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Nurture · WhatsApp · Marketing

Home purchase anniversary

On the first anniversary of registration or possession.

10:24
Hi Sameer, it’s been a year since you moved into your flat at Orchid Heights — happy home anniversary from Skyline Realty! If you ever want to know what your home is worth today or need a tenant, I’m one message away. Reply STOP to opt out.10:02

Template

Hi {{name}}, it’s been a year since you moved into {{property}} — happy home anniversary from {{company}}! If you ever want to know what your home is worth today or need a tenant, I’m one message away. Reply STOP to opt out.

Variables

{{name}}
Sameer
{{property}}
your flat at Orchid Heights
{{company}}
Skyline Realty

Meta’s editor numbers variables — {{1}}, {{2}} — in the order they appear.

Variations

For an owner who rented the flat out through you

Hi {{name}}, it’s a year since you bought {{property}} — happy home anniversary from {{company}}! The tenancy is running smoothly; if you’d like a view on today’s rent or resale value, just ask. Reply STOP to opt out.

Questions

Why is an anniversary message a marketing template?

It isn’t about a live transaction — it is a reason to stay in touch and offers a valuation or tenant search. That is promotion in Meta’s categories, so send it only to clients who agreed to hear from you.

Which date should the anniversary use?

The possession or registration date, whichever the client remembers as “moving in”. Store it on the deal when it closes so the message goes out on the right day without anyone keeping a calendar.

Tips

  • Investors who bought to rent out are your best rental mandates; this message reminds them you exist.
  • Offering a valuation makes it Marketing; a plain greeting with no offer still goes through as Marketing on WhatsApp.
  • In PropZolo, a date-based automation on the deal’s registration date can send it every year.

Marketing templates need the customer’s opt-in.

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