Send a match to your client as a campaign

A shortlist does nothing until the client has seen it. Every AI Match list and every Manual Match folder has one button that creates a campaign, makes a link your client can open, and gets the email ready to go.

Walkthrough video to followAbout a minute on screen, tidying one contact's match list, creating the campaign from it and copying the link it makes.

Check first

• The list holds only what you want the client to see. Take out anything you wouldn’t show them.
• You have edit access to the contact. If a contact was shared with you to view only, you can’t add them to a campaign.
• If you plan to email the campaign, the contact needs an email address on file.

Starting from an AI Match list

1. Go to Listing Match, with the toggle set to AI Match.
2. Click the contact’s card. Their list opens in the side drawer.
3. Tidy the list: bring a listing in with Add listing, and take out any you’d rather leave off.
4. Finish with Create Campaign & Share Listings.

Screenshot to followA contact's match list open in the side drawer, where Create Campaign & Share Listings sits at its foot.

5. The confirmation tells you the campaign has been created and gives you its link. Copy the link if you’d like to send it in a chat yourself.

Screenshot to followThe confirmation that appears once the campaign exists, with its name, the shareable link and the control that copies the link.

Starting from a Manual Match folder

Folders aren’t tied to any one client, so you choose who receives each one.

1. In Listing Match, flip the toggle to Manual Match.
2. Click the folder’s tile.
3. Choose Create Campaign & Share Listings.
4. Pick the contact the campaign is for.

Screenshot to followA campaign being made from a Manual Match folder, at the point where the agent picks which contact will receive it.

You’ll see the same confirmation, with the link ready to copy.

From a contact’s page

The Prospect Match section on a contact’s page can start a campaign too. Pick the listings you want to share there, then use the section’s campaign button. The campaign pop-up opens, and the shareable link is made when you confirm.

Screenshot to followThe campaign pop-up that opens from the Prospect Match section on a contact's page, after the listings to share have been picked.

Sending it

Connect your Gmail or Outlook account under Settings → Email Settings first. Then find the campaign in Campaigns. On its Basic Info tab, confirm the subject line and who it’s going to, then click Send now or pick a time under Schedule on. For the editor itself, see sending a campaign from a shortlist.

Lists built round a listing

Under By Listings, one list can go to several contacts together. It goes to the matched contacts you have access to. Anyone you can’t open is left off until their owner shares them with you.