how can I cfreate an automatic home search for clients and have the system send them the properties that match their criteria(Auto emails send directly to them)
This is a documented feature in Matrix (suggest using concierge mode):Prospect AutonotificationIn Matrix, prospects are referred to as "Contacts" and Autonotification is referred to as "Auto-Email." To set-up Auto-Email, first you need to have one or more Contacts set up.Set Up ContactsClick the "My Matrix" tab, then click the link "Contacts."Click the "Add Contact" button.Fill in all the information you want for the contact. The only required fields are First Name and Last Name. However, you must fill in an email address if you want to set-up this contact for auto-email. When you are finished, click the "Add" button. Now you are ready to set-up a Search.Save a Search and Enable Auto-Email:Run a search in Matrix and click the "Save" button at the bottom of the page (right above the blue bar). Click the "New Auto Email" button.Click the Primary Email Contact drop down box to select the Contact you want to assign to this search. (If the contact is not in drop down, click Create New Contact and fill out the form, making sure to click "Save" once done)Fill in the Subject for the new Auto Email.If you want, you can choose BCC: field and click the select box to send yourself a separate copy.In the settings section, you can choose to send the auto email in concierge mode (meaning you will receive the listing and will have to approve them before being sent), or save it as a favorite search on your Home tab.If you did not select Concierge Mode, you will be prompted to choose a schedule for sending the auto emails (ASAP, Daily, or Monthly) by clicking the appropriate radial button.Click the "Save" button. Matrix will immediately email the search results to your Contact. As new listings meet your search criteria, they will be automatically emailed to your Contact.
Go to Har and find the property you want to send, then go down to the bottom and in the white it say save click save then it will give you the option to email daily listings. Let me know if you need more. call me
Isabel! HAR's youtube channel has a lot of useful help! Assuming you already know how to access matrix and utilize this search tool, the link below will walk you through what to do with the results you come up with for your client and how to set their client portal/auto email up! Feel free to reach out to me anytime, I can walk you through this stuff too! codysellsproperty@gmail.com 346-412-6603