Table of contents
Basic Idea
MLS Boomerang is designed to add onTrackCRM tracking into the Auto Email feature of Matrix. Here are the similarities and differences;
Similar
- Client receives a link to the Matrix Client Portal
- All features of the Matrix Client Portal will still work (i.e. Favorites, Rejected, etc.)
- The concierge service will still send an email to you first. The listings you approve will be sent through the MLS Boomerang
Different
- onTrackCRM tracking will be added to the update emails so you can fully track your clients activity / interest
- You can compose a custom email message to your client
Compose an Email in onTrackCRM
- In onTrackCRM, go to the conact record that will receive updates
- Compose an email that your client will receive. (Hint: Start with the Sample Email below)
- Get the ID for the email you just wrote.
- Find the email you just composed
- Click edit to the right of the email
- Take down the record number shown in the address bar (i.e. record=406, 406 is the Email ID)
Sample Email
The sample email below is loaded as a Template in your ontrack email editor. Click Select Email Template button and click on the template called BOOMERANG:
If you want to copy and paste, click the Source button on your onTrackCRM email editor, then paste the Subject and Body below . After pasting click the Source buttton again to see the email in the visual editor.
Subject | Updated properties in $custom-mls_subject$ updated on $custom-mls_updated$ |
Body | Hi $contacts-firstname$,<br /><br /><a href="http://$custom-mls_url$">Click here to view updated property information</a><br /><br />Sincerely,<br />$users-signature$ <br /> |
MLS Boomerang Merge Tokens
Token | Used for |
---|---|
$custom-mls_url$ | This must be present for MLS Boomerang to work. Paste it into a hyperlink in your email |
$custom-mls_subject$ | Subject of email sent by MLS |
$custom-mls_updated$ | Date & Time update email was received from MLS. This is useful for gmail recipients because it will prevent emails from being grouped together as one conversation |
$contacts-firstname$ | First name on contact record |
$users-signature$ | Your email signature is not added by default. This token must be present for the email to contain your signature. |
Configure Matrix
Create a Contact Record in Matrix
- Navigate to My Matrix > Contacts
- Click Add at the bottom of the screen
- Complete the Personal Information form
- First Name: Your client's first name
- Last Name: Your client's last name
- Email Address: Email format is mls+instance@ontrackcrm.com, where INSTANCE is the name of your ontrack install
Example: if your ontrack install was mycrm.ontrackcrm.com, then you would enter the email mls+mycrm@ontrackcrm.com.
- Click Save
Create an Auto Email in Matrix
- In Matrix, construct a search as desired and click Results at the bottom of the page
- Click Save > New Auto Email
- Select the Contact you created in the previous step
- Enter a subject for the email update.
- NOTE: If you are using the token $custom-mls_subject$ in your onTrackCRM email, it will be replaced by the Matrix subject line
- In the Message field, enter the ID for the email you composed in onTrack during the 1st step. The format must be exact
- In the example in step 1, the Email ID was 406. The Email ID must be entered in the Matrix Message field using the format;
email:406;
- Select the schedule you would like updates delivered on
- Click Save
Advanced Topic
It is possible to send the same Matrix Auto Email to muliple onTrackCRM emails
- In the Auto Email message body described above, enter multple Email IDs separated by commas(,)
email:406,745,823;
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