 Main St)
  • Past/Closed Clients - you want to keep these folks on your contact list and occasionally remind them to remember you for referrals
  • Charity or Committee - if you belong to any charities or committees you are bound to make contacts from these groups. Be sure to add those folks to your website contact list.
  • Close Friends and Family - you want to be sure to secure these people to your website so they aren't getting marketed to by other PSP agents
  • Kids Clubs - are you a soccer Mom? Well you've probably met other moms at the games, be sure to add them to your contact list and group them appropriately.
  • Businesses You Frequent - you scratch their back, they might occasionally need to be reminded how much you love their business and how often you use it, and request that they consider you for future real estate transactions
  • People looking in X price range - for example 'Buyers below 100k', Buyers 100k-200k, Buyers 200k-300k and so on
  • People looking in X area - for example 'South City buyers', 'South County buyers' etc.
 
Make a Dynamic Group:
Dynamic groups let you create a group based on contact status, lead type, lead source, classification, recent activity, saved favorites, saved searches, and more. This is a great way to really keep an eye on contacts and help develop your pipeline of future business. 
  • From Contacts tab then My Contacts on blue bar, scroll down to the section Create Dynamic Group
  • Choose the options your desire for the dynamic group then click Add Dynamic Group button
 
You probably already have even more great ways to group your website contacts in mind. So go ahead and do it! It is easy and only takes a few minutes. Now you are ready to create better targeted email campaigns to send to your specific groups.
 
 
To Email a Group:
  • Click Contacts tab then Groups
  • Click Email button to the right of the group you want to email
  • Create an awesome email specific to the group and then click Send Now button at bottom of sreen
 
 
 
Questions? Comments? Email Helpdesk@discoverstl.com
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