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:
![Saved link type](https://res.cloudinary.com/dscqcqtjn/image/upload/q_auto:eco/v1617393187/Apps/SharedSearches/1_ov8uxu.png)
![Saved link selected](https://res.cloudinary.com/dscqcqtjn/image/upload/v1617393301/Apps/SharedSearches/2_ocvph5.png)
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:
![Select your search criteria form](https://res.cloudinary.com/dscqcqtjn/image/upload/v1617393465/Apps/SharedSearches/3_mjv8lp.png)
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.
![Optional search criteria form](https://res.cloudinary.com/dscqcqtjn/image/upload/v1617393564/Apps/SharedSearches/4_fdiega.png)
Example:
![Example of optional search criteria selected](https://res.cloudinary.com/dscqcqtjn/image/upload/v1617393664/Apps/SharedSearches/5_z8am3t.png)
3. Click on "Next Step"
![Next step button](https://res.cloudinary.com/dscqcqtjn/image/upload/v1617393773/Apps/SharedSearches/6_f6chzo.png)
4. Choose your Page Title
![Page title input field](https://res.cloudinary.com/dscqcqtjn/image/upload/v1617393850/Apps/SharedSearches/7_zvnr4n.png)
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:
![Example of a Page Title using the word Share](https://res.cloudinary.com/dscqcqtjn/image/upload/v1617393981/Apps/SharedSearches/8_acspjh.png)
You can edit the rest of the categories if you want to:
![Rest of categories form: link url, meta tags, link settings](https://res.cloudinary.com/dscqcqtjn/image/upload/v1617394190/Apps/SharedSearches/9_qsuqxi.png)
![Rest of categories form: sub-header, agent assignment](https://res.cloudinary.com/dscqcqtjn/image/upload/v1617394327/Apps/SharedSearches/10_yyfhbg.png)
5. Save your link
![Save your link button](https://res.cloudinary.com/dscqcqtjn/image/upload/v1617394420/Apps/SharedSearches/11_jyjicl.png)
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):
![Shared searches displayed in IDXAddons](https://res.cloudinary.com/dscqcqtjn/image/upload/v1617394761/Apps/SharedSearches/12_hwj9uu.png)
2. Share the search
Select the saved link you want to share:
![Select a shared search](https://res.cloudinary.com/dscqcqtjn/image/upload/v1617395062/Apps/SharedSearches/13_ahaybd.png)
Select the leads to whom you want to share the link with:
![Leads selected to share the saved link](https://res.cloudinary.com/dscqcqtjn/image/upload/q_auto:eco/v1617395214/Apps/SharedSearches/14_l4xjp5.png)
It's recommended that you only select a maximum of 30 leads per round.
3. Click on the "Assign Lead to Searches" button
![Assign Lead to Searches button](https://res.cloudinary.com/dscqcqtjn/image/upload/v1617395342/Apps/SharedSearches/15_wht6id.png)
![Pop-up displays after completion](https://res.cloudinary.com/dscqcqtjn/image/upload/v1617395478/Apps/SharedSearches/16_vwwzcs.png)
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.
![Email that leads receive](https://res.cloudinary.com/dscqcqtjn/image/upload/q_auto:eco/v1617395571/Apps/SharedSearches/17_wwompd.png)
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
![Verify that your leads received the shared search](https://res.cloudinary.com/dscqcqtjn/image/upload/v1617395851/Apps/SharedSearches/18_d7mdpn.png)
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.
![Shared searches assigned to the lead](https://res.cloudinary.com/dscqcqtjn/image/upload/v1617396005/Apps/SharedSearches/19_zrc2cg.png)
If you click on "View Results", you'll see the properties that the lead will be seeing:
![Results of the saved link](https://res.cloudinary.com/dscqcqtjn/image/upload/q_auto:eco/v1617396106/Apps/SharedSearches/20_gocsse.png)
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.