Matrix: Automated Email FAQ

Go to My Matrix and then click on Contacts. Click on the contact name and then click on Edit Contact. Change your clients email address, then click Save.

Where do I go to revise the criteria for the auto email I setup for my client or for myself?
From within the Matrix system, click on My Matrix and then click on Auto Emails. Find the auto email you would like to modify and click on its subject name. A sub-menu for this auto email will appear, click on Criteria and make the changes to the criteria, then click Save.

How do I view the listings I sent out of Matrix?
Go to My Matrix and then click on Sent Email. This will allow you to see any emails that were sent directly from Matrix (not auto-emails).

Can I view the emails that were sent through the Auto Email section?
Yes, go to My Matrix and then click on Auto Emails. Choose the auto email you would like to see the sent emails for. A sub-menu will appear, then click on Sent Email to view.

Can I check if my client has viewed the email I sent to them?
Yes, if you go to My Matrix then click on Sent Emails, there is a column that says Viewed which will indicate if they have ever viewed the email or not. If they viewed the email, it will show the date and time they last viewed it. 

Is there a way to see which listings I sent to my clients?
Yes, if you go to My Matrix then click on Sent Emails, there is a column that says Contents which indicates what listings you’ve sent in the email. You can click on the content to find out what listings were sent. 

Can an auto email I setup be deactivated or disabled automatically?
Yes, if your client does not click on the link in the auto email within 60 days, or if the overall results of the search criteria exceeds 250 matching results, Matrix will automatically disable the email alert.

How do I reactivate an auto email that was disabled?
Go to My Matrix then click on Auto Emails. Then choose the auto email you would like to enable, a sub-menu should appear. Click on Settings and then scroll down and choose Enable, then click on Save at the bottom.

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How do I completely delete an auto email?
Go to My Matrix then click on Auto Emails. Then click on the title of the auto email you would like to delete, a sub-menu should appear. Click on "Delete Auto Email" at the end of the gray navigation bar. This will completely remove the auto email from your account.
 

What can I do if my client accidentally clicks on “unsubscribe” from an auto email I setup for them?

1. If your client chooses, Unsubscribe from just the single Auto Email titled “XXX”, you can go to My Matrix then click on Auto Emails. Then choose the auto email for your client who unsubscribed. A sub-menu should appear, click on Settings, choose Enable, and then click Save.
2. If your client chooses, Unsubscribe from ALL future emails from “Your name”, your client will need to send a blank email from the email address that unsubscribed to optin.mlsl@matrixemailer.com.

Can my client save the link from an auto email as a favorite?
Yes, we recommend they do this in case they delete the email.

My client did not click on the link in the initial auto email to activate. How can I resend this to them? 

You can resend the initial Welcome Email. Go to My Matrix and then click on Auto Emails. Choose the auto email you would like to Resend the Welcome email for. A sub-menu will appear, then click on Resend Welcome

I just revised the criteria on an auto email for my client and now they’re missing listings. Where did they go?
When you change the criteria on an existing auto email, the previous listings may no longer meet the new criteria. Therefore they are removed from the list, unless the listings were saved to the Favorites and Possibilities list prior to your making the change to the criteria.

Should I use the BCC option?
It is not necessary to BCC yourself on every email. Matrix has a Sent Email feature which tracts your email for both manual emails and auto-emails. If you would like to view your sent emails, go to My Matrix and then Sent Emails.

Can I CC and BCC myself when sending out emails?
We recommend that you do not CC & BCC yourself for a one-time email or auto-email. Many emails, such as Yahoo, Google, Hotmail, will flag this email as spam and therefore both you and all your clients will never receive it. We suggest you only use the CC option or BCC, but not both together.

If this happens, follow these steps:

1. Send a blank email to optin.mlsl@matrixemailer.com  from your email account that you have on file with us.

2. You will need to go into each of your auto emails and reactivate each auto email manually.

Is there a way to customize the columns in the portal?
No, your client will only be able to view the Client 1 Line, Client Full, Client Page, Client Thumbnail, and Open House Display.

How does the client portal work?
The portal will give your client the most up to date information about the listings you are sending them. In the portal, you client can mark one or more listings as Favorite, Possibilities and Discard. In addition, your client can click on the MLS# to view the Client Full Report. Your client can also click on the Earth icon to view the property on a map. They can also click on the Picture icon to view the picture(s). They also have the ability to click on the Film strip icon to view the virtual tours. Your client can also print the listing(s) and plot the listing(s) on a map. 

Is there a limit of auto emails that I can setup?
Yes, the maximum number of auto emails you can have are 250. If you have more than 250 setup and you change criteria in one of the auto emails, all of the auto emails will no longer be sent until you reduce the number to 250.

Is there a limit of listings that can be sent in an auto email?
Yes, the maximum number of listings you can send in an auto email is 250. If the listings exceed 250 the auto email will automatically disable. You can re-enable the email alert, however you may want to change the criteria so that the listings do not exceed the amount.