Good morning. Welcome to another edition of Tech Tuesday presented by Delta Media Group, where we're going over something very appropriate today. We are going over customer list so that you can check it twice and figure out which one of your customers are ... I don't know. That was kind of a stretch. I mean, it's the week before Christmas. What are you going to do? All right, so customer list. We really are going to go over customer list. We've added some things to it and it does a lot. So I wanted to get into it, kind of take a look at the different things so that you can see where it is, how it works and some of the things that you can do with it. So let's go into the Deltanet and take a look.

Now, to get there, I'm going to go down to customers and then customer list. Now, what this page does is it allows you to bring up all of your customers based on whatever criteria you choose in the filters. And then from there, you can even go as far as opening all those customers in bulk and then performing some different actions from there. So first off, we'll go over the filters, just kind of take a look at those and see the kind of things that you can do there. So first off, you have activity, and this is all exactly what it sounds like, customers with recent activity who've been on the site recently, who've created their account recently or who've made a request recently, like recently asked for a showing on a property, things like that. And you can choose these date ranges to be whatever you want. So it doesn't just have to be recently like last 90 days, last 60 days, though have presets for those. But it can also be date ranges. So you can say, "I want to look at everybody that created an account between January 1st and March 31st," or whatever you want. So that's kind of the beauty of the way that these are fashioned out here.

Now, for the last activity, in addition to choosing the frequency, you can also choose the type of activity. So you can say, "Just show me customers where I recently sent them a home finder email," so these would be customers that just recently received a saved search email. So I would choose home finder sent and say last 30 days, for example. So you can look through all those and see what your different options are as far as how you filter customers with that.

Customer info is what it sounds like. This is things like name, email, address, phone number, keywords. The customer status is also in here. Whether or not they have a market watch or a saved search is also in here, which is kind of handy, and even birthday. So you could filter customers on, say, everybody that has a birthday this month, and then open them up and go through that list and contact everybody who has a birthday coming up, if you wanted to send them a personalized e-card or just send them a personal email or anything like that.

Next, we have groups and labels, which is exactly what it sounds like. So under groups, you can select from all your customer groups. So you can select one or any combination of those groups to return just customers that are in those groups. You can do the same thing with labels. So if I select labels, these would be customers that I have labeled in different ways.

Requests allows you to sort of nail down leads based on where they made their initial request or any kind of request type. What this comes down to is whenever they've asked for something on the website, that basically amounts to a request, and some of those requests would be email requests, like they're asking for information on a property or they filled out your contact form, and some could be showing requests, so they went to a listing page and they asked for a showing on a listing. This allows you to filter down customers whose either their very first request was something specific, like say their very first request or initial source was, they came in from your website, so we could go down to agent website here.

For request platform, this gives you a few options as far as kind of an overreaching request type. The point of this is I could choose company website here and then I could say request source contact form. So that would be anybody that came in from the company website by filling out the contact form. And in your case, a lot of times, if they're being assigned to you because of that, that would mean that they selected you as the agent they want to work with on that form. So it gives you a lot of options as far as how you can narrow down which customers you'll see in this list.

Now, we also have some options here for even the lead referral source. And what that would give you is if you have any customers where we've recorded that lead had been come in from a specific source, like maybe they got to your website from Facebook and then made a request after that, you would be able to see Facebook in this list and narrow down just those requests that came from Facebook. So that one's not 100%, but it does pretty well. It's pretty close. So this just allows you to better segment your customers based on not just the kind of requests they made, but also where they came from. And the better you can segment your list out, the more effective that you can market to them. So that is what that is for.

Now also, I'll mention that you can do both processed and unprocessed requests here or you can filter to one or the other. And what that means is if I wanted to use this list to see only new requests that I haven't processed yet, I could do that here, or if I wanted to filter those out, I could do the same thing. So you have a lot of options there as far as how you can filter out this list of customers.

Next, under viewed ... this is a relatively new feature ... what this is doing is it's looking at the properties that all of your customers have viewed, and you can see this is basically like a property search form. So you can fill this out and what it will do is return a list of customers that have properties or have viewed properties that match whatever search criteria you put in here. So that allows you to really fine tune list and say, "I had a new property come up in this market," so say Canton, Ohio, and it's whatever the price range is, three bedrooms, two bathrooms, 2000 square feet. This is the property I just had come on the market. I want to see all of my customers that I think might be interested in that property. I could go in here and I could enter a price range around that new property that came on the market, return all the customers that have looked for a property similar to the one that I know is now in the market, I could open them all in bulk and then I could send them an e-card for that new property that just came on.

So the whole idea is I'm segmenting my customers down to only those that I think will be most interested in this thing that I have and sending them out the information I need to really fine tune the kind of listings I'm marketing to them specifically, so that's given me more relevant information to them, which is going to help me engage with them better. And ultimately, I'm showing them the kind of property they're looking for. So that is going to make it all that much more likely that they want to see the property and ultimately they buy the property, right? So that's what you could do with this view dropdown.

