Manage Existing Auto Email

How to Edit/Manage an existing auto email.

The instructions below can be used If you have an existing auto email and you need to change the criteria, or you need to CC an additional email address to that auto email. This article will also assist with deleting existing auto emails. 

1) From the Pro Home Page go to Matrix Dashboard.

2) Once in Matrix go to My Matrix and then Auto Emails.

3) Here you will see your list of Auto Emails. Find the auto email you wish to edit and click the subject line of that auto email. It will be a link that you can click on.

4) The screen will drop down and you will have options.. Click the appropriate tab you wish to edit and or delete.

Settings - Edits who the emails are going to, The Subject Line, The schedule on when the emails are sent. Enable/Disable Concierge Mode, Enable as Favorite on Dashboard 

Criteria - Edits the criteria set for this auto email.

Results - Brings you to the results page of this search

Date Since - Goes to the date the search was created.

Market Update - Allows you to optionally choose an update date range in combination with the criteria of the original search.

Open in Portal - Opens the results of this search in the client Portal. This is the page your client see's when they view the listings that are emailed to them.  

Resend Welcome - Allows you to resend the initial welcome email to the client. This can only be done once. 

Delete Auto Email - Deletes the auto email from the system.

5) If editing the search criteria, after making changes to the criteria, make sure to hit Save at the bottom of the search Criteria Page.

6) Then also hit Save at the bottom of the Auto Email Settings page