Matrix: Auto Email Setup and Management
How to setup email alerts to yourself when listings have a change in Status or Price:
How to get started with Auto Emails to Clients:
1. From the Pro Home Page go to Matrix and run a property search to get a list of search results that are to be emailed to your client. Click on the results tab at the bottom.
2. Once you have the list of Search Results up, go down to the bottom of the page, and click on the 'Save' button. There is no need to select any of the search results. This will open up a menu that gives you three options, Select 'New Auto Email'.
3.* On the 'New Auto Email' page, select either an existing Contact or if this is a new Contact click on 'Create a New Contact'.
- You can select to Bcc yourself if you wish to be included in the auto emails.
- Make sure to include a Subject Line.
4. (Optional) If you would like this search to be saved on your Matrix Home Page for easy access to the Search Results in the future, check mark the 'Enable as Favorite Search on Home tab'. Favorite Searches are single-click links on your Matrix Home Page that take you to the results of your Saved Search.
What is Concierge Mode?
What is Reverse Prospecting?
https://support.mlslistings.com/s/article/Matrix-Reverse-Prospecting-Video
5.** Set up the Schedule for your Auto Email. See below for a list of what some of the terms mean.
6. When you are finished setting up the schedule, click the 'Save' button at the bottom of the page. This will take you back to the list of Search Results, and will also activate the Auto Email to send out based on the schedule that you have set up.
*New Auto Email:
CC: = Enter an Email Address here to send the email to a 2nd (or more) address, and display that (those) email address(es).
BCC me a copy of all emails: = Check this box to send a copy of the Auto Email to your Primary Email Address.
Subject: = This is the Subject line of your Email. This is what the email recipients will see as the Subject or Title of the
Auto Email. Message: = This box is what the email recipients will see as main body of text in the Email. If you have a special message to include for your clients, you can type it in here.
**Schedule:
ASAP: = This will send out emails at a set time each day, at hourly intervals.
Daily: = This will allow you to set up the Auto Email so that your clients will receive up to 2 emails per day. You can select the exact days, as well as either AM for before noon, PM for after noon (PST) or both.
Monthly: = This will send out emails once a month, on the first of each month at Midnight.