Auto Emails keep you and your clients informed of new or updated listings that fit client preferences – saving you the effort it would take to search and email daily. Use the steps below to set up custom Auto Emails.
To create an Auto Email, first generate a search by clicking on the Search Tab on your Matrix home page.
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Select criteria that fits your clients’ needs and click Results.
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From the Results page, click on Save.
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Ensure you don’t select specific listings from the results page; if you do, your client will only receive updates for those listings.
Under Save, select New Auto Email.
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Complete these steps on the Auto Email screen. Steps in bold are required, optional steps are not bolded.
- Select an ‘Existing Contact,’ or click on ‘Create a New Contact’
- Add CC recipients
- Check the box to receive copies of this and future Auto Emails via BCC
- Type in a Subject Line
- Edit the Salutation
- Modify the Welcome Email message. You can use the ‘gear’ icon to make this your default message.
- Modify the Recurring Email message. You can use the ‘gear’ icon to make this your default message.
- Edit your Signature, if needed
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You can select additional features under Settings.
Choose how often you want the Auto Email to update and send new results:
- ASAP: Emails are sent as soon as possible
- Daily: Emails are sent on the days you choose
- Monthly: Emails are sent on the first of the month at midnight
When you have finished, click Save.
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