SweepBright allows you to match properties to contacts based on their respective preferences. You can do this in two ways:
- option 1: find the property match for a contact (see this article)
- option 2: find the matching contacts with a property (See below)
If you match from a property, you will find all contacts that may be interested in the property. From here, you can Mail All Matches, or contact someone individually.
This is how you can do it:
- Click on Match to see all your different properties. Select a property to see all leads that match the criteria for the selected property
TIP: use the search console or apply a filter to speed up things!
2. Take action! Send them a mail directly from SweepBright to inform them about these properties. You can choose to mail ALL leads that matched with this property
... or you can also choose to inform only a specific lead about the property
Note: properties will only match with contacts if the preferences of that contacts are completed! If you don't see any contacts showing up, check the preferences of the lead.