Good morning, everyone, and good afternoon to those of you who are not in my time zone. Welcome to today’s webinar covering working with contacts in Flex MLS. My name is Amy Long and I am your trainer. Today I’m joining you from Fargo, North Dakota and it’s a beautiful summer morning. I hope I find you all doing well in your respective places around the country.
So today we are gonna cover subscriptions, which is another way to term auto listing emails. And we’re also gonna talk about portals, which are client personal websites. I am going to show you two different ways that you can tie a subscription to a search because everything begins with a search and tie those to your client. And then we’re gonna kind of dive into the portal side of things. I will show you what the client portal will look like for your clients that choose to use it. I will also explain the difference between a subscription and a portal. If you’re newer to Flex MLS, that can be at times a little bit confusing. So I hope to be able to clarify the differences for you and understand when one might be more beneficial over the other or maybe using both. And then lastly, we will talk about some of the help options that are available, including guided help, which will become your very best friend in the Flex MLS system, as well as the Flex MLS Academy. So, with that said, let’s get started. And I am going to shift over to my FlexMLS. I was on a different screen there. And I am now in what’s called my home dashboard for FlexMLS. And today we are using the Fargo Moorhead MLS. I am from Fargo. Fargo is kind of considered our home MLS and we do use this MLS to demonstrate training for general membership webinars. I am using a training account today. So this is going to probably look a little bit different than what you’re used to, but I can promise you the steps that we’re going to take are all going to be the same.
And now I want to talk a little bit more about workflow. And everything begins with the search. So we’re going to start this process with QuickSearch. The second step I’m going to show you is we’re going to do a very similar process, but we’re going to start in contact management. So let’s begin with quick search, which is my first function that I have saved in my favorites bar. If you’ve had an opportunity to attend any previous webinars or trainings, you’ll know that we typically do talk about the menu just a little bit. The menu is where you’re going to find all the functions that are available to you as users. You also have the ability to favorite those functions by checking the star on the left side. So if I click on CMA, turn that off, I can add CMA to my favorites bar. I can also add address search to my favorites bar, and then easily remove those by checking those stars. So these are the functions that I have kind of saved and set up for the purposes of this training today. And we’re gonna start with Quick Search. Now, as you hopefully know, this is Quick Search and everything that you need to conduct your search is available on one screen. Your map will always be on the right side of the screen and your search template, in addition to your property type selection, will be available on the left side of the screen. And we’re going to work our way through this search, much like an outline form, from top to bottom, and then we would view our results from left to right. So kind of thinking about reading a book. So let’s begin with this process. I am going to stick with my residential property type for the purposes of this search. And I am just going to follow down and create the criteria, enter the criteria I want to use to create the search. Because what we ultimately want to do is save it, tie it to our contact, and then set up a subscription. But we have to do this part first. So let’s select our statuses. Maybe we’ll offer active and pending in our search. When I select my pending dates or the pending field, excuse me, the off market dates fields are going to populate. And here I can control how far back I’d like to go. So in this case, I think I’d like to go about forty five days back, no more than that. Then I’m just going to continue to build this search. So maybe I’ll put in a fairly broad range of four to six hundred. I’m going to select a subtype and stick with single family residence. And for the city, we’re pulling a lot of surrounding communities in this MLS in addition to the general Fargo Moorhead area. And I do want to kind of stick with that particular area, so I’m going to make sure that I select the cities that I want to conduct my search in. So I’m selecting Fargo, Moorhead, West Fargo, which is basically our main metro area. We can continue to scroll down and just select any fields that would be applicable to this particular search. So I’m gonna shoot for four bedrooms, minimum of three total baths. You’ll notice that my results are updating in real time on the map as well as at the top. So we started with a larger number of results. We’ve narrowed it down now to one hundred and ten results that can be included in the search that I’m creating. Garage stalls. Garage is pretty important up here in the upper Midwest. We have some pretty brutal winters every year. So it is nice to have that as an option.