Then, the next thing we have here is the assignment. This is for some kind of specific circumstances here, mostly for team accounts. So if you have a team account and you're going in here and you're delegating leads to your team members, you can use this to look at all the leads that you've delegated to a specific team member. So I could click on this, I could select the account that I've delegated to. Now, right now, I'm on a personal account. So if I, from my personal account, had delegated a lead to the team, then that's the only thing I can check. But if I run a team account, it would show all of the team members here. So from there, I could say, "Show me all the leads that I delegated to Bob the agent," and when I do that, it'll get me back all just those leads specifically so that I can keep track of those, see how Bob's following up on those and all those kinds of things. So there you go.

I can also exclude delegated customers if I want to narrow this list down, but I don't want to look at the ones that have been delegated to me. And then I can also narrow these down by their fee type. And fee type has to do with when the lead is assigned to you, how it's marked by the company, whether this was a referral lead from the company or whether it's one that came in from your website directly.

Now, the next thing we have here under filter tools, what I can do is all these filters that I've put together, if I've put together a set that I'm going to commonly go in and reuse, I can name the filter and I can save it. And what that allows me to do is if I'm using these all the time, I can go back in and I can just select these filters instead of going back in and entering them from scratch each time. I would just select my saved filter set and hit search and then it would bring up all the leads that match that filter without me redoing it each time.

So the other thing it does here is it shows you all the filters that you've set so far. So that is kind of cool in this regard so that you don't have to go through every one of these dropdowns and find the filters that you set up. All you do is look here and you can see everything that you've put in. All right, so close that out.

Now, the other thing we have here are a few different views that you can choose from. So some of these views are only ... like assign leads quickly is an admin-related view, so that's one that won't be visible to most agents, but an admin could use that view to basically load up every customer that comes up in this customer list and have a quick reassignment panel on those so that they can reassign them to other agents. But you also have standard view, standard view by zip code, which is going to change the view up a little bit, but have a zip code column in there, call logging report, and then the customer engagement report.

Take a look at the customer engagement report quick. Well, the rest of my filters don't make any sense, so we're not going to find any matches. But what that'll do is show me not just each of the customers and align like a normally would, but it shows me kind of an engagement score on each of those customers. And the idea there is it's giving me a better idea of who it is that I can go in and who I should focus my efforts on.

Now, because of the width of my screen, if your screen is a little bit wider, you'll see more columns. But if I expand this a little bit, you can see engagement score 0%. Everything under this plus sign is an additional column that would show up in this report just like the rest of the pages in the Deltanet. So if my screen were wider, you would see all these as columns. But this allows you to see customers with the highest engagement score so that you can focus your efforts on those because we've determined that they're spending more time on the website, making more requests, that sort of thing. And like I said, we're building that out as we go to kind of add more functionality to it and add more to it overall in terms of how accurate it is and how representative it really is of how likely that customer is to buy a home from you. So there you go.

Now, the one thing that I will cover real quick here just because I want to be as complete as possible. We have these binoculars, you may have noticed up here in the corner. This opens up the advanced search. So if I click on that, you can see you have this advanced search system where you can load up your search filters. But in addition to loading your search filters, you can actually do groups of ands and ors when running searches here. So it's worth knowing that this is here in case there's something really specific that you're looking for.

But you can do things like show me a customer whose first name is not equal to something specific, so let's say I didn't want any Steves. So I would say first name not equal to Steve, and we'll leave that as and, and I'll add a rule. So I want their first name not equal to Steve and I want their spouse name ... I'm picking ridiculous filters here, I know ... and their spouse name equal to Karen, and we'll add another group and then I'll say or. We're still in and, so we'll say and they're in the one of these groups, and then we'll add another rule and we'll say, or they're not in these other groups. So you see I've made something completely worthless here. However, you can really fine tune a search here.

So you could say, depending on how you're segmenting your customers out, if you had different groups, say you had one group for 44708 and another one for 44709 and then one group for 55 and over and one for people looking for a home, people that have families, and then one for active buyers. I could say, "Show me everybody who is inactive buyers but not in the family group but is older than 51 plus, but is in the 55 plus group and is looking for houses in 44708."

I could put that combination together here and then run that search and then end up with just that really specific list of customers that I could then open in bulk and then prospect to either kind of just a CRM style where I make a call and I go in and leave a note for them and then I hit next and move to the next one and just go through each of them and prospecting them, or I could send them all an e-card if, say, a property just came on the market that matches what that specific set of customers would be interested in. So you can see how much you can really fine tune this.

All right, so we'll back out of our advanced search here. Now, the next thing you can do is once you filtered everything down and you have your list of customers, you can open these customers in bulk. So what you probably see by default is this. So to open up the selection, so you can select more than one customer at once, you can click on select customers and you can see it opens that check box. At this point, I can put a check mark next to the ones I want to open, or I can click this check mark up at the top and that would select all.

