Setting Up Automated Mail Campaigns

Send letters and automated follow-ups to generate off-market leads — all from within Property Engine.

1. Create Your Campaign

Go to Marketing → Create New Campaign. This opens the sequence editor where you'll build your letter sequence.

Screenshot of the Mail Campaigns dashboard in the Marketing section of the PropertyEngine portal. The Dashboard shows 3 graphs: Amount of Letters Sent, QR Codes Scanned and Ended Early. Below the graphs are different set up Mail Campaigns and underneath that are recently uploaded documents.

2. Design Your First Letter

Click Edit Template to choose a built-in template, an existing template, or a letter from a previous campaign. Customise it with your own logo, contact details, and messaging.

To add a trackable QR code, go to Elements → QR Code and drag it onto the page. Enter your landing page URL and tick Track when QR code is scanned. Each letter gets a unique QR code per homeowner, so you'll know exactly who has engaged - even if they haven't filled out a form yet.

3. Add Follow-Up Letters

Click the Wait block below your first letter and set a delay (e.g. 14 days). Then duplicate your letter, drag it below the wait block, and edit the messaging. Add as many follow-up steps as you like.

Tip: In the trigger settings at the top, you can choose to end the sequence early if the QR code is scanned - useful for moving engaged recipients into a higher-intent campaign.

When you're ready, click Publish.

Screenshot of the flow chart on an automated mail campaign, starting with a Property Added to Campaign, then a Send Letter step, waiting for a specified amount of time and then sending another letter. End of Campaign.

4. Add Properties to the Campaign

Run a search (e.g. use the Back on Market & Reduced filter to find motivated sellers), select your properties, then go to Actions → Add to Campaign. Letters will send automatically on your defined schedule.

5. Review and Send

Go to Marketing → Drafts to review generated letters before they're sent and deducted from your balance. You'll also get an email when new drafts are ready. Send individually or bulk send.

6. Monitor and Adjust

The sequence editor shows how many recipients are at each stage. The Marketing Dashboard tracks letters sent and QR code scans across all campaigns.

You can edit upcoming letters at any time - nothing is locked until it's actually sent.