And then we can continue to add any fields that might be beneficial. Certainly, maybe we want to include under Add a Field, I’ll just type in a fenced yard for those who might require that in their search. That’s going to take our results down to twenty five. We’re going to go with that.
That will work for the purposes of setting up this search. I’m going to take these results and I’m not going to even really worry about taking a peek at these right now. What I wanna do is I just wanna get this saved and then set up with a subscription. And this is one way of conducting this type of workflow.
So now let’s take these twenty five results and I’m going to shift to the right side of my screen and click on save. And I’m going to save this search.
And I’ll give this a name of Fargo, I’m terrible with coming up with names, West Fargo, Moorhead, and single family for bed. Okay, so kind of a choppy description, that will work for me. That’s the name of the search. Description field, of course, is optional, but when we come down to Contact, this is an area that, depending on where you’re at in your process, if you have a contact already in the system that you would like to add or tie this search to, by all means go for that! So what I can do is I added a contact just a little bit ago so I could go to existing and I can enter the contact for which I’d like to tie this search to. So I’m gonna pull Nan Johnson and now I’ve got a couple of options at the bottom. The default is going to encourage me to save this search and go forward, which is a great option. However, I can save this search and take it a step further by adding the subscription from this very window, which is what I’d like to do. So, I’m going to choose that option, which will now bring me into the Subscription Template screen. From here, we have a couple of options. Every subscription does require a name.
So, right now the system is pulling the name of the search that I just created, which again, it’s not the best name, even the most descriptive name. So we are going to tie this subscription to our contact, NAN. So what I’d like to do is update this name and I’m going to call this listings for NAN. I think we have Johnson, yeah. I tend to make up lots of different names. Okay, listings for Nan Johnson. Our next option will be to select who is going to receive these notifications. So I can receive these as a sender that is an email that I will receive when they receive the email. I can also receive an email when they actually click the link. Now there are other ways in contact management that you can view how or what your client is receiving and doing with that information. You can view if they’re clicking on emails that sort of thing. This can generate an email and if that is something that you’re good with, by all means that’s a great option. I prefer not to do that just for the sake of overwhelming my email inbox.
So, definitely a choice you can make and sometimes that might depend on the type of client that you’re working with, whether or not that might be beneficial. The last option is enabling the preview mode and this does require effort and attention on your end. What this will do is send you an email to approve whether or not the listing or listings kind of meets your criteria for your clients. If they’re adamant against having anything with vinyl siding, you may be able to prevent any listings with vinyl siding from appearing by opting to use this mode.
So just the scenarios can vary and that’s just one. But this is not an option that I would probably encourage you to use all the time, but in some cases it can be really beneficial. So then we have our contact, of course, and we’re gonna come now to the schedule. So the schedule offers a couple different options. We can do weekly and with weekly, you can select basically daily options. These would generate, these email updates would generate only once per day. So you can decide, do you want these to generate once every day of the week, all seven days, only five days a week, only on weekends, whatever the choice that you and your client decide, you can make that determination here. And the great thing about once you set up this subscription, you can edit this at any time. You can always return and you could update the name. Let’s say you forgot to include Nan’s spouse and you would like to include their name in the subscription name, or you’d like to add that spouse to the list of contacts who will receive these updates, or you’d like to modify your message in some way. For whatever reason, including the schedule or frequency, you have the option to edit your subscription at any time. The next option would be monthly. And monthly, you might kind of roll your eyes at this idea. However, this can be a really nice way if you were just wanting to kind of keep a relationship with someone. Maybe there’s been somebody you’ve been working with for some time and they have been talking about building for years now. Building their dream home, their retirement home, something like that.
By setting them up on a monthly subscription, while the listings may not entirely be the most current or remaining on the market, you still have that connection to them and you’re not overwhelming them with email. Then of course you have the ASAP option. As soon as there is a new listing or possibly a change, depending on how you set up your search, that would generate an email to your contacts.
