Video Transcription

Hello and welcome to this week's edition of Delta Media Group's Tech Tuesday. I've got something cool for you this week. We have been getting requests for this for a long time, and I'm kind of happy to finally be able to show this to you because this solves a bunch of problems in a lot of different places.

What we've done is we've enhanced the save search system so that, instead of relying on customers to save their searches through the Delta net, or, through the Delta net, through the public site and saving them with all their criteria and then getting the email notifications, you can now save them through the Delta net.

Now, I know what you're thinking: you could always save them through the Delta net. Well, yeah, you kind of could, but now you can save them with additional criteria. You can force one to go out instantly, so when you set up a saved search, you can fire it off right when you set it up with all of the current results, and then go back in and then they'll ultimately receive one every time a new thing comes in that matches their saved search criteria. You can go back in and modify them. You can even define specific listings that you would like to leave out of the save search. So this is a cool one.

Without further ado, let's go into the Delta net, and I'll show you how it works. To set up save search, you'll set them up, basically, the way you did before, which means we'll go down to customers and customer center. We'll find the customer we wanna set a save search up for. Let's go with Jimmy McGill. We'll set him up with a home finder email. A home finder email is just out system's name for the save searches.

Now, keep in mind that anywhere you can click on his name, you could get to this profile page and set up the saved search. You could actually do that from your homepage as well. If I'm on the welcome page and I go down to my customer activity, if I have customers with recent activity here, I can just go down here and click on it. I could also even get there from my processed leads page. Go into processed leads, find them based on whatever criteria I want, and click on their name. That'll take you here.

Now, we'll scroll down to the saved searches and the market watch report section. You can see I have some set up in here already. As it is with the existing saved search I have, you can click on managed to go in and modify this existing saved search.

In this case, we'll start from scratch and build a new one. I'll go to add a saved search. It's gonna take me over to the saved search page, I promise. There we go. On the saved search page, I can now choose, basically, the options that would be available to me on the public side. I can either set this up by the name of a market, so I would just click here, type in a market name, and it brings up the autocompleter where I can select from my results there.

Something to keep in mind with this one is ... Well, it basically works the same way as the public side one, so you can go in with this quick search if you type something in. On this site, we're not seeing actual live data. We're just seeing test site data, so you're not gonna see all the same things here in my example that you will. But, when you go in and set one of these up, you'll see city names and counties and subdivision and everything from all over your own area.

You can go in here and select your area, and it narrows the listings below, automatically, down to the area you chose. Now I can also go in here, and if I wanna narrow it further, I can add in additional areas. Now, keep in mind when you're adding areas here, what it's doing is it's not really narrowing, it's adding additional areas.

The main function for this is if I wanted to go in here and add, say, three or four different school districts. I could go in here and just type in the school district name, pick it, type in the next one, pick it, and add them all to the list. Then, my results set down here would show all the results from all of those school districts, so it's not really narrowing like that. That works basically the same way the public side search does.

My other option ... Let's go back over to ... Bounce my mouse around for a while. There we go. Back to Jimmy's profile page. Now, if I go down here, I can add a saved search and choose by radius as well. That'll give me the radius map where I just have a circle, and I can define the location and the size of the circle and do it that way. Or, I can click by area, and I can draw a polygon. It's just a point based deal. Everywhere I click it puts a spot, I close it, and there's my polygon, my ridiculously shaped polygon. Next ... And there's my polygon area. It's only showing results from that.

Similarly to the public side saved search system, I can now go through here. I can define property types, so I can do statuses here. If I wanted to return ... If you have data for coming soon listings, I could check that here, and it would narrow this search to only coming soon. Those are kind of few and far between though. It just depends on whether you have data or whether your site has data for those.

I can narrow it by land, and you see that expands out. If I wanted only single family or if I wanted only land listings or only residential land. You have all these same options for property status and property type that you have on the public side, and you can see that this page down here updates as soon as I select something up here.

I can go to property details. I get price, beds, baths, all the standard criteria there. Again, all stuff that's available on the public side. Then, same goes for filter options. These are all my home filters that also are available on the public side search.

Lastly, once I have defined ... Let me pick a couple of things here just so you can see what they look like. Let's do the old tried and true three bedroom, two bath. Now, as I put in all the criteria, because this is a test site you see I don't have any results for these, but, when I go over here to search summary, I can see a summary that shows all the criteria I have chosen under any of those drop downs. That way, it's really easy for you to go in, make a bunch of selections there, and then go down to the bottom or go down to this search summary and see everything you've selected without having to jump through every one of these menus and find it.

