eGO Academy › Real Estate Software › How to send matched properties by email
Sending matched properties can be configured in the ‘Settings’ on eGO Real Estate. This feature enables alert emails to be sent whenever a customers’ preferences, saved in an opportunity, match a property’s features and/or details.
These emails can be automatically sent in 3 different scenarios:
When a property is added
When a property’s availability changes
When a property’s price changes
Click on the option ‘Settings’, ‘Company’ and then ‘Management’;
Click ’Management’, and then ‘Sending matched properties’;
In each one of these scenarios there are 3 options available:
– Do not send email
The alert email is disabled
– Send email to all clients
Send an email to each customer with an active business opportunity, who’s preferences match the property’s features (even if the property is already associated or rejected)
– Send email to clients to whom the properties have not been manually sent by email
Emails will only be sent to those customers who:
– do not have the property associated or rejected
– the property’s features match their preferences
– have an active business opportunity
This email will only be sent once per customer.
The default text sent with the property details can be set by the application manager.