BetterBot Prospect and Leasing Team Notifications

Explanation and examples of BetterBot handoff emails to prospects and leasing teams.

Based on Dashboard configurations, BetterBot will send notifications to the leasing teams when a prospect indicates that they would like to be contacted, make an appointment, request a brochure, or would like to be notified of unit availability. 

Visual Lead Card 

• Sent to leasing teams when a prospect wishes to be contacted via email, phone, or text (if enabled).
• If the prospect has searched for a home and indicated the floor plan, budget, and move-in date, this information will be pushed to the guest card / CRM.
• If the prospect has not conducted a search and immediately requests to be contacted, the bot will prompt the prospect for their desired bedroom size, budget, and move-in date.
• These emails can be suppressed if desired by the client.

Visual Lead Card - Availability Notification

• Sent to leasing teams when a prospect wishes to be contacted when a unit becomes available.
• These emails can be suppressed if desired by the client.

Visual Appointment Card

• Sent to leasing teams when a prospect schedules/requests an appointment for a tour.
• The email includes the type of appointment, contact information, date and time of the appointment request, and any search results indicating the prospect's desired floor plan, budget, and move-in date.
• The email includes a call-to-action (CTA) that allows the leasing team to confirm the appointment which will trigger a confirmation email to the prospect.
• If the leasing team needs to reschedule the appointment, the team can use the contact information to set up a more convenient appointment time.
• These emails can be suppressed if desired by the client.

Visual Appointment Email to Prospect 

• Email to prospect with details of appointment request stating that the leasing team will be in touch to confirm the appointment.
• The email includes a call-to-action (CTA) that allows the prospect to cancel the appointment which will trigger a cancellation email to the leasing team.
• These emails can be suppressed if desired by the client.

Visual Cancellation Email

• Sent to leasing teams when a prospect cancels an appointment request.

Visual Email Confirming Appointment

• Email to prospect confirming the appointment (triggered by the CTA on the Visual Appointment Card to the leasing team.
• This email has configurable text instructing the prospect on needed information and/or protocols in place once arriving at the property.

Visual Brochure Email

• Email sent to the prospect requesting a brochure to be emailed to them.
• This option will show only if a PDF brochure is uploaded to the BetterBot dashboard.