CAMPAIGNS & TEMPLATES
CAMPAIGNS & TEMPLATES
Our templates are thoughtful, educational, and include tips and advice that will help you to engage, stay top of mind and encourage response! Patti also recently updated the templates to open positive conversation about recent changes to agent commissions.
All nurturing campaigns last a minimum of 1 year and include a 25 - 30 or more templates for each engagement campaign. Sphere and holiday campaigns touch contacts monthly and/or on major holidays throughout the year.
Many of our email templates have been known to get open from 35-60% of the time! (average open rates for real estate is under 15% ...yikes!!!) See Samples of our subject lines below.
Mail Merge fields are built into each template to match Lofty. These fields will help you to easily and AUTOMATICALLY personalize each template without need to add the contact info manually, EVER!
Our templates include responsive calls-to-action, offers for help, and tips for buying, selling, renting, getting a loan and/or credit help. We also drive all the leads back to your website at every opportunity.
Engaging and proven email and text templates include all the pro-tip timing so templates drip out to reduce opt-out, but also encourage clicks and interaction with you long-term.
Our campaigns were written by a top-producing agent who knows how to solicit response and get your consumers to raise their hands asking for your help. Thousands of agents have had huge success with these campaigns and have closed more sales as a result.
For best results, Digital Marketer and CRM & Drip Campaign Strategist, Patti Sampson, has also recorded a short and easy step-by-step video training on best practices to implement the campaigns specifically for LOFTY CRM.
Patti has also created Courses and Lead Magnets to help you really ramp up your Lead Generation and closings. Oh, and if you are considering a move from your current CRM, you may want to check out Patti's own all-in-one marketing platform - EngageMorePRO.com. Also, get Patti's Best-Selling Book at DripCampaignSecrets.com.
Engage and convert more buyers with these effective campaigns. Use as is, or edit easily within Lofty to fine tune the campaign for your specific lead sources...like a website sign- up, Facebook ad, lead magnet offer, or anyone you meet in person. The campaign includes a combination of Emails and Texts that are scheduled for 12+ months. These engagement campaigns consist of over 30 templates. All descriptions, subject lines, and mail merge fields for your chosen CRM and recommended timing are provided too! Check out details of our buyer campaigns below:
General Buyer Lead
Nurture Campaign
Welcomes & nurtures long term any new home buyer lead.
Provides home buying tips and advice throughout an entire year to keep you top-of mind.
Can be used for any and all lead sources, such as Zillow, Redfin, Homes.com, or your website with easy edits.
12 months long - Over 30 email & text templates with recommended timing and engaging subject lines built-in.
Buyer Re-Engagement
Campaign
Find out if your leads are still looking to buy a home or property. Learn buying status and get top-of-mind again long term.
Provides home buying tips and advice throughout the year.
Can be used for any old-stale buyer leads you have in your database that have not closed.
12 months long - Over 30 email & text templates with recommended timing and engaging subject lines built-in
Buyer Guide/Lead Magnet Campaign
Delivers a home buyer lead magnet guide or offer & nurtures long term.
Provides home buying tips and advice and continues to educate to keep you top-of-mind throughout the year.
Can be used for any lead magnet offer, such as a guide or checklist.
12 months long - Over 30 email & text templates with recommended and engaging subject lines timing built-in.
Buyer Open House
Campaign
After meeting at open house, this campaign does the follow-up, delivers similar listings, and nurtures long term.
Provides home buying tips and advice throughout the entire year to keep you top-of-mind.
Used for any/all open houses. Just edit first templates for weekly use.
12 months long - Over 30 email & text templates with recommended timing and engaging subject lines built-in.
Email Template
Email Template
SMS Text Template
Never lose a chance to get a listing appointment. Use these engaging seller campaigns for online CMA leads (aka home value leads), farming, website sign-up, seller guide offer, FSBO's, expired listings, probate sales, or personal meeting with a new prospect. As soon as the lead arrives, automate instant response in your CRM fast. This campaigns include Engaging Emails and Texts that are scheduled for 12+ months. The campaigns consist of 25+ templates. All descriptions, subject lines, and mail merge fields for your chosen CRM and recommended timing are provided too! Our available seller campaigns include:
General Seller Lead
Nurture Campaign
Welcomes and nurtures any new home seller lead long-term. Especially great for anyone wondering what their home is worth or any online lead you may receive.
Provides home selling tips and advice to instill trust.
Can be used for any and all lead sources, such as Facebook, Zillow, YouTube, your website, and more with easy edits.
12 months long - 25 email & text templates with recommended timing and engaging subject lines built-in.
Seller Re-Engagement Lead Revival Campaign
Find out if your seller leads are still looking to sell a home or property. Inquires about selling status and gets you top-of-mind again.
Provides home selling tips and advice to instill trust.
Can be for any old-stale seller leads you have in your database that have not closed.
12 months long - 25 email & text templates with recommended timing and engaging subject lines built-in
Seller Guide/Lead Magnet Offer Campaign
Delivers a home seller lead magnet guide or offer & nurtures long term. With a quick edit you can deliver your favorite lead magnet/offers and nurture long-term.
