How to Setup and Use TRM (Time Release Messaging)

Time Release Messaging is a way to send time managed marketing and follow-up emails to your customers and real estate agents. To manage and customize your TRM messages follow the steps below:

Getting Started with TRM

TRM can be found by clicking My Reports > TRM on the HomeGauge Dashboard.

1. Manage your Templates - Click this button to add or edit TRM templates
2. Search Your Events - Search all events by address, person or TRM template
3. Scheduled Events - This area will list all future events that are currently scheduled to go out

Adding Templates

Click the Manage Your Templates button to add or edit a TRM template.

1. My TRM Templates - This section shows your created templates. These are templates that are ready to be scheduled.
2. Start with a blank template - Click this to create a template from scratch.
3. Premade templates - Click one of these premade templates to use or customize.

Editing Templates

To edit a template, click either the Edit link next to currently added templates or the title of a pre-made template.

1. Template label - This is the title of the TRM. This is only viewable by you.
2. Send this message - Set exactly when you want the TRM to go out. You can select a number of days, weeks or months the message will go out.
3. Subject - This is the subject of the email that will get sent and will be viewable by the customer.
4. Email Text - This is a full featured text editor where you can edit the body of the message. The TRM can handle replacement fields (shown here by ${RECIP_FNAME}) that will bring in content dynamically. Scroll down below the email text box to see a full list of replacement fields.

Scheduling a TRM

TRMs can be scheduled right from the All Reports section of your Dashboard.

1. Locate an uploaded report and click Manage TRM inside the report folder.
   
2. Choose a TRM message to send and click Schedule. This box will inform you which customer will receive the message and when it will get sent out.
   
3. You will now see that the email has been scheduled and when it will be sent to your customer.
   
4. If you wanted to stop a TRM from being sent out, simply click Delete Event before the scheduled date and an email will not be sent out.