Auto Emails Tab: Saved Searches

Learn how to use Saved Searches in the Auto Emails tab of the Presence platform to manage automated listing alerts for your clients. This video covers how to enroll contacts in saved searches, review email performance and engagement, customize search alerts, edit search criteria, and manage automated listing notifications from a centralized dashboard. 

What's Covered

  • What Saved Searches are and how they automatically notify clients about matching listings
  • How the Auto Emails tab centralizes automated email management
  • How to access Saved Searches and navigate the dashboard
  • How to enroll new contacts in a saved search
  • How to create and customize search criteria using the listing map and filters
  • How to review email activity, engagement metrics, and enrollment information
  • How to edit search alert settings, including email frequency, subject line, search name, and sender information
  • How to update saved search criteria after a search has been created
  • How to pause or delete saved search alerts using the available quick actions 

Contact our Support Team

Have a question? We're here. Reach out anytime and our team will get you the answers you need.
Get Support