Coming down to the email template area, I do want to note, and if you’ve taken any classes before, you’ve likely heard this, but when you send out in a subscription email, this email is gonna go out over and over again to your clients, potentially indefinitely, but for as long as you’re working with them, or as long as they wish to receive these emails. So I want to stress just doing a very simple, offering very simple content, I guess that’s a good way to put it, in your email. Don’t over personalize or, you know, it was great to run into you last week, because if you’re still working with them come October, they’re still going to receive that same message on repeat. So I like to leave things fairly simple. This is a template that I have saved previously. I’ve got a couple other ones in here as well. There’s a listings default, new listings, my market that I can select from. If you wanted to, once you do create an email that you feel is really excellent and you would like to save it to not have to reinvent the wheel, we’ll update this just a little bit.
Okay, so a very basic email again, but I updated it slightly and now I want to save this template as new. So I’m going to say save as new and I’m going to call this listings and I’m just going to put a little sub next to it so I know that this is a great email to use when I set up a subscription. It’s very general, basic, it doesn’t over personalize and I will have this ready to go so I don’t have to do this another time. So I’m gonna say Okay, and now that one’s been added to my list of options. So now that I’ve done everything, I’ve renamed my subscription name, I’ve identified who will receive these notifications, have my contact information, and then of course the frequency for these emails and the content of my email, I am going to save this and I’ll get a little notification that this has been successfully saved. So now we are no longer in an active quick search, we are in a saved search and here is my search name that I chose at the very top.
By saving that subscription, that generated an email to go out to my contact. Let me show you what this will look like. Now I’m going go into Contact Management and I’m going to go into Nan’s profile. Previously, she did not have a search tied to her profile. There is a search affiliated with her profile and just to the right of this, I see a pending subscription. You’ll notice the word pending there. So basically what that means is that Nan will need to opt in to begin receive these automatic email updates. And I’m gonna show you how that’s gonna work for your client. So let me close this and then we’ll return to contact management and I’ll show you this process from a slightly different angle. So let’s start and we’re going to go into what’s called Mailinator and it’s a system that I have set up in advance.
So I am going to go into quote unquote, NANS inbox and I realize this is not something you’ll normally be able to do, but this is just a preview of what it would look like for your client when you send out invitations for email, for subscriptions and or a portal. So earlier I was doing a little preparation for today and I requested a portal for this contact, this pretend contact. And so this is the email and what it would look like. Your contact information is at the bottom of the email, including your photo should you have one or a logo, email, website, phone number, address, etc. All that good information at the bottom. What your client will need to do is click sign up. It’s a pretty brief process. They’ll just enter their name, email address, create a password, and they will have access to their portal, which is really great for them to be able to view listings. Now let’s return to the other email and this is the email that I just sent out a moment ago, so three minutes ago technically. When I click on this, all they’re going to need to do, and these are both just one time opt ins, if you will. So in order for your client to receive these automatic email updates, they will need to opt into the subscription, which is what I’m doing right now. And there you go, that’s a done deal. They can opt out at any time and you can always remove their subscription, which I will show you how to do in a moment.
But now let me take you on a quick tour of what the client portal is going to look like, and then we’ll return to contact management in just a moment. So here we are in what is called the client portal.
And again, you have your contact information when they first log in, your photo, if there’s any messages for that client. The two areas that I kind of like to focus on are search and saved. Newsfeed as well. So search your clients will have the ability to search when they utilize the portal. They will have the entire MLS at their disposal so they can conduct a search outside of the search criteria that you set up.
