how to set up automatic email - crmls central site

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Click “Search” Click Save Button Select Property type and search method Select search criteria and click the Search button To start your search, click the “Search” tab. If you need support please call (909)859-2040 or email [email protected] Last updated 11/02/06 © 2006 MRMLS 1 of 2 On the search page, select the options that best suit your clients needs and click the “Search” button located at the bottom of the screen. From the Search Menu, select the Property Type and type of search you want to perform, such as Residential Detail or Quick... From the Search results screen, click the Save button at the bottom of the list. Note: Before you setup an Automatic Email, you must add your client’s email address in your Contacts under My Matrix. How To Set Up Automatic Email Quick Reference Guide Step 1: Step 1: Step 3: Step 4: Step 2: Step 2:

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Click “Search”

Click Save Button

Select Property type and search method

Select search criteria and click the Search button

To start your search, click the “Search” tab.“Search” tab.“Search”

If you need support please call (909)859-2040 or email [email protected] updated 11/02/06 © 2006 MRMLS

1 of 2

On the search page, select the options that best suit your clients needs and click the “Search” button “Search” button “Search”located at the bottom of the screen.

From the Search Menu, select the Property Type and type of search you want to perform, such as Residential Detail or Quick...

From the Search results screen, click the Savebutton at the bottom of the list.

Note: Before you setup an Automatic Email, you must add your client’s email address in your Contacts under My Matrix.

How To Set Up Automatic EmailQuick Reference Guide

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Click on Save

Name your search, select Client Contact and click Enable Auto Email

If you need support please call (909)859-2040 or email [email protected] updated 11/02/06 © 2006 MRMLS

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In the Save Search screen enter your Search Name. (Description is optional) Select your client from the Primary Email Contact pull down menu. Clients names appearing in the pull down menu have been previously saved in Contacts in My Matrix. Click the Enable Auto Email button.

Complete the Automatic Email Settings screen and schedule your auto emails. Click on Save when complete.

• Click Send To Me to send a copy to yourself

• Select Available For Reverse Prospect if you would like listing agents to know that this listing has been auto emailed to prospective buyers and allow agents to contact you

• Select Display to select the customer Display to select the customer Displayflyer to be sent with or without the address and map published

• Enter Subject. It will appear in the Subject Line of the email

• Enter a Message describing the properties to be sent

• Choose Daily(AM) and emails will be sent on the selected days by 8:00AM,

Quick Reference GuideHow To Set Up Automatic Emailow To Set Up Automatic Email

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