In this article we show how to create your Bulk Sequential Marketing Filter Presets to include:
Bulk Skipped NN (No Numbers)
Exhausted CC -> DP (Exhausted Cold Calling send to Deep Prospecting)
Bulk Return Mail -> DP (Return Mail send to Deep Prospecting)
These filters serve as a base for you to create your marketing campaigns. Each time you are ready to market to a new campaign you can switch out the list or other marketing criteria.
Creating the Bulk Sequential Folder
Our first step is to create a new folder to save the filter presets to.
On the Records page, select Filter Records.
Then Create New Folder.
Name the Folder 01. Bulk Sequential and select Create Folder. If you want to restrict access for certain users you can select specific user or roles instead of Everybody.
Now that our folder is created, we can start building the presets.
Needs Skipped
The first filter preset we're going to create is Needs Skipped. This will show us records that have never been skip traced and have no phone numbers.
To start, click Add New Filter Block:
Select the Params & Others filter and Numbers -> No and Skiptraced -> No.
We also want to make sure we're only seeing records that have no property status and no call attempts.
Add the Property Status filter and select Do Not Include -> Any Statuses .
Now add the Call Attempts filter and select a minimum and maximum amount of 0.
We want to add in any specific marketing criteria like list names (distressors), list stacking, absentee owner, etc. We would typically market using Niche Sequential first so we can reach the more urgent records first. In Bulk Sequential, we'd want to exclude anyone we're already marketing to in Niche.
Name your preset 00. Bulk Needs Skipped and click Save Preset.
Skipped No Numbers
Next up, we want to see which records have been skiptraced but still have no phone number results so we can skip trace in a second location.
From your Needs Skipped filter, just change Skiptraced to Yes. Then click Save New.
Save as 01. Bulk Skipped NN.
Ready to Call
After we've skip traced all records and have phone number results for them, we want to see what has phone numbers and is ready to call. Using your Skipped No Numbers preset, select Numbers Yes. You can leave skip traced as yes or deselect it. Then Save New and save as 02. Ready to Call.
Bulk Call Follow Up
Next we will want to see which records need a follow up attempt. Here we will create one follow up filter with a range of call attempts. Enter in 1 as the minimum and the max number of times you want to attempt. Typically the max for multiline/bulk dialing should be at least 6-10 attempts.
Save as 03. Bulk Call Follow Up.
Needs First Mail
After we've called through all the records for atleast of 6-10 attempts we want to see who we still haven't reached yet, and send them direct mail.
For the Bulk Needs 1st Mail Preset, use your Follow Up Preset as a base and change Call Attempts to a minimum of 9 (or the max total of attempts you want to complete). Add the Direct Mail Attempts filter and select a minimum and maximum of 0. Under the Params and Others filter, select Vacant Mailing -> No so you don't waste marketing dollars mailing to a vacant house.
Note: Anyone with Vacant Mailing -> Yes can be skip traced in another location or Deep Prospected.
Save as 04. Bulk Needs 1st Mail.
Mail Monthly
For anyone we still have not reached, we want to mail monthly. Here you can decide the max number of times you want to mail. This example is showing mailing a max of 12 times so they will receive a mailer once per month for one year.
The steps below show how to set up the direct mail monthly filter if you are mailing through REISift. If you are mailing outside of REISift you will need to track when you're mailing using tags instead of the last direct mailed date. If you are mailing monthly you'll tag by the month and the year and include the previous month's tag to see who needs to be mailed next. See an example of mailing outside of REISift here.
Using your Needs First Mail filter, change the Direct Mail Attempts to a minimum of 1 and a maximum of 12 (or however many times you want to mail).
Add the Last Direct Mailed filter and select the Prior to Date option, then 72 months prior to month.
Next, add the All Tags filter and select Do Not Include and Return Mail. Save as 05. Bulk Mail Monthly.
*Note: any filter option in Blue means it's being excluded. Any filter option in Red means it's being excluded.
Bulk Not Interested
This filter shows us which records became not interested during the prior quarter so we can follow up with them and see if their situation has changed.
Select the Property Status filter and include Not Interested. Now select the Last Updated Field Filter, then select Status for the field. Under Last Updated Date, select Prior to and enter in 72 months prior to Quarter.
Save as 06. Bulk Not Interested
*Note: If you find that many of the records have already sold when you reach back out, you can adjust the timeframe for follow up to every 60 days or so instead of every quarter/90 days.
Exhausted CC -> DP
In this filter we're going to locate records that have all wrong and dead numbers meaning there's no good numbers to call.
Exclude all property statuses, select the Phone Status filter and Include all phones with Wrong, Wrong DNC, Dead, and DNC.
Save as 07. Exhausted CC -> DP
Bulk Return Mail -> DP
For the last filter we want to see which records we still don't have a correct number for and have been tagged as Return Mail.
In the phone status filter, select Do Not Include at least one phone, then select the Correct and Correct DNC phone statuses.
Add the All Tags filter and select Return Mail tag
Include Direct Mail Attempts filter with a minimum of 1.
*Note: this filter only works if you are searching and tagging your return mail appropriately, and tracking your phone statuses and mail attempts correctly.
Rehash (Bulk)
This filter shows us which records never responded from cold calling. Use the Rehash filter once per month to re-engage anyone who did not answer during the initial campaign.
Select All Lists (AND) and exclude your Niche Sequential lists. . Exclude any Property Statuses. Add the Call Attempts filter and a minimum of 4. Select Numbers -> Yes under Params & Others.
Save as 09. Rehash Bulk.
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