To customize the default settings for Email Updates and set default recipients for specific types of notifications, go to Design -> Settings -> Global. From here click on the tab for Email Settings.
Here, you have the following options to customize the default settings for Email Updates sent out to your leads:
Leads Property Update Email
- Property Update Frequency - Set the frequency that IDX Broker will send out Email Updates to your leads regarding new listings: Daily, Weekly, or Never. We recommend Daily Email Updates for leads (this does not mean they are guaranteed to be emailed everyday, but that they will be emailed on the same day that a new listing matches their Saved Search, or a change is made on any Saved Property).
- Email Template - Choose between the Legacy and New Email Template for property updates
- Subject Line - Create your own subject line for email updates by entering the text for the subject line into the box provided. Leave this blank to use the default subject line.
- Show Similar Listings on Behavioral Lead Emails - Set toggle to determine whether Behavioral-Based Lead Emails contain similar listings in their property update emails. For information on Behavioral Based Emails, click here.
- Send Replies to Property Update Emails to - Enter an email address that you want to receive any replies to the property update emails that are sent out to your leads. If left blank, clients will not have an option to reply to these email updates.
- Receive Copies of Property Update Emails Sent to Leads - You can choose to receive carbon copies of every email update sent out to your leads, a daily summary of all email updates, or none at all.
- Send Copy to - Set the email(s) to receive carbon copies of property updates sent out to leads. To set multiple email addresses, comma separate each email address.
- Email Signature (Legacy) - IDX Broker Platinum offers the feature to customize the signature on emails sent out on your behalf. There is an interface that accommodates this customization. By default this is a "What You See Is What You Get" interface. Type in your signature text or use the buttons to add links to images or websites. If you would like to put in raw HTML code, simply select the button labeled, "Turn WYSIWYG Off".
- Preview Sample Email - To view a sample test of the Email Updates that your leads receive, enter your email address here and click "Send Email."
After you are finished customizing your options, don't forget to click Save Changes at the bottom of the screen.
Recipients Of Online Forms
These fields are for setting default recipients for each type of contact page that your site visitors may use to contact you.
Additional email addresses can receive communications from leads on your website. Those addresses can be entered under each Recipient section for the different areas for capturing lead information:
- Contact Form - This is the generic contact page for your account, located in your IDX Page Links.
- More Info Form - This is the contact form site visitors will fill out when they click on a More Info link from any property detail page.
- Home Valuation Form - This is a contact page that sellers can fill out and submit to you if they are interested in working with you to sell a property, also available in your IDX Page Links.
- Schedule Showing Form - This is the contact form site visitors will fill out when they click on a Schedule Showing link from any property detail page.
If you would like the contents of any of these contact forms sent to a specific email address, simply enter the email addresses into the appropriate fields, and click Save Changes.
You can also Send a Carbon Copy (CC) or Blind Carbon Copy (BCC) for these forms each time a lead fills out a contact form. You can input multiple comma-separated email addresses in order to send these notifications to several contacts, if desired. This is also where you can set up CRM Integration via Email, if you manage your leads using a third party service.