When AI Match has found a client their best-fitting homes, or you’ve hand-picked a shortlist in a Manual Match folder, the campaign takes a single click. Raptor Neo builds it for you: the listings attached, the client added as the recipient and a public link to those listings ready to share. There’s no list to put together again by hand.
What you need first
- An AI Match list with at least one listing on it, or a Manual Match folder that isn’t empty.
- To email it: Gmail or Outlook linked to your account in Settings → Email Settings, plus the client’s email address on their contact record.
From AI Match
- Open Listing Match. The AI Match view is the one you land on.
- Pick the client to open their match list.
- Review the Matched Listings, and use Add listing for any home that’s missing.
- Press Create Campaign & Share Listings.
- The confirmation holds the link. Copy it.
Behind that click, Raptor Neo creates the campaign and names it after today’s date and the client. It attaches the listings, puts the client in as a recipient and generates the link.
Starting with a Manual Match folder
- In Listing Match, change to Manual Match.
- Pick the folder.
- Press Create Campaign & Share Listings.
From there, everything works as it does from AI Match.
Write and send the email
The editor opens on the new campaign, its listings already set out in a template.
- Open Basic Info.
- Look under Sent to, where the client is filled in for you.
- Check the Subject and change it if you need to.
- Click Save.
- Click Send, or pick a date and time under Schedule on.
Find it again
It’s in the Campaigns list, with its status, the number of contacts it goes to and its related listings.
To get the link to the client over WhatsApp rather than by email, see sending a campaign link by message.
