Iceberg Digital

Brad Roby

Marketing and Autopilot

In order to switch off your monthly newsletter that goes out on the 29th/30th of each month, you just need to go to Marketing and Autopilo...

Switching Off Your Monthly Newsletter.

Forms

Dynamic images in Email templates work very different to the traditional way we use images in the email template builder here.A Dynamic Im...

Email Templates - Dynamic Images

Lifesycle will send automated emails to Landlords, Vendors, and Applicants on the day of their appointments. Lifesycle will start to send ...

NEW: Appointment Reminder Emails

There are certain automated emails and SMS that can go out to people when keys are overdue and have not been returned to the office on tim...

NEW: Key Management Notifications

When creating or editing an email template. We have the ability to create tables in our email templates in which we can write text. To do ...

NEW: Email Templates - Table

When creating or editing an email template, we have the ability to create a menu inside the email template, this menu may contain things l...

NEW: Email Templates - Menu

When creating or editing an email template, we have the ability to provide a link to a video. PLEASE NOTE: The video WILL NOT play inside ...

NEW: Email Templates - Video

When creating or editing an email template, you have the ability to create links to your social media pages in the email. Without using bu...

NEW: Email Templates Social

Dividers and spacers are used in an email template to break up the content. A divider is normally something that the recepient can see, i....

NEW: Email Templates - Dividers and Spacers

When creating an email template, you have the ability to insert a button in to the template. When this button is clicked it performs an ac...

NEW: Email Templates - Button

When creating an email template, we have the ability to drag image content blocks in to the email template and upload images in to our ema...

New: Email Templates - Image

When creating or editing an email template, we have the ability to drag in a content block to the email which allows you to create bullet ...

NEW: Email Templates - List

When creating or editing an email template, we have a text content block that we can drag in to the email template. Once the content block...

NEW: Email Templates - Text

When creating or editing an email template, we have the ability to enter in a paragraph content block. To do this, simply click and drag t...

NEW: Email Templates - Paragraph

Whenever you are writing text in an email template, whether it be a title, paragraph or list etc. you will see a small black boxthat appea...

NEW: Email Templates - Dynamic Variables

When creating or editing an email template, in the content tab, you have 'Title'This will create large text that will be used as a heading...

NEW: Email Templates - Title

When building an email template, next to the content tab you have a Rows tab. In this tab you have a large selection of Rows which act lik...

NEW: Email Templates - Rows

To create a new email template, first go to Marketing and Autopilot &gt;&gt; Mail Templates. Then click 'New Mail Template' on the top lef...

NEW: Email Templates - Creating a New E-mail Template

What are 'My Templates' and how do we access them? First of all, go to Marketing and Autopilot &gt;&gt; Mail Templates.You will then come ...

NEW: Email Templates - System Templates

NEW: Email Templates - My Templates

We have the ability to change the default colours, logo, welcome message, success message and re-direct link on forms. Meaning you can put...

Form Settings

When creating content, we have the ability to add videos in to our content. So that when reading the article, viewers can play a youtube v...

Content - Adding videos in to your content

When a MOS is sent out, there is a generic cover email that goes out to each party, and the actual MOS is attached as a PDF along with any...

Email Templates - Memorandum of Sale

Click Marketing and Autopilot

Click Journeys

 
Click the button. Green means active, grey means deactivated. 

 

Journeys - How to turn on and off Journeys

There are many different types of notifications that you can receive from a Market appraisal. To access these, edit the recipients or simp...

Automations - Market Appraisal Notifications.

In branch settings, we have the option to enter in postcodes and draw zones. These are called our areas. Let's start by taking a look at w...

Audiences - My Areas, Postcodes and Zones.

In this article, we are going to discuss the importance of audiences and journeys, how they work, and what makes them so special.What is a...

Audiences - Audiences and Journeys, How do they work?

Dynamic Audiences are ever-growing sets of contacts that are grouped together based on certain criteria. Contacts can enter and leave the ...

Audiences - What's the Difference Between a Dynamic Audience and a Static Audience?

Sometimes, Lifesycle may be logged out of LinkedIn and Twitter. This is a security procedure from LinkedIn and Twitter to prevent hacking....

Content - How to re-connect your LinkedIn and Twitter Accounts

Here is a list of the default System Templates within Lifesycle.
Portal Response (Kickback).When an applicant makes an enquiry about a pro...

Email Templates - Quick Guide to Email Templates

When an applicant has created a search profile, whenever there is a price reduction or a new property that meets their search criteria is ...

Email Templates - How to Edit the Heads Up Property Alert Emails.

In Lifesycle, you have the option to send out a SOLNY(Sold or Let Near You) email to anyone who's property is in the status of proposal se...