But the great thing about it is if they are saving properties that are possibly outside the listing price that you initially talked about or that they’re possibly approved for, maybe outside the school district, something along those lines, you’d be able to kind of see what they’re doing and be like, okay, you know, should we modify the searches I set up? Or do you want to consider looking at this other town? Whatever the case is. But it’s going give you a little more insight to what they’re doing rather than having them do the same type of thing and probably on Zillow or realtor dot com, something along those lines. It allows you a little more insight and a little more control during their process. So they have the ability to have access to all of the filters or fields, as we call them in the desktop system. They can add a filter and they have all of those fields at their ability to add them to their search. The portal is set up similar to QuickSearch. We have the map on the right side of the screen and all the listings will appear on the left side of the screen. So you can do a view with a photo if that’s what they like, or just a traditional list without that photo. So that’s similar to the list view or the detail view in Flex MLS. Let’s shift over now to saved. This is where your work will come in. They’re going to have access in their portal to all the searches that you have set up. I’m previewing right now a pretend contact for Adam. You can see that Adam currently has four searches tied to his profile. Two of those searches indicate subscribed.
What that means is that two of these searches, this contact is also receiving subscription emails. Now might be a good time to talk about the difference between the two.
A subscription is an automatic email that will send out to your contact depending on the frequency when we set that up in the subscription template we selected ASAP or monthly or whatever.
So, you will determine that and that can also play a role into how often they receive their listing updates when you include multiple statuses. In this case, subscription that I just created based on the search that I created for my contact NAN, I did include two statuses in that search. I have an active status and a pending. She will receive an email update when a listing goes pending as well as when that listing became active. Just keep that in mind when you’re setting up these searches for subscriptions as well. You you don’t want to necessarily overwhelm with too many emails depending on where your market currently stands, but you also want them to understand, you know, kind of the importance of probably being timely and checking on the listings that you are sending out. A subscription can run for thirteen months without any activity. So, a subscription could potentially run indefinitely. Now, let’s talk about the portal. A portal is a personal website and a portal is controlled by the search that you set up. So, a subscription is controlled by a search and a portal is controlled by a search. And right now is when I should be really be in person because I tend to talk with my hands. A subscription does not require a portal and a portal does not require a subscription, but they work really well together.
So if you are a person like me and I really appreciate information from many different sources, I would prefer to have a subscription as well as portal access. But if you are working with somebody who maybe never checks their email, it’s flooded with emails, they’ll never find these emails, setting up only a subscription may not be a very effective way to ensure that they receive these listing updates. A portal might be much more in line with how they would receive this information. And you could flip the same scenario around and let’s say you’re working with someone who has no time for this portal and it’s a little more like social media and they want to receive only what you have carved out for them and they want it to their email inbox, in that case the subscription is perfect for them and maybe the portal is not necessary. Or again, you’re a strange one like me and you like to receive information from various sources. So that is the difference and I hope that is clear. I know that can be a little bit confusing. We do offer both options, both can be used, or one or the other. But in order for your contacts to receive these listings, you’re going to have to choose one or the other or both. Returning now to the client portal. This is where their listings will reside based on the searches that you’ve set up.
Adam is receiving the listings that are in this search also via subscription emails. So he’s getting emails, he has this in the portal. Everything will be in the portal when it is a search, everything will be, But not everything will be in the subscription or the emails. You can see what listings your client is saving.
So it looks like they saved one listing and gave it a one star rating.
You can see if there’s been any recommended listings.
These are listings that you have taken to recommend to your contact.
Any hidden that they have hidden or hidden by the agent. So you have a little bit more control here to see what they are doing. And again, this can be helpful if they’re possibly searching outside of what you initially kind of agreed on or set up for them. Now let me return to contact management. And I’m gonna return to NAN quickly here and hopefully this will have updated. Not quite yet.
Give me just a moment and now I want to show you how we’re going to do this same type of process from contact management, which is one of the functions that I also have saved at the very top in my favorites bar. We’re going to use the quick add option here, and I’m going to add a new contact.