There we are. Go through your search summary. Now, once you've got your search all set up the way you want it, you can go over here to save search settings. We can give the search a name. We can have email notifications on or off. Let's say, for example, we want the customer for be able to log in to their account and bring up the results of this search but we don't want them to get any emails. We can leave that turned off. You can see we don't have any additional options, so we would name it, leave that turned off, hit save, and that would be all there is to it.

If we have email notifications turned on, we can choose how often we would like the system to check for new listings. Instantly means it's checking all the time. If it finds any new listings that match it, it will send an email out to the customer. We can choose whether or not it will include open houses. Those would be, at the end of the week when there are open houses that come up, it will send out an email notifying them, even if there aren't any new listings, it'll notify them if there are any new open houses.

Lastly, I can select to send the results now. If I select that, it's gonna send my initial set of results here, when I click the button down here. From that point forward, whenever a new one comes up, it'll send them another email with the new listings. If I don't have this selected, when I save it, it's just gonna save, and it'll only start sending them when new listings come up that match their criteria.

Those are your options there. The additional thing you can do is, if I say send search results now, I can put in a custom message. Message. What this message will do is appear at the top of that initial email. It will send them the email that has all of the first set of results like everything that I'm looking at here, the current set. Then, at the top, it'll have a heading that is this custom message, so that'll fill in the top of the email. Then you click save search and send results. It'll send them out the results and keep that search saved so that when new stuff comes in, it'll send them emails automatically from there on in.

All right. The next thing you can do here ... Let's say that you're modifying an existing saved search. You come in here, you're looking at the same page I am, and let me get some results up here. There we go. Take our prices out. There we go.

Let's say that I'm modifying Jimmy's existing search. I came in here. I'm looking at a search that was already set up, and the only thing I wanna do is, he's notified me that he thought he was interested in listings from 150 to 300,000, and he's changed his mind. Now he only wants to see 250 to 350.

I would go in here. I would go to property details. I would change the price, and then if I don't wanna go through the rest of the settings or change anything else, I can just go over here to the right, and I can click on the little floppy disc icon here. You know there are people now that don't realize that's a picture of a floppy disc? Kids these days, man. Anyway, click this, and that'll go ahead and save the search for you so you don't actually have to go through the additional search settings. You just wanna save it quickly, you just click right here and that saves it. You can see the little tool tip pops up when you roll over it.

Now, the last thing you can do here is, when you go into this and you bring up these search results, let's say that you know by looking at these listings that there are some that customers just not gonna be interested in.

Let's get rid of my ... Let's open my polygon up, actually. You'll see you can go in locations and edit that polygon so you can modify searches once you've created them. The idea here is the versatility of this whole thing.

Let's say I'm looking at my search results and, based on what I know about this customer, what I know about what they're looking for, I can see in this list that most of these match the technical criteria for what they're looking for. They're in the right area, they're in the right price range, right number of beds and baths, but I know that they're not interested in owning a planet. I can go here, and I can click remove from email, and that takes that one off the list. I can do that for all of these. I know they don't want a football stadium either, so I'll remove from email. They don't want a logo. Remove from email. This one doesn't have any pictures, so I don't wanna send that to them. Remove from email.

Now that I've removed all those, I can send them this results set, and it will exclude all the listings that I've chosen to exclude from it. That way I can custom tailor the search results that'll go out to the agent. The system will also keep track of those removed listings, so if I go back into edit this later on, I'm not gonna have to remove those again. Those should already be gone for me.

That way, I can send them their set of results and set them up for email notifications. Then, let's say in a couple of weeks I notice something pops up or maybe they don't remember getting the last email and you talk to them and they say they want you to send them the results set again, you can go back in here, and it'll remember the ones you've excluded. Just click send, and you would do that the same way. Back to saved search settings. You would check the send results now box, type in your message, and say, "Hey! I'm resending you this." Then click save and send results, and it would fire them off.

Now, also, if you cleared out listings by accident, you have this button here that allows you to remove those listings you've cleared out. That way you can kind of clear out that setting if you remove something by accident.

There you go. That is all there is to it. That is the new saved search system. As always, if you have any questions or concerns about the new saved search system or anything else, feel free to give us a call or send us an email at support@deltagroup.com. Can also comment on our Facebook or YouTube videos. To get notifications of these videos when they come up, go ahead and subscribe to our YouTube channel or follow like and share our Facebook page, and you'll get notifications when these come up.

Thanks a lot for joining me this week. I will see you next week with something new and exciting.