Automations - How to turn on SOLNY automations

Currently, we can not integrate Lifesycle marketing and content with Instagram. However this is something we are continuously working with...

Content - Can we integrate Lifesycle with Instagram?

When you have entered a new contact to Lifesycle,  you can send your contact a registration link which invites them to give you more detai...

Email templates - Registration and Heads Up Property Alerts.

We highly recommend using SMS for your marketing, to send your market appraisals and more. The only place SMS is required to be sent is in...

SMS - When is SMS used in Lifesycle - how to stop using sms

Click Marketing and Autopilot in the left side menu:

Click Content

 
Click the share button 

 
Choose the social media platform you wou...

Content - How to share content to social media

Click on Marketing and Autopilot
Click on Audiences
Send email - individual emails 
Send bulk email - send to all contacts in the audience...

Audiences - How to send an email to an audience

There are a few rules in place for the SOLNY emails to work properly – they are as follows:
 
For those to receive the solny;
1. The marke...

Automations - SOLNY - sold or let near you - how it works

We provide you with a blog page and content. On every blog, is a call to action form. This is a contact aggregator - allowing a quick and ...

Content - Blog Page Call to Action

In Newsletter Management, you are able to review and edit the current month's newsletter. 
First, click on Marketing and Autopilot in the ...

Newsletter Management

Access your past newsletters that have been sent, review the email template, the blogs and the performance of the newsletter. 
First, clic...

Newsletters

Click on Marketing &amp; Autopilot which is highlighted in magenta below

Choose Forms

Click Build Form in the top left corner

Choose th...

Forms - How to build a form

Numbers (only Digit) - Allows the contact to enter in numbers only - no other text allowed.  Example is age of the home
Single Selection -...

Forms - Question types for forms

Choose Marketing &amp; Autopilot from the left menu which is highlighted in magenta below 

Choose Content

 
Search for the content you w...

Content - How to Delete Content

Content - How to Preview the Email Template of Created Content

Choose Marketing &amp; Autopilot from the left menu which is highlighted in magenta below 

Choose Content

Click Create New Content

 
Ar...

Content - How to Create New Content

Content - How to Hide Content on Your Blog

The default blogs we have added to your account cannot be edited by you. If you have found a mistake, please let us know and we will fix i...

Content - How to Edit Blogs or Content

The SMS section of Marketing allows you to quickly send an SMS to any audience. 
 
Choose Marketing &amp; Autopilot from the left menu whi...

SMS - What is the SMS section of Marketing

We have provided you with Audiences that allow the system to work.  These Audiences are not available to edit or delete. You are able to e...

Audiences - How to Edit an Audience

You are not able to delete a contact out of a dynamic audience as this does a search of criteria you have selected.  For example.  Your Dy...

Audiences - How to delete a contact in an audience

Choose Marketing &amp; Autopilot from the left menu which is highlighted in magenta below 

Choose Audiences

Search for the audience by e...

Audiences - How to Delete an Audience

Audiences - How to send an SMS or an E-Mail to Individual Contacts From Within an Audience

You've created an audience and now you want to further segment clients in that audience into another.  Easily do this by following the bel...

Audiences - How to Create an Audience from within Another Audience

Audiences are groups of clients you have created based on criteria.  Click here to see how to build an ever growing Dynamic Audience. Clic...

Audiences - How to send an E-mail to Everyone in an Audience

Audiences - How to Send an SMS to everyone in an Audience

Dynamic Audiences are ever-growing sets of contacts that are grouped together based on certain criteria. Here is how you choose the criter...

Audiences - How to create a Dynamic Audience

This automation sends a simple and professional automated message to your portal, instant valuation and web enquiries letting them know th...

Automations - Auto Response to potential Buyers and Tenants who show interest in your properties on Rightmove or Zoopla

The power of a ‘Sold In Your Street’ flyer is something that forms the very foundations of estate agency but at Iceberg Digital we feel th...

Automations - Sold or Let Near You Automation - a Modern Take on the Sold in Your Street flyer

Automations are actions the system takes for you.  Examples of this include notifying the related user (or valuer on the market appraisal)...

Automations - What are Automations

Notifications are located in Automations. 
Click on Marketing and Autopilot in the left side menu which is highlighted in magenta

Choose ...

Automations - How Do I Edit My Notification or Automation Settings

You can add more contacts to Lifesycle by Manually entering in contacts (copy and paste their email address for example) or uploading a CS...

Audiences - How to Upload a CSV file of contacts

You are able to search within an audience for specific contacts by using the search bar. 

You can also search within an audience for cont...

Audiences - How to Search within an Audience

When you book a market appraisal through Lifesycle, you have the option to send out an email to confirm the appointment with the default t...

Email Templates - Market Appraisals

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