> For the complete documentation index, see [llms.txt](https://docs.talkfurther.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.talkfurther.com/products/web-data/marketing-automation.md). # Marketing Automation Senior living operators face the challenge of nurturing leads across long decision cycles. Sales teams often spend too much time on repetitive outreach, while prospects may fall through the cracks if follow-up isn’t consistent. This results in missed move-ins and higher marketing costs. Further’s Marketing Automation platform solves this by ensuring every lead receives timely, personalized touchpoints—without overburdening sales teams. By automating workflows, communities can increase conversion rates, maintain brand consistency, and give sales teams more time to focus on high-value interactions. ![Dynamic Flows Chat Editor](/files/IFjQcX5Qwb6j42cZNzSy) *** ## What It Does & How It Works Further’s platform automates marketing journeys designed for the senior living sales process. * **Campaign Builder**: Users create campaigns and design flows of email and SMS communications. * **CRM-Triggered Journeys**: Workflows start based on events happening in your CRM (e.g., a new inquiry, a scheduled tour, a lead marked as moved in, a closed lead, etc.). * **Multi-Step Engagement**: Add multiple touchpoints with delays, reminders, and CRM driven campaign movement * **Content Hub**: Use Further's rich data on your community to personalize outreach, with minimal work **Key Outcome:** Marketing teams can deliver personalized communication at scale while ensuring no lead is left behind. ![Marketing Automation](/files/4XfhQFo805kXyxWIGDs3) *** ## Integrations & Configuration Further integrates directly with leading industry CRMs through **two-way sync**. This ensures campaigns always use the most up-to-date information, and that campaign activity flows back into your CRM. **Supported CRMs:** * **Yardi** * **Salesforce** * **Aline (including Sherpa and Enquire)** * **WelcomeHome** * **Other senior living CRM platforms** (please contact us for the most up-to-date list). **Two-Way Data Sync Includes:** * Lead creation and updates * Tour scheduling and completions * Move-ins and move-outs * Lead status changes (e.g., marked as lost or closed) * Campaign engagement (e.g., email opens, SMS replies) * And more... **Configuration Options:** * Define campaign triggers based on CRM events (tour booked, lead moved in, etc.). * Build email and SMS using "Merge Tags" from our Content Hub (eg. lead name, community, care level, brouchure links, etc.). * Adjust timing between steps to match your sales cycle (e.g., 2-day delay, 1-week re-engagement). * Monitor campaign performance using analytics to increase engagement and reply rates. ![Entry Criteria](/files/6CDrUBv5locnIYZEKOCG) ![Exit Criteria](/files/LJPFi7kIKWzmnKGwGqg4) *** ## How to Set It Up 1. **Prerequisites** * CRM integration connected and synced * User role with Marketing Automation permissions * Email and SMS templates ready to use 2. **Update Content Hub** * Use excel via the download upload button, or manually add in any "Merge Tags" you would like to share across campaign messages you send. There is already a lot of content in your content hub thanks to your existing Further products, so you can get started without adding much information. ![Content Hub](/files/V0v5VHw8I3B6qNjNw2eD) ![Existing Tags](/files/BKJkZ7Hj0aVrpqZIlHXd) 3. **Enable Marketing Automation** * Navigate to the **Marketing Automation** tab in Further. * Select **Create New Campaign**. 4. **Build a Campaign Flow** * Choose a **starting trigger** from your CRM (e.g., "Tour scheduled"). * Add **messages** including email and sms. * Set **delays** between steps for natural pacing. * Create initial outreach campaigns under Sales Campaigns, and Follow up Campaigns under Reengagement ![Email Editor](/files/VDwUFsrZGe6JadTXeh76) 5. **Activate & Test** * Preview the campaign using a test lead. * Confirm CRM events correctly trigger the flow. * Launch live campaigns and monitor performance in your reporting dashboard.\ ![Analytics](/files/h2r9EK0c9ywKzm9YN5VQ) *** ## Troubleshooting Tips * **Symptom:** Campaign not starting after a tour is booked\ **Fix:** Confirm your CRM integration is mapped correctly and tour events are synced. * **Symptom:** SMS not delivering\ **Fix:** Verify lead phone number formatting and SMS opt-in status. * **Symptom:** Sales team not receiving alerts\ **Fix:** Double-check notification settings in the campaign builder. *** ## Frequently Asked Questions * **Does Further work with my CRM?**\ Yes, Further supports Yardi, Salesforce, Aline (Sherpa & Enquire), WelcomeHome, and other senior living CRMs. Contact us if you don’t see yours listed. * **Is the integration one-way or two-way?**\ Two-way. This means campaign activity flows back into your CRM and CRM events can automatically trigger campaigns. * **Can I edit campaigns after launch?**\ Yes, you can update messaging, timing, or triggers at any time. * **What CRM events can trigger campaigns?**\ Examples include a new inquiry, a tour scheduled or completed, a move-in, or a lead marked as closed. *** ## Conclusion Further’s Marketing Automation platform deeply integrates with your CRM to deliver automated, personalized email and SMS campaigns triggered by real sales events. By keeping leads engaged and sales teams aligned, it ensures every opportunity is nurtured—from first inquiry through move-in. --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. 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