Emailing Listings in Matrix

in Emailing with MatrixMatrix Features & Settings

The Matrix platform allows you to email listings as reports in PDF format. Listings can also be emailed as a hyperlink to a client portal so that your clients will receive the most up to date information for listings you have selected.

EMAILING LISTINGS AS REPORTS

Follow the steps below to email listings as a PDF report. Before you begin, make sure that you’ve performed a search.

1. Click the check box next to each listing you want to include in the email.

2. Click the Print button. 

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3. Select any of the displays you want to email and then click the Email PDF button.

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4. Click the To: or CC: button to select a recipient from your contact list. You can also manually type your client’s email address in the To: field. Separate multiple recipients by putting a semicolon (;) after each entry. 

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Note: To select more than one contact in your contact list, hold down the CTRL key on your keyboard as you select them.

If your email address doesn’t appear in the From: field, you will need to add your email address to your account (see the “Updating Your Contact Information” section in this manual for details).

5. Click the Bcc me a copy of this message checkbox to receive a copy of the email you’re sending.

6. Enter a subject for the email in the Subject field.

7. Enter a message for your client in the Email Body field.

8. Click the Send button to email the selected report to your client in PDF format.

 

EMAILING LISTINGS AS LINKS

Follow the steps below to email listings as links. Before you begin, make sure that you have performed a search.

1. Click the check box next to each listing you want to include in the email.

2. Click the Email button. 

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3. Click the To: or CC: button to select a recipient from your contact list. You can also manually type your client’s email address in the To: field. Separate multiple recipients by typing a semicolon (;) after each email address.

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Note: To select more than one contact in your contact list, hold down the CTRL key on your keyboard as you select them.  

Click the “Bcc me a copy of this message” checkbox to receive a copy of the email you’re sending.

5. Enter a subject for the email in the Subject field.

6. Enter a message for your client in the Email Body field.

7. Click the Preview button to preview how the properties will appear to your recipient once they click on the link contained in their email. 

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8. Click the Send button to email the selected listings as links to your client.

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