This guide will show you how to manage your Auto Emails.
Step 1: Hover your mouse over the My Matrix tab, and click on Auto Emails
Track Status of Auto Emails
- Not Active, Pending Activation from Client
- Active, Scheduled to Auto Email
- Disabled, by Client, Agent or System
Step 2: Click on Auto Email name to manage
Step 3: Choose what to manage:
- Settings – Allows you to update Recipient(s), Message, Enable/Disable, Concierge and Schedule
- Criteria – Allows you to revise criteria
- Results – Allows you to view current listings within search criteria
- Date Since – Allows you to view any recent listing changes within saved criteria since last viewed
- Market Update – Allows you to view any Market Changes within saved criteria going back desired period of time
- Open in OneHome – Allows you to view the OneHome client portal
- Delete Auto Email – Allows you to permanently remove an Auto Email