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Email Marketing - Separate Contacts for each Property

Janet G
Jun 29, 2024 11:24 PM
Joined Aug, 2023 1 post

Can anyone tell me how to separate the contacts for each specific or separate property. I have 3 properties in OwnerRez and the contacts are bundled together.

Do I use a Tag to categorize the property to keep them separated? I'm starting some email marketing and I really do not know how to separate the contacts for where they stayed in each property. Appreciate the guidance.

Bri
Jul 2, 2024 11:19 AM
OR Team Member Joined Mar, 2022 62 posts

Hey Janet,

Sounds like an export of the Bookings List View may accomplish what you're after here.

To do this, go to the Bookings tab in the OwnerRez menu bar, then select List on the far right (assuming you're not already in List view):

Once you're on the list view, use the Filter option to tell the system what date ranges to encompass, or whatever other preferred filters you'd like to sort by:

Next, use the Export button to export that file. You can either download to excel using the Export button alone, or us the dropdown arrow to choose your file preference:

If you have more questions, please don't hesitate to write to us directly at help@ownerrez.com!