Provides home selling tips and advice to instill trust.
Can be used for any lead magnet offer, such as a guide, checklist, or market updates.
12 months long - 25 email & text templates with recommended and engaging subject lines timing built-in.
Seller FSBO/Expired
Campaign
For Sale by Owners or Expired Listing Prospects, this campaign offers help and tips to sell, educates, gains trust and helps you to get an appointment and the listing!
Provides home selling tips and advice to instill trust.
Use for any FSBO or Expired listing leads you gain from any source. This campaign works for both lead types without editing.
12 months long - Over 30 email & text templates with recommended timing and engaging subject lines built-in.
Seller Probate
Campaign
Prospecting Probate home sales can be challenging. This campaign encourages the petitioner/executor to call you with local home seller and probate process tips/advice that show you are the 'go-to' local real estate probate specialist.
Used for Probate home sale leads you receive from any lead source.
12 months long - Over 30 email & text templates with recommended timing and engaging subject lines built-in.
Email Template
SMS Text Template
Email Template
For other various types of prospects, including Tenants, Investors, Credit challenged and anyone growing a team and recruiting agents. All descriptions, subject lines, and mail merge fields for your chosen CRM and recommended timing are provided too! Here is more about our other helpful campaigns:
Tenant Rental
Campaign
Tenant/Renter leads are the best way to grow a large database fast full of wanna-be buyers. Provide credit help and home buyer and rental tips and advice encouraging they work with you for any type of lease or purchase and then make a client for life.
Works for any type of tenant rental lead or prospect from any lead source.
12 months long - 25 email & text templates with recommended timing and engaging subject lines built-in.
Credit Clean-Up
Campaign
Buyers and tenants often have struggles with their credit. Provide tons of credit tips and myths about credit clean up, as well as home buying advice for the credit challenged prospects to help them clean up their act and use you as their agent!
Can be used for credit challenged buyers and tenant rental prospects who would like to buy a home.
12 months long - Over 30 email & text templates with recommended timing and engaging subject lines built-in.
Buyer/Seller Investor
Campaign
Stay top of mind with Investor prospects who buy, sell and/or rent properties with tons of tips and advice for those earning money with real estate.
Best use of this campaign is for investor-type leads you wish to communicate with over a long period of time in between purchase and sales. Consider setting up this campaign to recur year after year.
12 months long - with 40 email & text templates with recommended and engaging subject lines timing built-in.
Agent Recruiting
Campaign
If you are a broker, team leader or recruiter for a real estate agency, this campaign will help you get agents to schedule calls with you.
Used for building a real estate business by reaching out to agents anywhere.
Provides you training to easily edit to personalize to promote your unique value proposition.
12 email and text templates with engaging subject lines for you to send in a time frame that works for your business growth goals.
Sphere Email Template (snippets of a long email)
Credit Clean-up SMS Text Template
Tenant Rental Email Template
Video Holiday Email Template (click it to see the video page)
For all contact types and statuses, our Sphere, and Video Holiday, Birthday and Anniversary campaigns will help you celebrate and stay top-of-mind all year long. These campaigns remind your database that you are a local area agent and encourages future business and referrals. Especially great for Friends, Family, Sphere, Referrals and Past/Closed Clients. All descriptions, subject lines, and mail merge fields for your chosen CRM and recommended timing are provided too! Here is more about our other helpful campaigns:
Two-Year Sphere
Campaign
Stay top-of-mind with all of your Prospects, Friends, Family, Sphere, Referrals and Past/Closed clients with buyer/seller tips and fun and informative content to keep you top-of-mind and remind them you are an agent.
Sends one Email a month with two text touches throughout the year.
2 years of monthly content - 28 email & text templates with recommended timing and engaging subject lines built-in.
Video Holiday
Campaign Templates
With 17 holidays throughout the year, stay top-of-mind with Video well wishes all year long from you.
This is a great campaign to remind anyone in your database you are the local area specialist.
Can be used for any and all leads or prospects anytime.
Some CRMs do not provide a way to schedule holiday campaigns, but you'll have the templates to "blast" them out on each holiday
12 months long - 17 email & text templates with recommended and engaging subject lines timing built-in.
Annual Video Birthday
Campaign Templates
This 5 year video holiday campaign wishes those in your database a Happy Birthday every single year with a personal video email and text from you.
Consider setting this up in your CRM to recur and you will have unlimited years of well-wishes on that special day.
5 years of templates - with One video email and One text every year. Engaging subject lines built-in. If your CRM has a scheduling option to send yearly, you can automate this campaign, or get the templates to send manually on each birthday.
Annual Video Home Anniversary Campaign
This 5 year video home anniversary campaign provides a well-wish to your closed buyers celebrating the anniversary of their home purchase.
Consider setting this up in your CRM to recur and you will have unlimited years of well-wishes on that home purchase anniversary date.
