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5 Automated Marketing Workflows Every Agent Should Set Up in DeltaNET®
With the right technology, you don't have to choose between efficiency and human touch. DeltaNET, Delta Media Group's® all-in-one CRM and marketing platform, empowers agents to streamline client communication, stay top-of-mind, and deliver meaningful interactions automatically.
Whether you're nurturing leads, staying in touch with past clients, or promoting your latest listings, setting up smart automated workflows can free up hours each week while driving real results.Â
Below are five must-have marketing automations every real estate professional should activate inside DeltaNET:
1. Introduction Drip Campaign for New Leads
When a new lead fills out a form on your website and enters their contact information, you want to make a solid introduction as soon as possible.Â
Using the email campaigns module, you can create a multi-step welcome series that includes:
- A personalized introduction and contact information
- A helpful resource (like a buyer's guide or mortgage checklist)
- An overview of your process or service area
- A CTA to book a consultation or call
Even better, DeltaNET allows you to set automation rules to sort leads into specific buckets (e.g., buyer, seller, renter) and automatically assign the right campaign, eliminating the need for manual sorting or delayed outreach.
Once the introduction is over, you can continue to nurture the lead by signing them up to receive future pre-written content that matches their bucket automatically.
2. Open House Follow-Up
Using Open House Connector®, the comprehensive open house management app inside DeltaNET, you can collect attendees' contact information through RSVPs and have those who enter import their contact information directly into the app through an iPad or other mobile device. This information will then be sent directly to your CRM. From there, trigger a short email series that might include:
- A thank-you note for attending
- Additional photos or videos of the home
- Similar listings they might like
- A nudge to schedule a private showing or consult
- A survey of the property
This workflow can be saved as a template and reused for future events, providing a plug-and-play system that won't slip through the cracks.
3. Birthday and Home Anniversary Greetings
Staying in touch with past clients is crucial for securing repeat business and referrals — and small gestures can go a long way. DeltaNET automatically tracks birthdays and home anniversaries when those dates are stored in a contact's profile.
Using Custom eCards and Email Templates, you can schedule personalized greetings that go out every year without lifting a finger. These messages can include:
- A simple "Happy Birthday" with your branding
- A 1st home anniversary reminder with home maintenance tips
- A "thinking of you" note tied to a market update or referral request
You can also layer in a postcard campaign using Delta Create, for those who prefer a more tangible approach.
4. Listing Announcement Campaign
When you get a new listing, time is of the essence. With DeltaNET, you can create listing-specific marketing workflows that automatically kick off once a property goes live in your MLS feed.
The Listings Module inside DeltaNET integrates seamlessly with your CRM and website, allowing you to auto-generate:
- A Just Listed email campaign
- Social media posts (Facebook, Instagram, Twitter)
- Listing flyers and brochures (via Delta Create)
- Drip messages to your database promoting the property
With My Customer For Life (MCFL) newsletters, you can even add listing highlights to your weekly or monthly emails without manual editing.
5. Long-Term Buyer and Seller Nurture Campaigns
Not every buyer or seller is on a 30-day timeline. For those "slow burn" prospects, DeltaNET can help keep your name in front of them for weeks or months.
Examples of nurture workflows include:
- Biweekly market insights based on their saved search area
- Articles with buying/selling tips (DeltaNET has this content built-in with MCFL)
- Light touch emails reminding them you're available when ready
- Retargeting ads using Delta Media Group's Ad Wizardâ„¢
The best part? Once a contact responds or takes action (e.g., clicks on a property), you'll be notified and can follow up personally.
By setting up these five workflows, you're not just working smarter — you're staying ahead of the competition.Â
For more information about DeltaNET, contact us today!
