Hey, do you know why the receiver does not get the email in the format you shared in Gmail and instead it shows: "Click up new comment" s there any configuration that I should do differently?
Can you add merge fields into a manually sent email? I'm trying to type emails from Clickup manually and would like to insert some task fields using merge fields. I can't find a way to do this. There are lots of options using the "/" character, but can't find any merge fields. I'm also trying to save templates with merge fields and can't find this option there either. Thank you
Sadly, they missed the mark here... there's no way to add merge fields to emails or templates 🤦🏽♀️ If you're not too deep into your ClickUp setup, check out SmartSuite! I moved my entire setup to SS last year, and it's been a dream!
You just did half of the work. Your product managers forget adding custom fields for e-mail templates or sending e-mails from the comment section of the tasks. Very unfortunate to forget such a simple feature and reduce the value of your e-mail integration.
I TOTALLY agree! ClickUp messed up there. Check out SmartSuite! You will NOT be disappointed. I migrated to it last year and it was the best business decision I made.
Hi Jessica, Can Dotloop be use to completely manage transactions as TC. Some Agents use it to only send offers, etc. But if I were to use it as TC to manage all files and without having to purchase a different software like TCdocs, Airtable and so many more out there. Will I be able to manage the files from start to finish?
Great question! They do have a task feature, but it isn't robust, doesn't house email templates, or give a great way to see an overview of your transactions. I posted a Trello (free version) tutorial a while back. I think this would be a better option. You can't store your email templates, but the other features available give you a much better transaction experience than Dotloop does. Here's the link! ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-1vSi0ImvhuE.html
Thank you for your response. Would you suggest if working with 4 Agents, work dotloop just to make offers, manage their docs, CDA, etc. But have a different software that can manage emails, templates, task specifically design for me to work the transaction from start to finish. Do you know of any fairly easy softwares to manage files for TC? @@TCOptimize
We all use different terms in different states....what falls under your category of Due Diligence? Is that working through the contingencies like inspection, financing, etc?
Gotcha! Just the home inspection! In Texas it's option period, Georgia is due diligence, Arizona does use due diligence but "inspection period" in conversation. Financing and appraisal are different deadlines (also depending on the state).
Hello! I appreciate your knowledge. Do you have this template for sale? I am very interested. Also, do you have a course on becoming a TC or things you should do / software to have to get set up. New to this and very interested in finding my footing in this space.
Hi I’m a new TC and I will be using clickup to manage my transactions. If you were using clickup for transaction management would you still use dot loop in this manner as well? Thank you
Hi, A'Shanti! To be completely honest, while I use ClickUp to run most of my business, Transaction Management isn't the best use for it. While it can definitely happen, there are limitations like emails with merge fields. You can only use custom fields as merge fields in automated emails. There are just tools that do TM A LOT better than ClickUp. I'm happy to jump on a call to discuss what tool may be best for your unique situation. Https://form.jotform.com/TCOptimize/20m As for Dotloop, since this is a tool for esigning, I'd still use it since agents do. Happy to chat about that, as well!
@@TCOptimize thanks for the reply. I just scheduled a call with you for next week. I hope I can figure out a way to use clickup for transaction management and solve the email issue with GSUITE. Chat soon!
I'm sorry if this is a stupid question but I'm just starting out and I was wondering if I have Dotloop access through my brokerage how do I access other agents software? Would I need their credentials or is there another alternative for TC's? Thank you so much for your your time and your videos!
Hi, Jessica! My pleasure! I'm happy you've found this useful! Dotloop has made it extremely inconvenient to share passwords (there's now a 2-step verification process). The best way is to have the agent add you as a contact to each of their loops. There's a checkbox that says, "Add to team." They'll want to make sure that's checked because once they add you this way, you'll receive an email invitation to their loop and can access their transaction from your account without having to log in and out. I hope this helps!
I don't have anything on a buyer presentation, but my best recommendation would be to join some real estate Facebook groups with a lot of members and search for "buyer presentation." So many have shared theirs and can get your juices flowing!
