In RCO3®, prospects are referred to as "Contacts" and Auto-notification is referred to as "Auto-Email."
Setting up an Auto Email… what’s in it for you?
Auto emails save you time and automate updates for your clients. With an auto email, you set up a saved search to automatically email new listings and listings that have changed in status or price to a contact. RCO3® will send them out as soon as they are entered into MLS, if desired. As a result, your contact will receive up-to-date listings based on the email schedule that has been set up.
Note: There is a limit of 250 listings that can be sent per email.
To set-up an auto-email, first you need to have one or more Contacts set up.
Set up Contacts
- Click the "My RCO" tab, then click the link "Contacts."
- Click the "Add Contact" button.
- Fill in all the information you want for the contact. The only required fields are First Name, Last Name, and email address. You can add up to five email addresses to one contact, separating each with a space.
- When you are finished, click the "Add" button. Now you are ready to set-up a Search.
NEXT STEPS: Save a Search and Enable an Auto-Email:
- Run a search and click the "Save" button at the bottom of the page. Click the "New Auto Email" button.
- Click the Contact drop down box to select the Contact you want to assign to this search. If you have not yet set up a contact for this client, click the "Create a New Contact" link to the right of the contact drop down.
- Fill in the Subject for the new auto email.
- In the settings section, you can choose to send the auto email in concierge mode, or save it as a favorite search on your Home Tab. Auto emails with concierge mode enabled are not sent out automatically to your client, and emails are only sent when you manually approve listings.
- Choose a schedule for sending the auto emails (ASAP, Daily or Monthly) by clicking the appropriate radial button.
- Click the "Save" button. RCO3® will immediately email the search results to your Contact. As new listings meet your search criteria, they will be sent according to the schedule you have selected.
For your convenience, prerecorded Auto Email webinars are available
How to Search and Create Auto Emails: https://attendee.gotowebinar.com/recording/1277845069916170496
Managing Auto Emails: https://attendee.gotowebinar.com/recording/8075314042679192065
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