Automatically E-Mail Customers Listings

These instructions will guide you through the process of setting up a buyer client in the Paragon MLS to automatically receive e-mail notifications for listings that meet the customers needs. The system will send the customer an e-mail every time something is changed on any property the meets the customers search criteria.

1. Log into the Paragon MLS.

2. Perform a search using the criteria that meets the buyer customer's needs. I usually do a broad search for the customer because if you narrow it down to much you won't send them much. I'd rather have them discard a listing that was sent to them, than to have them find out about a listing that they may have an interest in.

3. Once you enter the search criteria, click the count button to make sure something is there.
   

4. If you are satisfied with the count, click the Save Search link.
   

5. Once the box pops up, enter the customers first name (or some other code name that will help you identify who the saved search is for).
   

6. Un check the Make this your DEFAULT for Residential searches box
   

7. Click the Apply button.
   
   The box will go away.

8. Then click the Search button.
   

9. Click the square box above the check boxes so that all the listings are checked and turn blue.
   

10. Click the e-mail link and e-mail those listings to the customer.
    

11. Choose the view that you want e-mailed to the customer.
    

12. Click OK
    

13. Enter the customers e-mail address.
    

14. Change the subject if you'd like.
    

15. Type a message in the message box if you'd like.
    

16. Click the send button.
    

17. Then click OK
    

18. Click Contacts and Add Prospect / Contact
    

19. Enter a first name for the customer
    

20. Enter a last name for the customer (I usually use buyer or seller)
    

21. Click the box that says Use Reverse Prospecting and enter a name or word that will allow you to remember who the buyer is. I usually enter the customer's first name. Another agent will be able to see this information.
    

22. Enter the customer's e-mail address
    

23. Click the Save this contact link near the top.
    

24. Once the contact is saved, click the Listing Info tab.
    

25. Click the Assign link in the Saved Searches box.
    

26. In the pop up box, click the search that matches your customer
    

27. Then click the Save and Close link.
    

28. Click the E-mail Notifications tab at the top.
    

29. Check the box in front of the customer's name
    

30. Click the Click Here to enable link.
    

31. When the box pops up, change the subject line that you would like the customer to see
    
    If you want a copy of the messages that are sent to the customer you should also enter your e-mail address in the cc box or check the bcc check box.

32. Change the type of print out you would like the customer to see
    

33. Click the Insert My E-Card link if you want it inserted in the message that is sent to the customer.
    

34. Click the Save link in the upper right hand corner (the box should close).
    

35. Then click the Close button in the upper right hand corner.
    
    From that point on the customer will get messages sent to them automatically.

The customer is now set-up. If you ever want to change the search criteria follow these instructions.

36. Click Search and View Saved Property Searches
    

37. Click the customers search link and their search will load.
    

38. Make the changes to the search criteria

39. Click the Save Search link
    

40. Then click the Apply button.
    
    Their search criteria will now send the customer the new changes.

If you need to stop the notifications or remove the customer follow these instructions:

41. Click Contacts and Modify Prospect/Contact
    

42. Click the check box in front of the customer
    

43. To delete the customer, click the Delete link near the top right corner of the page.
    

44. If you want to edit contact information or temporarily stop the notifications click the customer's name (link) and make the changes in the customer's profile.

End of instructions.