Hi, this was so helpful!! I am new to TCing and I love processes and systems. I can't wait to get started and this was a big concern of mine! So, thank you for sharing this, you definitely helped to ease some of my anxiety on keeping everything organized!
Awww, I'm to happy to hear that! Glad to have made your transition a little easier 🤗 feel free to reach out if there's anything else I can do to help 🤓
Hi, Vonetta! I'm flattered you'd want me as a mentor 🤗 I don't at the moment, but shoot me a quick email at setup@tcoptimize.com and I'll send you some resources 💜
Josie, You did an amazing job! I would not have known this is your first time. The information was clear and to the point. I am considering becoming a TC and what to know how to use systems for time and productivity. Thank you for sharing your experience.
Thanks for sharing this! I created a page for each agent showing current transactions and closed ones as well. I love how it allows them to pull CSV reports from them too.
Sharing views have become one of my favorite things. I recently hired a super parttime marketing person that I didn't want to train on my software. So I created a view with a list of tasks I needed them to work through. I embedded that view on a page. Now all they need to do is go to tcoptimize.com/THEIRNAME every time they work for an updated list of tasks. This is great for assistants you don't want to overwhelm with learning how to navigate Airtable right away. I've also put training material for my team there with links and buttons! Like a home page with links for access to anything they would ever need for their role. You can do so much with shared views 😍
Correct! Some TCs will not accept a new contract that isn't executed. Our role starts when youve gone under contract. Side note: Some TCs do offer contract writing! So, if that's a service you'd like the TC to provide, just make sure they offer that help when you interview them.
@@TCOptimize I am currently on trial and really need this working in email templates. What's a point of having an email template if I still need to remember and type in the information
Awww! So happy to hear that! If you liked this, you're going to love the tech series I'm getting ready to start! If you aren't already subscribed, join us! Also, you'll get alerts when I post if you hit the notification bell!
Yes! Your automation will look like this: WHEN Task Created AND if assignee is any of "you" THEN set custom field "email" to "YOUR EMAIL ADDRESS". When you send the email, put <assign me> in the subject line, and voila! You'll want to do this for each of your team members. But for the <> code, you'll want to put <assign TEAM MEMBER EMAIL ADDRESS>. I hope this helps!
hey thanks for the response. Ideal would be if it was possible to send a response to an external creator that isnt an clickup user. I guess there is no way to send an automated email to a non clickup user sender inside of clickup. every attempt i've tried, clickbot just sets my user email as creator email :(
@@bryanwirth6378 oohhh, gotcha! Yeah, there's not a way that I know to automate that 😬 the sender's email does appear in the description when a task is created via email (as you probably already know), but those 5-10 clicks do rack up 😕
What do you do for the field groups that do not always populate? For instance, if I have my listing checklist as number 3, but it is obviously not used for buyers so it will not be shown, will it just jump from 2 to 4 in the buyers section?
Great question! I would create a different table for listing management. That way, you have a world for your listings and another for your pending. In each of those tables, you'll customize which fields show. For example, you would show the "Listing appointment date" field in listings and "contract date" in pending. That's the best way to save room when working with a lot of fields in the table. Either create its own table or create a segment off of the main table. I hope that helped!
Aww, I thought you already saw this when you sent that group message! I also have a video on merge fields in automations. ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-1MGF7uFTd18.html
Formulas: Record ID: RECORD_ID() Jotform Link: "YOUR JOTFORM LINK" Prefill Field: CONCATENATE({Agent Intake Jotform},'?JOTFORM UNIQUE ID=',RECORD_ID)) Agent IF Formula: IF({Agent IF TL}=”YHT”,”mailto:”&ARRAYJOIN({TBJ TC EMAIL},:,”}&”?”&”&subject=Text to Agent-Complete Intake Form-”&{Contract Title}&”&body=#OD#OA#OD#OACongrats on the new contract! Could the Primary Agent please complete the intake form for “&{Address}&” by clicking this link: “&{Prefill Agent Intake JF}&” ? Thanks in advance! We’ll have intros out soon!) ”,””)
Oh my gosh, you're so right! I've added the main formulas in the description and comments! I've changed my process a bit so I don't have the Mailto formula, but I hope at least this part helps!
