Video Tips & Tricks

Short clips showing tips, tricks and shortcuts to get the most out of Big Purple Dot
Big Purple Dot Open House
The Open House Feature for the iPad is a sophisticated and easy way to charm visitors to your open house. This video goes over application highlights such as setting up your first open house, sending personalized thank you e-mails to guests, and creating reports for your team members and clients. Download the Open House Feature for free now! Add / Customize Open House (0:40) Begin Your Open House (2:23) Send Thank You Email (3:26) Send Report to Team Member (4:05)
Call Dialer Tutorial
This tutorial walks you through the brand new Call Dialer function in Big Purple Dot's CRM. Scheduled calls can be made in direct succession with this efficient, easy to use feature.
Why Lenders Use Big Purple Dot
In this video you will learn how Big Purple Dot will increase relationships and business
Status Tags
Mark from Big Purple Dot goes over creating new contacts manually, attaching and using status tags, and filtering your contact list in several different ways using status tags.
Task Reminder Status Triggers
This tutorial describes Task Reminder Status Triggers in the Big Purple Dot platform. This feature allows the user to automatically be reminded of a task when a status tag is added to a contact.
How to Email Blast your Contacts

New Lead Process Using Big Purple Dot (Zach Zender)

Big Purple Dot's Tips and Tricks
Top producing Florida Real Estate Agent Zach Zender explaining how he uses Big Purple Dot.
How to Manually Create a New Contact

