Email Options
Sending a Direct (one time) Email
You can select listings and email them directly from Matrix. 1. Select the listings that you would like to email from your Search Results page. Click the check box next to each listing to make your selections. Note: The Email button will be “greyed ...
Set Up Auto Emails
1. Create a search that matches your clients needs. View the results. 2. Click Save on the button bar. 3. Click New Auto Email. The Save a New Auto Email screen opens. 4. On the Save a New Auto Email page, select a contact in the Contact drop-down ...
Understanding Auto Emails
Auto Emails let you create a search once and as new listings that meet that search criteria come into the system, then an email automatically generates and is sent to your client. You can set the timing for the emails. The lists below explain the ...
Disable Auto Email
You can change the status of Auto Email from Enabled to Disabled and vice versa as needed. 1. Click on My Matrix. 2. Click Auto Emails. Find the email you want to disable. 4. Click the small arrow to right of email name. 5. Click Settings. The email ...
View Email History
Matrix keeps track of all emails you send through the system for 90 days. You can view your email history two separate ways: Sent Email link or Contacts link both located under My Matrix. Sent Email 1. To view your email history, click on the My ...
Approve Concierge Listings
When your Auto Email finds additional listings that match your search criteria, you will see a notification in the Concierge Widget on the Home tab and at the top of most pages in the Matrix platform. Depending on the notification settings you ...