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:
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:
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.
3. Click on "Next Step"
4. Choose your Page Title
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.
You can edit the rest of the categories if you want to:
5. Save your link
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):
2. Share the search
Select the saved link you want to share:
Select the leads to whom you want to share the link with:
It's recommended that you only select a maximum of 30 leads per round.
3. Click on the "Assign Lead to Searches" button
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.
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
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.
If you click on "View Results", you'll see the properties that the lead will be seeing:
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.