How to Update a Contact Shortcut

Create A New Contact Team Member & Lender With BPD's Real Estate CRM

How to Setup a 'Call Tracking Number' Capture all calls and texts

How To Add A Tab Or Bucket To A Contact With BPD's Real Estate CRM

How to use Search Filters

How to send an Instant Quick Note to your team Members

How To Setup Big Purple Dot's Auto-Responder To Engage With New Leads

Assign A Lead To A Team Member With BPD's Real Estate CRM

Email Auto Response Tutorial
This video details how to use Big Purple Dot's auto response email feature. This feature allows you to automatically send a customized email message to a contact with an email template attached after you attach a status tag to that contact.
Outside Partners
This video describes how to set up an outside partner and send email notifications to them.
The Power of Team Collaboration
Ricky Miles who is a superstar Branch Manager and True Fan explains the benefits of using Big Purple Dot. Lead Management - CRM - Call Dialer - Drip email and text follow-up. The all in one solution. Funnel all your leads collaborate with your team and close more deals. Ask how we can integrate with your LOS.
How to Add a Hyperlink to an Image
Adding links to images within your emails will help you keep your emails short and to the point. Your hyperlinks can redirect contacts to a website with additional information, an application or a video that can elaborate on what you reference in an email template.
How to Add/Edit/Delete a Status Tag
Status tags are the heart of a Big Purple Dot account. The great thing about our status tags is they're fully customizable! We recommend using our status tags to help you organize your entire sales workflow which includes automating everything from task reminders for all team members, auto-response SMS and email messages to speed up your initial follow-up to new leads, and drip campaigns to help with ongoing follow-up. Watch this video to find out how easy it is to add new status tags and to edit or delete your current status tags.
How to Add an Email Template
With Big Purple Dot, you're able to create and store templates using both plain text and HTML coding. Additionally, you can create templates with images, attachments and hyperlinks. By storing your email templates in your Big Purple Dot account you'll increase how quickly you're able to follow-up with one or more contacts in your database. Also, to help you track how your email templates are performing, we have a reports section dedicated to showing you who is opening your emails and which links they're clicking on.
How to Add an Autoresponse Email
Automating a single email to be sent to one or more contacts when you or a team member applies a specific milestone status tag will ensure the right update or document is sent to contacts in your database right away, every time.
How to Add a Video to an Email Template
You can share videos through email marketing in Big Purple Dot. Videos can easily be shared by adding screenshot images of your video to an email template and simply hyperlinking that screenshot to the website where the video is hosted. Video marketing is an effective way to engage your contacts. To make sure you know how effective your video marketing is working for your business, we make it easy to track who views your videos and when they've viewed them.
How to Add an Image in an Email Template
You have a lot of options when it comes to customizing an email template in your Big Purple Dot account. One option is adding one or more images to a plain text email. Start adding creative images and GIF's to your email templates today! Doing this can help increase engagement, click through rates and ultimately, lead conversion.
How to Add an Attachment to an Email Template
You have a lot of options when it comes to customizing an email template in Big Purple Dot. One option is adding attachments. You can attach everything from a checklist to a form-fillable application. Keep in mind that when you send attachments through Big Purple Dot, the attachment is as a hyperlink to a separate webpage. If the attachment is a form-fillable document (i.e. an application), it will still function as a form-fillable document through the hyperlink. Since your attachments are links, you will be able to see who is clicking on your attachments and when they viewed them.
How to Send an Email Blast
Sending out an email blast is an effective way to immediately touch your entire contact database with a customized message. An effective email blast would include announcing a new loan program, a new listing, an upcoming open house or a change to a new organization. When done a monthly basis, email blasts can yield an increase in lead conversion.
How to Text
SMS or text marketing is the most effective way to generate an immediate response from contacts in your database. According to most studies, nearly all text messages are read within the first 2 minutes of being received. In addition to telemarketing and email marketing, incorporate the usage of SMS communication to increase the number of appointments being set and to direct contacts to websites and videos with additional information about your services.
How to Read the Traffic Emails by Month in Reports
When it comes to email marketing, it's important to know if your messages are grabbing the attention of your contacts. With our email reporting, you can track everything from email volume, open rates and click rates. Checking your email reports often will help you to refine your email marketing strategy with subject lines that capture the imagination of your contacts and content that leads to an increase in sales.
How to Transfer a Live Call
With our new phone transfer feature you can perform live phone transfers from your Big Purple Dot account. This new feature will increase your speed-to-contact between team members and partners who are also on Big Purple Dot. Now you can connect the lead with the correct party seamlessly as you reach out to them from your contact database. Additionally, you can conduct conference calls with a team member or partner and the lead to increase transparency amongst all parties involved in the transaction.
How to Create an Event/Task
Never forget to follow-up with a contact in your database using the task and event reminder feature. It not only builds a robust daily to do list based on previously created tasks and events, but it will send you reminders leading up when those tasks and events are due. Additionally, the system will even build an overdue list for those tasks you weren't able to get to when they were due, ensuring no lead falls through the cracks.
How to Connect Zillow Reviews
You can share your most recent Zillow Reviews on every email you send using Big Purple Dot by connecting your Zillow profile to your Big Purple Dot profile. Enhance the stature of brand and your name by connecting your Zillow reviews to your email marketing efforts through Big Purple Dot.
How to Reset Your Password (from the login page)
If you have trouble remembering your password, don’t worry. You can easily reset your password from the login page located on As long as you remember the email address associated with your account, you can have password reset instructions sent to your account within seconds. Make sure your password is something that’s simple enough for you to remember, but complicated enough to prevent unauthorized access to your contact database.
How to Reset Your Password (from your profile page)
You can easily reset your password from the profile page under the Settings menu. Make sure your password is something that's simple enough for you to remember, but complicated enough to prevent unauthorized access to your contact database.
How to Connect Your MailChimp Account
In addition to Big Purple Dot's built-in SMS and Email drip marketing features, we offer a drip marketing soltution through our integration. If you already have or would like to integrate a Mailchimp account, you can do so from the Status Triggers section of your account. Once the connection is established between both platforms, you can easily add or remove contacts in your Big Purple Dot database to drip campaigns you've built out in Mailchimp by simply adding or removing status tags within Big Purple Dot. Using this available integration will save you time if you'd like to utilize pre-existing marketing material in Mailchimp without having to recreate it within your Big Purple Dot.
How to Create Task Reminder Tag Triggers
Creating task reminder tag triggers is a great way to automate follow-up best practices and/or your own tried-and-true standard follow-up workflow. By automating the creation of one or more task reminders, you really put your Big Purple Dot system to work for you. As you create task reminder tag triggers, the system will automatically add reminders to a contact within your database and send you text, email and push notifications when those tasks are due. Save time and eliminate missed opportunities by creating task reminder tag triggers in your account today!
How to Connect Dotloop
As a real estate agent, you can streamline the entire sales process by connecting your Big Purple Dot account with your Dotloop account. When you turn on the connection between these two platforms, you're combining the power of automated lead capture, follow-up and conversion with a paperless transaction management system that keeps everyone in the loop as the transactions speeds its way to close.
How To Set Up Notifications
Setting up the right type of notifications can dramatically impact whether or not you complete your scheduled tasks and remain on top of your scheduled events. Use the notifications to make adjustments to how you receive your new lead notifications, calendar notifications and contact notifications to ensure when you are notified you'll take immediate action. Your notifications can be sent to you as an email, a text or a push notification from our mobile app. Either way you choose to receive Big Purple Dot notifications, always choose the notification type that best fits your follow-up style.
How to Set Default Filters
Use our default filters feature to set a priority view of your contact database to ensure you're seeing your database in a way that helps you achieve your follow-up and lead conversion goals. You can use the default filter feature to prioritize seeing your newest leads, your most recently modified leads or a group of leads under a specific status tag at the top of your contacts page. Choose the filters you want applied to your database throughout the day so no opportunity for a deal falls through the cracks.
Create Tag Triggers to Schedule Calls
Quickly build call lists for yourself or other team members using our tag trigger feature for scheduling calls based on specified status tags. Our dialer mode feature can help you create a dialer campaign where a select group of filtered leads can be added to a section separate from your contacts page for the purpose of calling them one at a time. As you leave a message or communicate with a lead, you'll have the option to transfer the call to another Big Purple Dot user, add notes, updates status tags or set task and event reminders before transitioning into the next contact on your list. Our dialer mode, when utilized with our tag trigger feature for scheduling calls, will help you get through more calls in a shorter period of time. For those leads who do not answer, we recommend setting up templated SMS messages to generate a response instead of leaving a voicemail since SMS has a higher response rate than voice messages.