Now, if I hit this one at the top, it's going to ask me if I want to select just this page or if I want to select all the pages in the results set. So if I click this, you can see it says select all 49 rows. If I hit okay, that's going to select every result. If I hit cancel, it just selects the page that I'm on for the results. So if I only wanted that one page, that gives me the ability to do that.

So I'm going to deselect all of them. We'll just select a few here. So once I've gone down this list and I've selected all the ones I want, I can go down to the bottom or the top really and I can hit open selected customers. It will think about it for a minute and then that'll take me through to this customer search page. Now from here, I have a lot more options. You can see down here is just their customer profile page, so their profile, their notes, the to dos. This is exactly the same as if I had gone to, say, the customer center and I had clicked on their name, so it brings up exactly that same page. Saved searches, saved properties, transactions, all that stuff, loads up here.

Now, the idea is what I can do is go down here, I can find their contact information and I can give them a call, send them an email. If they had a phone number in here, there would be a little text button so I could click that and send them a text, as long as I have the right software on my computer, and after I send them that information or after I talked to them, correspond with them, let's say I call them, I get ahold of them, they tell me what kind of property they're interested in. I can go down here, I can create a saved search, maybe create a market watch for them, add a note in here, and then click next and move on to the next customer, and then go down here, contact, back over here, add a new note, and then next again. And I can do that to just cycle through all of my customers really quickly and be able to contact this group that I put together.

Now, the other thing I can do is if I don't want to either contact them one one at a time like that or if I'm loading them up in bulk for a different reason or if I've finished contacting them all one-on-one or one at a time, I can go in here and I can send out any kind of mass communication with them as well. So if I click on send communication, I have the option of sending an e-card, an e-blast, or creating a mail merge for all these customers. So let's say I went to ... We'll go back to these. So I can create those mass communications.

Now, I can go over here. I can also attach to a specific list, so we have a saved search list here. I can add them all to a group or remove them from a group. So I can go in here and just say I want to put all these customers in group A. If I click add to group, it'll put them all in group A, or I can also remove them all from a group. So I could select that group and hit remove. And what it'll do is just go through every customer in this list and if they're already in that group, it'll take them out. If they're not in that group, it won't do anything. Same deal with add to group. If they're already in the group, it won't do anything, but if they aren't in the group, it'll put them in it. So it just allows me to open up customers in mass and put them all in a group at the same time.

Now, I can do the same thing with labels, and it works exactly the same way. I would go through here and I would select the labels I want to add them to, which could be particularly useful for pipeline labels. Say you've just imported your customer database and you want to add them all to the pipeline for pipeline manager, you can go in here and say, okay, I've selected all my prospects, so I'm going to open them in bulk and I'm going to go over here and hit prospect and then add labels, and that's going to attach the prospect label to every customer in this group. And same deal, I can remove them as well, and it works exactly the same way as the groups.

Now, for send communication, if I click over here, just to give you an idea, these all work in roughly the same way, but what this will do is open up the e-card system. Do you want to send an e-card to these customers? Okay. So you can see it loads up the e-card platform. And now in here, I'll just select the e-card template that I want to use. So we'll go down and pick one here. There we go. So now it lets me select my property and now I just go through the process of creating an e-card. So this is an open house e-card. So I just picked a property here. I can put in an open date. Here's my e-card, and just like the e-card system, if I wanted to modify any of these photos, I can click here and pick a new photo. So I have all those options there.

I can customize anything that highlights like this, again, just like if I had gone in under customers and e-cards and flyers, and then once it looks the way I want it to, I'll go down here and click send e-card. And you can see what is special about this is it loads up the group, or should load up the group, as a temporary group over here on the left. So we have these customer search groups. Now, in this case, I've got so many in here from fiddling around that there are quite a few. You would generally just see one customer search group in here I believe, and you would select your customer search group because that is the one that you just set up this e-card for and then go down to the bottom and hit send e-card and it would send to all the recipients of that group.

So there you go. It works exactly the same way if you were to set up an email blast, so if I go in here, and actually now that I'm already in e-card, I feel like I'll break something if I try it, but why not? I'm not scared. You want to send any blast to these customers. There they are. It loads up email blast and then you can see group, customer search group filled in there automatically, and now I would go in and just set up my email blast the same way I would as if I had gone to customers and e-blasts, and then email merge ... or not email merge ... mail merge because the point of mail merge is that it's not email. Works the same way.

So there you have it. So that is the customer list. That has all the new things that you can do with it now. I mean, you can see how you can really segment your customer database this way or if you have them segmented, you can really sort of curate these really specific lists of customers and then market to them in ways that is going to speak to them or market to them in ways that will speak to them. I like that. Let's go with that. So there you have it. So thanks a lot for joining me as always. Have a fantastic Christmas. I guess that's not really as always.