Understanding Invelo's Marketing Terms

Navigating real estate investing can be complex, and understanding the terminology used by platforms like Invelo is essential for success. This guide is designed to simplify Invelo’s marketing vocabulary, providing clear, concise definitions to help you confidently manage your campaigns and maximize your results.

A–C

Automatic Funding
Allows Invelo to automatically charge your saved payment method if your wallet balance is insufficient to fund an active marketing batch or sequence.

Available Records
Property records eligible for marketing because they are not currently in a campaign or within a marketing delay.

Batch
A group of records added to a marketing campaign or workflow, subject to minimum and maximum thresholds.

Batch Delay
The time interval between batches entering a campaign. This helps regulate the flow of records and prevents overwhelming delivery or outreach.

Campaign Automations
Tools that allow users to automate mailer delivery in either single-use or continuous campaigns.

Campaign Details
A summary section during the Confirmation stage where you review all the campaign settings before launching.

Confirmation
The stage after "Sequences" where users can finalize and submit their campaign for launch.

Continuous Campaign
A dynamic campaign that automatically includes new records meeting the audience criteria. Records can re-enter the campaign if allowed. It continues running until manually stopped.

Custom Sequence
Used to track external marketing efforts conducted outside the Invelo platform.

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D–K

Delay Days
The number of days a record is held out of all campaigns, defined by the user.

Design
The section where users customize the visual appearance of their marketing piece or sequence.

Direct Mail
A marketing product in Invelo that includes postcards and letters sent physically to prospects or leads.

Drafts
A section where incomplete or unpublished campaigns are saved for future editing or submission.

Email Sequence
A predefined series of emails sent over time to a selected audience with the goal of nurturing leads and driving conversions.

Estimated Cost
An estimate generated by the system based on your chosen marketing products and your subscription plan.

Goals
A configurable automation rule within an Invelo marketing campaign that defines specific criteria which, when met by a record, automatically unenrolls that record from the campaign and marks the exit reason as “Goal is reached.”

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L–P

Lead Marketing
Marketing campaigns targeted exclusively at contacts in the Lead stage.

Marketing Audience
A filtered group of prospects or leads you want to market to, based on user-defined criteria.

Marketing Profile
The section where users input personal or business details to appear on marketing materials.

Personal Letters
Highly personalized direct mail pieces designed to build a genuine connection, often handwritten or styled as such.

Postcards
Compact and attention-grabbing mailers ideal for quick messaging in real estate marketing.

Presets
Predefined templates or campaign structures to speed up campaign creation.

Professional Letters
Formal yet personalized marketing letters aimed at establishing credibility and building relationships.

Proof
A preview of your marketing piece showing what the final output will look like.

Proof Approval
The step where users review and confirm the design before final submission.

Proof Preview
A detailed look at the marketing material for final proofreading before approval.

Prospect Marketing
Marketing campaigns targeting properties in the Prospect stage (Stage 1).

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Q–S

Real Penned Letters
Physically handwritten letters—offering a personal, authentic touch—to stand out from digital or printed mail.

Remove Duplicate Property Owners
Feature that prevents the same owner from receiving multiple mailings for multiple properties, reducing redundancy and saturation.

Ringless Voicemail (RVM)
A type of sequence that delivers a voicemail message to a recipient’s inbox without ringing their phone.

Send Date
The scheduled date your marketing piece will be sent out.

Sequence
A series of marketing actions (Direct Mail, Email, RVM, or Custom) within a campaign.

Sequence Name
The internal label for a sequence, customizable by the user.

Single-Use Campaign
A campaign that automatically ends once all sequences have been completed.

SMS Sequence
A predefined series of SMS sent over time to a selected audience with the goal of nurturing leads and driving conversions.

Street View Postcards
Postcards that include a Google Street View image of the recipient’s property, adding a personalized visual touch.

Submit Campaign
The final step to activate your campaign and begin execution.

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T–Z

Templates
Pre-built designs and copy for marketing materials that can be customized by the user.

Total Marketing Audience
The total number of records included in your campaign.

Total Estimated Cost
The complete projected cost of your campaign based on selected marketing products and your subscription plan.

Total In-App Estimated Cost
The cost estimate for marketing materials purchased and delivered through Invelo.

Touchpoint
Any interaction a lead or prospect has with your marketing—calls, emails, mail, voicemails, SMS, or in-person contact.

Type (Marketing Type)
Refers to the category of your marketing campaign. Invelo supports two main types:

• Prospect Marketing: For records in the Prospect stage.

• Lead Marketing: For records in the Lead stage.

Unavailable Records
Records currently ineligible for marketing due to duplication, active campaign participation, or existing marketing delays.

Wallet
Your payment hub in Invelo where you can add funds and manage payment methods for marketing expenses.

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