Forgive the typing errors. I’m going to also opt to check this portal checkbox just next to the quick add fields Because when I click on this and I add this contact, this is going to generate an email to immediately go out to my new contact, Will, to allow him to sign up for the portal. So it’s just one step you may not have to take when you are adding someone new. And I’ll show you how that works. If you have someone in there, they’re maybe not using the portal, but they want to start using the portal or you want them to. So let’s shift over now and we’re going to go to searches and subscriptions. So we have a very blank slate here. So in order to add a subscription to this contact’s profile, I will need to add a search first. I’m going to click on Add and I’ve got two options. I can create a brand new QuickSearch from QuickSearch, which will lead me into QuickSearch and I’d have the typical view of the QuickSearch, or I can take one of the searches that’s already been created. And this doesn’t always work.
This may not be applicable to what your client is seeking, but in some cases it might be. Let’s say that Will wants to look east of Elm in North Fargo. I remember the criteria of what I put into this search when I created it, and this search will totally work for this contact. And this allows me not to have to completely reinvent the wheel. If I have to make some tweaks or edits to the search, I absolutely can, but I don’t have to and I don’t have to recreate it. So I’m going to select from this list rather than creating a brand new quick search. So I’m going to attach this search. So that part is done And now I can add the subscription. And I can see the fields that were used to create this search when I set it up. So it’s a pretty broad search. I think I used a polygon shape to create carve out a portion of the North Fargo area. I chose status of active, so there’s only one status included in this particular search. And I’m in the single family subtype, of course residential. So now let’s take step two here and add a subscription to this contacts profile. So this looks familiar, right? This is where we were earlier. We just entered it a different way when we initially started in QuickSearch, and this time we’re coming from Contact Management. So, different way, but we’re achieving the same goal. So, again, subscriptions do require names and subscriptions are exclusive to the person or people that you are creating it for. So, I just like to do the listings for Will Gold. We will send out the notifications, so of course I want Will to receive this. I have my preview mode option available, and then I have these other options available. But I can control that again in contact management, or at least view it in contact management. So I’m not going to worry about that quite so much. Then we’re going come down to our frequency, and I will select ASAP. Actually, maybe I’m going to go back to weekly and I’m going take Saturday and Sunday off of my schedule. So, the five days of the kind of business week will receive these email updates. Then I’ve got my email content, so I’ve got a couple to choose from and if I want to create a new one I absolutely can. I’m going to select my subscription template just because I am sending out a subscription and I know this email is going to work beautifully. My subject line and now I’m ready to save this.
So if you take a little time and create a couple email templates that you can use for one time emails, manual emails, or subscription emails. You could set them up by property type, by area that you work in, maybe you work across state lines, who knows what?
As creative or as detailed as you’d like to be, you have that opportunity. But it’ll save you a lot of time down the road when you are working to set these up. I’m going to click on save.
Okay, so now I can see that we’ve successfully added our search, of course, and then on the right side we’ve successfully created a subscription which is pending for Will. So let’s take a peek at that process. Actually, let me return to Nan. I’m hopeful that this will show to be dropped. Okay, so the pending that was just sitting here for this contact and is currently sitting there for Will’s profile, has dropped now. So this tells me that Nan has officially subscribed for her subscriptions and she will be receiving emails as soon as there is a listing that meets the criteria that we set up for her. You can view that here.
It’s nice way to be able to really determine which contacts have opted in and which have not. Okay, let me close this out now and I am going to now direct your attention to subscriptions. So again, here is one of the functions that you’ll find under menu. It’s one of our main menu functions. And I’m going to click on subscriptions. And this is kind of your main control for all your subscriptions. From here, you could add an entirely new subscription. You can view all of your active subscriptions, all your inactive subscriptions. Maybe you heard from Connor and they mentioned that they’re not receiving those emails from you anymore. Well, that would probably be because it’s now inactive.
So what we could do is we could edit that subscription, take us back to this very same menu, get that out to them as soon as possible, use that template that we created, and without too much time or effort, Connor will begin to receive those subscription email updates again. So I’m gonna save this. That will generate out now to that contact. And once they subscribe, they will no longer be inactive. So this is a nice way for you to be able to really kind of take an overview of what you have for active and inactive subscriptions, who you have them set up for, which searches are tied to them, etc.
