What Connect emails look like (from both the client and agent perspectives)

Manual email: Client's perspective

When you manually send an email from connectMLS, the subject line reads Property search results from <your name>.

This is what the client will see when they open the email (the email has been broken up into two images for demonstration purposes):

1. The message portion comes directly from the email template you choose to use when sending the email. The wording in the image above is from the Manual Listing Message Template.
   All email templates are customizable, allowing you to create messages (including the subject line) with your own wording.
   Click here for an article on customizing the connectMLS email templates.
   
   
2. Clicking the View Details button brings the recipient into their own personalized Client Portal and displays a detailed report for the selected property:
                        
   
   
   
   
3. The View All Listings button brings the recipient into their Portal and displays a thumbnail view of all listings sent in this one email:
                        
   
   
   
   The link directly below (Click here to access your home page) brings the recipient to the Dashboard of their Portal:
   
   
   
   There is also a link for the recipient to request a username and password (if they are having problems accessing their Portal).
   
   
   
                
   
   
   
   
4. The criteria you used when searching for the listings you emailed is included at the bottom of the email.
   
   
5. Your Business Card information populates the email signature. There is a checkbox at the bottom of the email screen (before you send the email from Connect) where you can include your business card info if desired.
   Click here for an article that walks you through setting up your Business Card. 
   
   
6. In compliance with anti-spam laws, there is always an unsubscribe link at the bottom of every email sent from the connectMLS system. 
   If your client accidentally clicks ubsubcribe and you can no longer send them Connect emails, follow these instructions to opt them back in.

Manual email: Agent's perspective

If you BCC yourself on an email that you have manually sent to a client, the majority of the email looks identical to the images above. The subject line reads Property search results from <your name> (Realtor Copy of Search Results):

1. The View Details button opens a detailed report of that individual listing in the Client's Portal. This allows you to see the listing as the client does:
                  
   
   
   
2. Clicking the Agent View (Login Required) link prompts you to login with your ID and password, at which point the listing will come up in the Full Detail report within connectMLS:
                  
   
   
   
3. The View All Listings button brings the you into the Client Portal and displays a thumbnail view of all listings sent in this one email:
                  
   
   
   
4. The Agent View (Login Required) link at the bottom of the email brings you into the Clients section of connectMLS and displays their Dashboard:
   

The major thrust of this message to you (the agent) is that it is a copy of the email the client received and you should not forward this email to anyone. If you forward this email, you are essentially sharing information about your client and the listings and messages you are sending them. DO NOT FORWARD THIS EMAIL.

There is also a link that allows you to view the listings yourself without running the risk of the information being changed from new/unread.

*****************

Auto email: Client's perspective

When you set up a client for a connectMLS auto email, there are three different types of emails that they can receive. The subject line and message in the top portion of each email template are completely customizable- you are in control of what they say (click here for details).

The bottom section of these emails are largely identical (and pretty much the same as the images in the manual email section above). This article concentrates on highlighting the differences in the top section of these three types of auto email notifications:

1. The Initial Notification email is the first email that goes out after you create the auto email. This email (also referred to as a Welcome email) contains all listings that currently match the saved search criteria you have set up for the client.
   The subject line of the email reads Matches for <client's first name> <search name>.
   
   For example, this email is going to a client whose first name is Charles and the name of their saved search is Ridgefield properties, so the subject of their email is Matches for Charles Ridgefield properties:    
   
                      
   
   
   
   
   
2. The New/Changed Listings Notification email goes out when new or changed listings come on the MLS that match the client's search criteria.
   The subject line of the email reads Updated Matches for <client's first name> <search name>:
   
                      
   
   
   
   
   
3. The Zero Match Notification email is sent for auto emails that are set to run on a daily or weekly schedule (as opposed to real-time). This is an optional setting when creating the auto email that sends an email when the search runs at its scheduled time but finds no new matching listings. It lets the client know that you're still on top of things for them, but there just aren't any new listings to send them at the moment.
   The subject line of the email reads <client name>, no new property matches today:
                      

Auto email: Agent's perspective

All of the emails you recieve as a BCC will say (Realtor Copy of Search Results) at the end of the subject line. The first part of the subject line will have the same text as the client's copy (Matches for <client's first name> <search name>).

Much like a manually sent email, your copy will look similar to your client's except for the section at the top of the email.

1. Initial Notification email
                      
   
   
   
   
2. New/Changed Listings email
                      
   
   
   
   
3. Zero Match Notification email
   The email subject says <client first name>, no new property matches today:
    
                      
   

To summarize, the agent's BCC email for both manual and automatic emails is identical to the email the client receives except that it includes a message at the top explaining that it is a copy and that it should not be forwarded. Even the subject line is identical to the client's email- it just includes text (Realtor Copy of Search Results) so you know immediately that it is your copy of their email.

The text within the email message is completely configurable, as is the subject line. We encourage you to check out the default email templates and create your own templates if you would like to add your own wording.

Click here for an article that walks you through customizing email templates.

*****************

Screener Email: Client's Perspective

After you set up a Screener search, you must go into the search results (which shows all listings that currently match your criteria) and select those properties you would like to send to the client.

The subject of the Client's email will say Property search results from <your name>:

Screener Email: Agent's Perspective

The Agent BCC of the Screener email is identical to that which the client receives. The major difference between the two is the subject, which says Property Search results for <client full name> <search name> (Realtor Copy of Search Results).

For this example, which is for a client named Charles McCheese and has a saved search name of Norwalk Properties, the full subject of the email is Property Search results for Charles McCheese Nowalk properties (Realtor Copy of Search Results):