Client Email Best Practices

Once you choose to Automate a search, you have further choices regarding how frequently it runs, what happens upon expiration, and who you would like to be notified. You can also preview and customize both the initial and follow-up emails.

If you choose to BCC yourself, you will receive an email notifying you it is a copy and not to forward it to your client. Note: Links within your email will not work for a client, and a client's emailed links will not work for you.

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• How Do I: Associate Multiple Email Addresses with a Client?

  Navigate to the My Clients page. Watch Video Click on your Client's name. Click Edit. Along with the Primary Email Address, you can add multiple additional email addresses separated by semicolons.

• Understanding Saved Searches and the Client Portal

  Saved Searches allow a REALTOR® to deliver timely, accurate listing information to their clients for viewing in a secure, private page that acts as that client's exclusive web portal. The Client Portal allows for interaction between the REALTOR® and ...

• Client Portal

  When you add a Client’s information to your contact list, connectBLC automatically generates a personalized Client web page for your Client, branded with your information. Here, connectBLC logs all of the communication between you and your Client ...

• Client Activity Notifications

  If your client completes an action in the Client Activity feed, you will receive an email to notify you. It is from this email that you can click the link to view the details.

• How To: Email Listings

  IF EMAILING TO AN EXISTING CLIENT: 1. Select the checkbox(es) next to the properties you wish to email. Click the email icon to the top right. 2. Ensure you are sending the correct amount of listings to the right person in your database; check the ...