5 years of templates - with One video email and One text every year. Engaging subject lines built-in. If your CRM has a scheduling option to send yearly, you can automate this campaign, or get the templates to send manually on each anniversary date.
Thanks Joe, Home info from Patti at ABC Realty…
Hi Joe, Quick Real Estate Search Update Required
San Diego Market Snapshot you requested attached
Joe…Important info about Buying vs. Renting
Joe, Just checking in…have you sold your home?
Joe, Quick Question about your Home
Can I see sample of the templates?
Yes, there are samples right here on this page. Note that we don't include a ton of images in the nurturing campaigns because they make your emails look advertisey. However, you certainly can add any images, videos or links you wish into any of the templates. Just a warning though. Too many images and links can cause your emails to go into the SPAM folder. Learn more about how to avoid the Spam folder in my book - Drip Campaign Secrets - you can order the book HERE.
Do the templates include images?
Generally, we don't include images in the nurturing campaigns for several reasons. Home or property images may not match your area. Further, images can oftentimes make your emails look spammy and 'advertisey.' We want your consumers to think you sat down to write these emails manually, and most of time, you won't add images to your nurturing emails. Too many bells and whistles will lower response rates, and eventually open rates.
We do, however, include images and video in the holiday and sphere templates. Understand that Images in emails can often trigger spam filters because they are frequently used by spammers to bypass text-based content analysis. Large or numerous images can increase the email's size, making it more likely to be flagged as spam. Additionally, if the images are hosted on unfamiliar or suspicious servers, or if the email lacks sufficient text to balance the images, spam filters may interpret it as a potential phishing attempt. However, if you wish to add images, feel free to add any images or videos you want to your templates within your CRM if your CRM gives you that option.
Can you build the campaigns for me in my CRM?
Yes, we offer our campaigns in two ways: 1) In Word Format download with an instructional video for you to build them yourself for your specific CRM or 2) We will build them for you. If we build them, we build them in order of purchase. We anticipate a build time of less than a 3-5 days, depending on how busy we are, and how many campaigns you have ordered. Our experience is that we can build them much, much faster than you could since we have a huge amount of experience in all popular real estate CRMs. If your CRM is not one we are familiar with, we will take a few days to learn it and have your campaigns ready within a week, or less. If you order the package for us to build them for you, you will receive an email with a form to fill out advising us of your CRM login details and specifics about the campaigns you want.
Are the templates specifically to the fields in my CRM? Do you add custom fields?
Yes, all the templates are created with specific merge field codes that match the CRM you use. If you decide to purchase the Word versions and build them yourself, you will be provided downloadable versions that include the merge fields of that CRM. It's important you choose the campaigns that match your CRM, however. If we build them, all the merge codes will match your CRM automatically and we will add in custom fields that are necessary for some of the campaigns. Please note that some CRMs do not allow for custom fields. We will advise you if this is the case.
What if I want campaigns in another CRM?
No problem. We provide campaigns for all CRM's. Just let us know what you want and we can get you over a link to order for any other CRM.
I don't love my current CRM, what campaigns are prebuilt in Patti's CRM EngageMore Pro?
Amazing question! So, in lieu of working and paying for a CRM you don't love or barely use, then it may be time to consider a move to EngageMorePRO.com. This is Patti's baby...an All-in-One Marketing platform loaded with over 40 different workflow drip campaigns for all lead types and pipeline statuses. And, there is no need to build anything. You will get all the content, training and experience built into one low monthly price. You could conceivable get rid of all your other marketing software because Patti's EngageMore PRO has everything you need to grow your real estate business, including an optional IDX website you own (not your broker), all of Patti's proven and engaging drip campaign workflows, unlimited landing pages built for real estate, brandable lead magnet buyer and seller guides, social posting planner, Google review automations, AI Conversation flows and chat widgets, automated social media comment responder, dialers, text codes, digital document signing and so much more. Before you order your campaigns to build in another CRM you don't like, add up what you are spending on everything else you need to market your business and then check out EngageMorePRO.com. You'll spend way less and be much more productive because everything is in one place and Patti will train you weekly (live and on-demand and within her private group), and it's at no additional cost because it's all included!
How can I order Patti's 'Drip Campaign Secrets' book?
Hey, thanks! Ordering the book is easy. Just go to https://www.dripcampaignsecrets.com/ and order the book. The book is full of a ton of amazing tips and advice to help you set up your CRM, avoiding spam folder, writing your own engaging and responsive content, as well as how to mine your database for the hottest business opportunities.
Does Patti offer one-on-one coaching and training and/or CRM & Website set-up?
Yes, she does. Set up a free Discovery call with Patti and she can discuss options to get all the help you need to get your CRM and Website optimized and running like a well-oiled machine without all the hassle of doing it yourself. The discovery call is free. The service she provides will be a paid option. If you also purchase campaigns, she will provide you a discount off her Personal Coaching package rates. If this sounds like something you would like to explore with Patti, schedule a no-obligation Discovery Call with Patti HERE.