Touting Letters Guide

Touting Letters Guide

In this guide, I will show you how to use the Touting feature in Rezi.


A video guide can be found here

Firstly, you must ensure you have the Touting document uploaded to Rezi Post. You can find the document attached to this guide.

 

You will need to open up this document in Word and open Rezi post-plug-in. All the merge fields are already in the document but feel free to add in any content you’d like. I've included an image of the property I sold in the letter.

 

Once you’ve got the document in a format that you’re happy with press the save button on the Rezi post plug-in.

 

Click ‘Create a Rezi Pack’ at the bottom of the option.


 




















You must have the following settings for the pack to save with the right settings:

 

·      Pack Type – Touting Pack

·      Document Type – Miscellaneous

·      Template Type – PDF

·      Pack Name – Anything you’d like to call it ‘Sold in your street’ etc.

·      Description – Anything you’d like

·      Recipient Type – You must select the ‘No Target’ (For Lists) option

·      User Brand Header and Footer – That’s entirely up to you

 

Once you have saved this into Rezi Post the Pack is now ready to use in Rezi.

 

Using the Touting Pack in Rezi.

 

The purpose of this feature is to produce a printable letter that can be generated for every address in a postcode. So you would have sold a property on a particular street and will then want to tell the neighbours about the news to see if they would like a valuation.

 

Firstly navigate to a completed or recently sold property in Rezi. There will be an action menu on the right of the screen.




 

Generate pack is one of the options. Click this and under pack type scroll down to ‘Touting Pack’ and select the pack that you created.


 















Generate the pack and several documents should then appear in your print bag. To combine these letters all in one doc to print in one go, simply click the print all button. Please make sure that your print bag is clear before printing all otherwise you’ll have other letters being printed.

 




A popup should appear asking you to download the PDF. Click this and all of the addresses in that postcode should have a single letter ready to be printed and mailed out to the address.

 

Simply post the letters to each property in the mail.


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