Okay, we are nearing the end of our time.
I want to now return a little bit to talk about email. I didn’t talk about email before and I intended to. So what I want to talk about is there are two different types of emails in Flex MLS. So I was talking about subscriptions mainly and the subscription, the automatic email updates sending based on the search that you set up, those listing updates. But there is another type of email available as well. And this can be used whether you are working in quick search or in the hot sheet. So maybe let’s use the hot sheet as an example. And we’ll use Fargo, run it twenty four hour. So we’ve got four listings today for the city of Fargo.
So I want to take this listing and I want to send a one time email to one of my contacts. I’m going to select this email. It’s highlighted in yellow, so that’s the one that we’re working to view. And I’m going to come up to email, and I’ve got two options that will populate. I have my printer friendly version, and then I have my interactive version. I prefer interactive. Printer is exactly what it sounds like. You are going to be sending a PDF report to your client, your team member, whomever you are sending it to. The interactive version basically mirrors how the portal works and your contact will be able to click through the photos, view the listing information. It’s just a more interactive, kind of a friendly experience, if you will. So that is what I prefer to send out. I know some people are very prone or partial to using the PDF type reports and those are great too. Whichever you prefer and whatever you’d like your client to have access to. So now we are going to send out a one time email for this one listing. We are going to make sure that we’re on the public version, which is the default. We can include tax info, any documents related to the listing, or open house information. Then we come over to this template, and I will select the contact who I’d like to send this to. Maybe this is a time that this is a little out of the search criteria that we set up for Will. Like this is not in his area, and we want to make sure that he sees this house. We think it’s just perfect.
So we’re going to send this to Will, kind of follow down this template and this will hopefully look the same because this is the same template for email as the subscription template. It’s just the way the email goes out is different. So that’s one reason I recommend if you are setting up an email template like the body of the email that I just created shortly ago, the subscription email that I put a sub near it, or kind of identify it some way so you know what you’re going to be sending out. And of course with a one time email, it’s exactly what it sounds like, it’s going to go out once.
So if you want to get as detailed, personal, anything along those lines, you certainly can and this will not be received over and over again. Unless you choose to save that template, then I guess you could use it over and over again for different contacts. So we’ve got the message body, our contact information of course at the bottom. This is very familiar.
We’ve seen this now a few times and I’m going to send this email. I have a couple options, can just return to my search results, which I’d like to do. Now I’ll go back to Will’s inbox. I might need to refresh here if I’m still in there. Here we go! I am back in his inbox and this is what I just sent him from the hot sheet. Oh, that’s his subscription, my apologies. Let’s go to got a little ahead of myself. I think I sent it to Will.
And this is the moment that mailinator is failing me. So my trustee, not always trustee, but my trustee public email inbox. There we go, here’s everything that I need. So this is the email just one moment ago, one minute ago, that I sent with the one time email offering the listing from the hot sheet.
We’ll open this link and like I said it’s going to mirror somewhat the portal. The map will be on the right side, the listing information including photos will be on the left side, including listing description, and your contact information. Contact agent, this is not contacting the listing agent, this is contacting you, will be at the very very top. So that is another way that you can communicate with your clients in a different type of email.
