Introduction

This guide provides a step-by-step walkthrough on how to effectively use the Canvassing feature in Loop's prospecting software to distribute marketing materials such as leaflets and postcards.

Accessing the Canvassing Feature

• Navigate to the left-hand side menu and click on Prospecting.
• Select Canvassing, located at the bottom of the prospecting options.

Canvassing Overview

The Canvassing feature allows you to:

• Send marketing materials like "Just Sold" or "New Listing" leaflets to targeted areas.
• Choose from pre-designed templates for various marketing campaigns.
• Customize leaflets and send them directly to print and post.

Step-by-Step Guide

Step 1: Choose a Location to Canvass

• On the Canvassing page, enter the postcode of the area you'd like to target.
• Alternatively, access the canvassing tool directly from a sold property by clicking the Canvassing button at the top of the property page.

Step 2: Refine Your Target Audience

• Set filters to narrow down the recipient list:
  • Radius: Define how far from the sold property you want to canvass.
  • Sold Date: Filter by how recently properties were sold (e.g., within the last two years).
• Click Search to generate a list of addresses.
• If the list is too large, deselect all and manually select specific properties or further adjust filters.

Note: Ensure you have enough credits to use this feature. Contact support at [email protected] to purchase more credits if needed.

Step 3: Select a Template

• Click Next to choose a template:
  • New Instruction
  • Just Sold in Your Road
• Browse the available templates and select the one that best fits your campaign.

Step 4: Customize Your Leaflet

• Edit the front and backof the leaflet:
  • Swap out property images (if linked from a sold property, images will be auto-filled).
  • Edit customizable text fields with personalized messages.
• Some design elements are fixed due to printing requirements, but key sections remain editable.

Step 5: Review and Confirm

• Scroll to the bottom of the customization page and click Next.
• Review your leaflet design for accuracy.
• Click Confirm to send your design to print.

Step 6: Printing and Delivery

• Once confirmed, the leaflet is sent to Loop's partnered printers.
• Leaflets are sent via second-class post.
• Printing and delivery typically take a few days.

Additional Support

If you need assistance or have any questions about the Canvassing feature, contact the Loop Support Team at [email protected].