Revising an Auto Email

Yes. Matrix has specific fields for this:

If you are Listing Agent 1, you can upload your open house information without Listing Input rights.

Narrow is used when you want to refine your results to just the properties that you have selected. Choose the desired properties by placing a check mark in the boxes to the left of the properties. From the Results grid or report view, click Refine at the bottom of the screen, then Narrow. Your list will be narrowed to just the selected properties. At this time, there is not an “Un-Narrow” or undo button. If you wish to recall the full list of results, this would be an appropriate time to use the back button from within the internet browser.

Important note about saving Auto-Notification emails: This tool can be used if a client wants to keep an eye on a few specific properties. From the Results grid of selected properties, click Refine, then Narrow. This will then only display the selected properties. Click Save, then New Auto-Email, and choose the appropriate options. After the auto-email has been saved, the client will only be updated on these properties. They will not get updates on any other new properties matching that criteria. This method of saving is less commonly used.

BACK

To access active contacts, hover over the My Matrix tab and click on Contacts. Once a contact is selected, you can edit, delete, start a CMA, open client portals, and open listing carts. You can also view the active auto notifications, last portal visits, and view listings the client has recently selected on the portal. To add a new contact, click Add at the bottom, left corner of the screen and a Personal Information box will appear. Enter the First Name, Last Name and Email Address. To enter more information, click the Show All Fields button to expand the screen. Click Save when complete. Once a contact has been saved in Matrix, that client now has the ability to search the MLS listings within the Matrix Web Portal. To delete a client, simply place a check mark in the select box to the left of the client’s name, and click the Delete button.

Click here for a quick tutorial on how to add, remove, and manage your contacts within Matrix. A new tutorial will be posted as it becomes available.

BACK

Login to Matrix and go to the Input Tab. Select Modify Existing at the prompt and enter the MLS#, then click Modify. Under Manage Options, select Open House. Select Public Live Stream Open from the Open House Type field and complete the rest of the required fields.

A video showing the steps can be found here.