How to send Market Update Videos to clients via BoldTrail CRM

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1. Access the Email Template

  • Log in to your BoldTrail account.
  • In the top right corner, click on Emails.
  • In the Search Template field, type "market update".
  • Select the template titled "Market Update Video - Acquire Homes".

 


 

2. Customize the Email Subject and Title

  • In the Subject line, update the date. For example, change "(Date) MLS Housing Report" to "July 2025 MLS Housing Report for El Paso County, CO".
  • You can add "Video" to the subject line to provide context for the recipient. For instance, you could update the subject line to say "[Video] July 2025 Housing Report for El Paso County, CO".
  • Click the title "August Housing Report" within the email body and change it to the current month, like "July Housing Report".

 


 

3. Update the Video Content

  • Click on the video player in the email body.
  • A new pane will appear on the right with video properties.
  • Go to the Acquire Homes YouTube channel and navigate to the Market Updates playlist.
  • Locate the most recent market update video.
  • Copy the link of the new video from the YouTube URL bar. - Return to BoldTrail and paste the new YouTube link into the URL field in the video properties pane. This will automatically update the video in the email.
  • You may also need to update the month on the video's preview image within the email body to match the new video.

 


 

4. Edit the Body Text (Optional)

  • If you'd like to add a personal message, you can edit the text below the video.
  • Erase the existing placeholder text and write your own message to your clients, summarizing the video or providing a personal insight.

 


 

5. Verify and Send

  • Ensure all information, especially the month and the video link, is correct.
  • Your personal information (name, contact details, and signature) is automatically pulled from your BoldTrail account.
  • Once you are satisfied with the email, click Send.
  • You can view the sent email in your Sent Emails section.

 


 

Important Notes

  • These videos are typically available on the 15th to 20th of each month after Pikes Peak MLS releases the latest statistics.
  • This is a great way to stay in touch with your clients and provide valuable, timely information about the housing market.
Table of Contents

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