Shared Searches Tutorial
Rapidly send property updates matching client\'s preferences to ensure they get relevant info.
How to set them up:
Create a shared saved link
You can do so here: https://middleware.idxbroker.com/mgmt/saved-links/create.
1. Choose the type of saved link that you want to create:
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2. Select your criteria
If you were to choose "Search Homes", for example, a form will show up for you to fill in your search criteria:
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You can also choose from a number of other criteria from a dropdown menu, add any remarks, and type in the number of square feet and/or acres. These are optional to fill in.
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Example:
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3. Click on "Next Step"
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4. Choose your Page Title
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VERY IMPORTANT: Make sure that the title page starts with the word share in any combination of uppercase and/or lowercase letters and that it's unique from any other saved link you've created. Valid examples: "share", "Shared", "Share:", "Shared Link" even a combination like "sHaReAbLe" would work.
Example:
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You can edit the rest of the categories if you want to:
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5. Save your link
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Configure the shared search
1. Go back to the Shared Searched page in IDX Add-ons https://idxaddons.com/?page=idx-leads#shared-searches
Refresh the page and you'll see the shared search you've created here (along with any other shared search you've created):
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2. Share the search
Select the saved link you want to share:
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Select the leads to whom you want to share the link with:
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It's recommended that you only select a maximum of 30 leads per round.
3. Click on the "Assign Lead to Searches" button
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Leads will receive an email that looks like this. If they click on "View Search Results", they will see the properties in the saved link that you assigned to them.
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Check IDX Broker
If you want to verify that your Lead got the shared search, go back to the IDX Broker page, click on "Leads" and "Manage": https://middleware.idxbroker.com/mgmt/leads
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You'll see that Sofia (to whom we assigned a saved link) has a #1 in that column. The number of saved links that you assign to someone will be shown here.
If you click on that #1, you'll see the saved search that we assigned to her. If you assign more to her, they'll also show up here.
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If you click on "View Results", you'll see the properties that the lead will be seeing:
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You can also "View Today's Results" if you click on that button.
This lead will now be receiving automatic property updates to their emails based on that saved search.