So remember you have your subscription emails and you’ll have your one time emails for your use. Okay, so now we are very much nearing the end of our session today, but I do want to talk briefly about help in Flex MLS. And there is a lot of help. And the gold star of help is what we call Guided Help. And the main Guided Help is at the top of my screen, just to the right of our Quick Launch bar, but there are links to Guided Help truly sprinkled throughout the system. So, we just talked in pretty significant deal about subscriptions and portals, correct? So, if I want to click on this option, anything that has this little hand icon next to it is going to tell you that this is an interactive module that will walk you through the process of achieving a task that you want to complete. So let’s talk about setting up those listing updates or those subscriptions, correct? So we just talked about that and if everything is clear as mud, which hopefully is not the case, but if you do have questions after this, maybe you were confused on a step or something like that, which understandably happens. This is a really great resource for you to use. It’s constantly updated throughout the system. And you can just follow the prompts step by step, and it’s going to tell you what to do. So, if you want to have help setting up a subscription, and then you want the system to even guide you through how to start a search, you’re going to start from the very beginning, correct? You’re going to start from quick search, and the system will guide you through step by step with what to do. Click edit search, and so forth. So I’m not going to walk through the whole process. We did go through those steps previously. But if you do find yourself with questions and maybe it’s not quite worthy of a call to support your MLS admins, please remember the Guided Help in the system it is a wonderful, wonderful asset. You will notice links to Guided Help all over the system as well. So, this is a shortcut. We have an additional shortcut here. Hopefully, you recognize these little icons that are kind of scattered throughout various areas of the Flexamilla system, you will be able to realize that that is a tool for help and utilize it when you need to.
The final piece I’d like to highlight is the Flex MLS Academy, which you will find under the help icon on the top right side. This will open in a new tab. This is really a one stop shop for a lot of helpful information in the system. Short tip videos if you do appreciate kind of watching a video type training, but you don’t wanna sit through an hour, forty five minute webinar or training, there are a lot of really great options here that you can view two minutes, three minutes, less than in length. Keep that in mind. Upcoming webinars: this is registration for the general webinars. Maybe you came here to get registered for today, and maybe you signed up in a different way directly through your MLS.
But nevertheless, we have additional webinars coming up. We have one with Floplan over the next couple days that started yesterday. Get registered if you have any questions on flow plan. But again, the Flex MLS Academy, some really great helpful information, webinar registration, training resources, all that sort of thing. I see a question and it looks like work on behalf of was requested. Let me switch back to my Flex MLS and talk about work on behalf of. This is an option that will be available when you are in QuickSearch and the Hot Sheet. So, same function available in both options. We’re in QuickSearch right now, so we’ll just select this as the option. Work on behalf of is in your actions row, and this will always appear. If I click here, I can enter a name, and as long as this name or contact is in my contact management, it will populate in this list. So let’s pick on Brock this time.
I’m going to say Okay, and now I have assumed Brock’s FlexMLS identity nothing more than that and I can work on his behalf. If there are listings that I would like to possibly recommend to him, I am able to do so by working in his profile without maybe having to create a new search or something along those lines.
So, we’ll just pick on this place, and if I wanted to recommend this to Brock, click that little briefcase, and now when Brock accesses his portal, next time he logs in, he will see that there has been a new listing that’s been recommended. And then, this works both ways. I can also see what he has been doing in his portal as well. Have there been any saved listings? Has he ranked any listings? He’s probably not a good person to show as an example because I don’t think there’s a lot going on in there for that pretend contact, but we could try and switch and go back to Adam. Easily switch contact profiles. We can see his saved listings, the searches that are identified with him. So, probably does look a little bit familiar because this looks like what we saw when we were actually in his portal, right? Which you wouldn’t normally be in his portal, that’s the client perspective. But this is your perspective of his client portal that you will be able to have control over and see.
One more thing I wanted to reference when I was talking about types of emails in contact management, you are able to, under the activity tab, see email activity. So this is where the two different emails will come into play. So I have my manual emails or one time email, however you’d like to put that, and then the subscription email or those updates that can be sent out. And you can see how many are being sent, how many clicks are there, how many manual emails have been sent, how many clicks. So you can have a gauge on that without necessarily having to clutter up your email inbox when you set up those subscriptions to send those to yourself. So, just something to keep in mind everyone works a little differently and whatever works for you is probably the best plan. So that is going to take us to the end today and I hope that this has been helpful to you all, and we look forward to the opportunity to train with you again. Thank you so much for attending today.
