User Guide:
How To use the Search Bar:
The search bar allows you to quickly locate subscribers, templates, properties, automations, emails and SMS, providing an efficient way to find the information you need.
What sections will appear when using the search bar:
When using the search bar the following categories will appear to classify the information further:
- Subscribers
- Properties
- Templates
- SMS
- Emails/Mailouts
- Automations
Subscribers:
When searching for a subscriber, the search bar displays up to 20 matching results. Each result shows the subscriber’s name, email address, assigned agent and current status (active, unsubscribed or deleted).
If the subscriber you’re looking for does not appear, selecting the see all subscribers will take you to the subscribers page. There you can search using the filter to further target your subscribers.
Properties:
When searching for a property, the search bar displays up to 10 matching results. Each result includes the corresponding CRM code, the listing agent, the property type (Residential, Rental or Land), and the current status (such as Current or Sold).
If the property you’re looking for does not appear, selecting See all properties will take you to the Properties page, where you can view all current listings.
Templates:
When searching for a template, the search bar displays up to 10 matching results. Each result shows the template name and the Template Group that it belongs to.
If the template you’re looking for does not appear, selecting See all templates will take you to the Templates page, where you can view all available templates.
SMS:
When searching for an SMS, the search bar displays up to 10 matching results. Each result shows the SMS name.
If the SMS you’re looking for does not appear, selecting See all SMS will take you to the SMS page, where you can view all SMS messages you have created.
Emails/Mailouts:
When searching for emails or mailouts, the search bar displays up to 10 matching results. Each result shows the email or mailout name and any associated categories it may be apart of.
If the email or mailout you’re looking for does not appear, selecting See all emails will take you to the Emails page, where you can view all available emails and mailouts.
Automations:
When searching for automations, the search bar displays up to 10 matching results. Each result shows the automation name and any groups it is apart of.
If the automation you’re looking for does not appear, selecting See all automations will take you to the Automations page, where you can view all available automations.
Need Help?
If you have questions about utilizing the Search Bar, contact:
📞 1300 855 982