Searches

Overview

Saved Searches let visitors save their search criteria (price, location, beds/baths) and receive automatic email alerts when new matching properties are listed.

How It Works:

1. Visitor searches your site (e.g., "3BR under $500K in Miami")
2. Clicks "Save This Search"
3. Enters email (auto-creates contact)
4. Gets email alerts when matching listings appear

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Benefits

For Visitors:

• Never miss perfect property
• Automatic notifications
• Customizable alert frequency
• Mobile-friendly emails

For You:

• Capture leads passively
• Track buyer preferences
• Nurture with relevant properties
• Higher engagement

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Search Alert Emails

Email Contains:

• New matching properties (photos, price, beds/baths)
• "View Details" buttons
• Unsubscribe option
• Your branding and contact info

Frequency Options:

• Instant (as soon as listed)
• Daily digest
• Weekly digest
• Custom schedule

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Managing Saved Searches

Access: CRM → Contacts → [Contact] → Saved Searches tab

View:

• All active searches for contact
• Search criteria (price, location, beds, etc.)
• Alert frequency
• Last sent date
• Open/click rates

Editing Search Criteria

When to Edit:

• Contact's needs changed
• Too many/too few alerts
• Refining search parameters
• Adding new criteria

How:

1. Open saved search
2. Click Edit Criteria
3. Adjust fields
4. Save (takes effect immediately)

Alert Frequency Control

Options:

• Instant (real-time)
• Daily (morning digest)
• Weekly (weekend digest)
• Paused (temporarily off)

Best Practice: Start with daily, adjust based on feedback

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Performance Tracking

Monitor:

• Alert delivery rate (emails sent)
• Open rate (% who open)
• Click rate (% who view properties)
• Response rate (% who inquire)

Optimize:

• Pause low-engagement searches
• Refine over-broad criteria
• Increase frequency for hot buyers

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Best Practices

Encourage Saving

• Prominent "Save Search" button
• Explain benefits ("Never miss a property")
• One-click save (minimal friction)

Follow Up

• Email new savers within 24 hours
• Offer personalized service
• Ask if search criteria are accurate
• Suggest refinements

Monitor Engagement

• Track who opens alerts
• Follow up on high engagement
• Update stale searches
• Remove inactive (no opens in 90 days)

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Property Alerts

Property Alerts notify contacts about new listings matching their criteria. Alerts can be automatic (from saved searches) or manual (you send specific properties).

Automatic Alerts

Triggered By:

• New listing matches saved search
• Price drop on watched property
• Status change (back on market)

System Sends:

• Email with property details
• Photos and description
• "View Details" and "Schedule Showing" buttons

Manual Property Alerts

Send Specific Properties:

1. Find property you want to share
2. Click Share button
3. Select contacts
4. Add personal message
5. Send

Use Cases:

• "Just listed! Thought of you"
• "This matches your criteria perfectly"
• "Price reduced - act fast"
• "Similar to one you viewed"

Alert Performance

Track:

• Delivery rate
• Open rate
• Click-through rate
• Showing requests generated
• Offers made

Best Practices:

• Timing: Send AM (8-10am) for best open rates
• Frequency: Max 1-2 auto alerts per day
• Personalization: Reference their criteria and explain why property fits

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Quick Reference