Is there a way to automatically email new listings to clients when they are listed?
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#1 Awarded – Best AnswerAbout 5 years ago
I set up all my new clients on their own Portal through Matrix. If you haven't already set them up as a new contact, you can start a new search criteria and then create new contact when you have selected to send them an email. Scroll down to the bottom of the email set up and you can choose options on the timing of the Alerts. If you choose concierge, you will receive the alerts or new listings first. This way you can preview before sending them on to your client. Deselecting concierge will allow automatic Alerts to your client's email.
source:
Matrix class
Matrix class
Like (7)
DislikeAbout 5 years ago
You have to create a contact then set that contact up to receive an auto email. You can set it to concierge mode or asap or set up on a specific schedule. There are matrix videos on this - just look for the matrix tutorials on autoemails. I have a number of clients set up on their own portal to receive properties and it has nice features where they can mark properties as favorites, possibilities or discard them.
About 5 years ago
Yes there is... I had to hunt for it to find it....it is under MY MATRIX at the top left of the Search screen
Disclaimer: Answers provided are just opinions and should not be accepted as advice.
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