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July
28

In this episode of Tech Tuesday, Harley Wolfarth demonstrates how to use the DeltaNET 6 Property Search tool to send and save listings to your clients.

 

Using the DeltaNET Property Search Video Transcription

Harley Wolfarth:

Greetings and welcome to another edition of Tech Tuesday presented by Delta Media Group, where we've always wondered if when Phil falls asleep or otherwise loses consciousness at the end of the day, the day resets and he starts the same day over. What would happen if he took a nap in the middle of the day? Like we just wanted to take a half hour cat nap or something, would he wake up a half hour later the same day or would that reset him to the next day also? I don't know, we've just always wondered.

Harley Wolfarth:

So what we're going to look at today is the DeltaNET property search. So what this allows you to do is perform a search in the DeltaNET and then you have some functionality around that that allows you to send out your listing results in an email, or you'll use the same interface to create a saved search for your customers so that the system can automatically send them new listings when they come on the market and those listings match their search criteria.

Harley Wolfarth:

So we'll take a look at both and show you how those work and what you can do with them. So first off in DeltaNET 6, to get to the property search in the DeltaNET or to get there directly, we can go down to listings and just click on that and take us to this listings landing page where there will be a property search tile in there by default.

Harley Wolfarth:

Now, as these tiles are customizable from one company to the next, you may not have this tile here, generally though you can also search for that page by just going up here to the search box and typing in property search if you spell it correctly. There we go. And that brings up a result under navigation here where I can click on property search, and that takes me straight to that page.

Harley Wolfarth:

Now, once I'm here, this works like a standard property search, very similar to the way the front end works. So I can search by a variety of different criteria. By market will allow me to type in a market name and that could be a city name, a zip code school district, or one of a number of things, And it'll bring up all the listings that match that particular search criteria.

Harley Wolfarth:

I can also do this by radius where I can define a center point and the radius of a circle on a map. I can do it by area, which works in much the same way only it allows me to draw a shape out instead of going with a circle. And then I can also do this by boundary where I can select from different boundary areas. And that would include areas that we've pulled in from public record as well as any custom areas that your company may have built on the back end of the DeltaNET where you can really fine tune a custom area to define something that's not going to be in public records.

Harley Wolfarth:

So for example, we're in Canton, Ohio, and there was an arts district downtown, so what we've done is gone in and created a boundary for that by just going into a map, drawing an area or drawing a polygon around what we know to be that area, and then saving it in the system so that can run searches based on that.

Harley Wolfarth:

So first off we'll click on market and you can see it opens up this little location drop down, and then I'll just type in my market name, and you can see it brings all the results up in the dropdown here. So I can select from those. So we'll go ahead and select Canton city. So there we go. I can add additional areas in here also, so if I wanted to add in Massillon. Now this is all test data, so we'll have to see what... Apparently we don't have anything set up in Massillon as far as our test listings go.

Harley Wolfarth:

How about Akron? Here we go, we get Akron city. So if I click on that, you can see it adds in results from Akron city and you can see my results found went from 48 to 51. So what it did is it found all of the listings that are also in Akron and it added those to my search results set. Now, if I want, I can click the X to remove those also. So we'll go ahead and remove both of them.

Harley Wolfarth:

Now, the next thing I can do is I'll click on this plus sign, and you can see it opens my menu back up. So if I want to do one by radius, so we'll click on radius. It gives me a map here, and I can go ahead and I can center this map on a specific address. If I can type, there we go. There we go, so it found that address. It centers my circle there. And then I can back out a little bit if I want to and expand the circle by just grabbing that tab or that little toggle there.

Harley Wolfarth:

And that allows me to define my area that way. Now this is particularly nice if you have a customer that say they only want to live within five miles of where they work, so you could put in their work address, and then you could just pull this circle out to five miles, and that gives them that five mile radius. It's a little hard to eyeball five miles sometimes. We're getting there. There we go, that's pretty close. So you get the idea, and then you can also drag around the center. There we go if you want to center it on a different point.

Harley Wolfarth:

So we'll back out of that one. We'll go back into our locations. We'll do one by area. So for this one, I can draw polygon. This is specifically nice for neighborhoods and things. So I can go ahead and zoom in. Here we go. And let's say, I wanted to highlight this neighborhood right here. I can use my polygon tool and then everywhere I click, it's going to put down an anchor, and it really allows me to fine tune the size of that box.

Harley Wolfarth:

And you can see when I close it, it encloses the area, so now the results included in this search will only be those within this box. And then I can also grab these little toggles here and I can adjust the size of that or the shape of that if I'd like. Here we go. Really odd-shaped neighborhood.

Harley Wolfarth:

So we'll close that one. And lastly, we will take a look at boundary. So we'll click on that plus sign again and go by boundary. Now for boundaries, you want to make sure that you get pretty close to the neighborhood you're going for on the map ahead of time. Now, the reason for that is because when I select a boundary type, it's going to produce another dropdown menu that shows me all of the boundary types or all of the boundaries of that type within the map area I have shown here.

Harley Wolfarth:

So go ahead and narrow back down on Canton again. Here we go. And you can see all the different options we have here. So these ones toward the top are all the different public record boundaries, so school district, school attendance zone. We're getting all that from public record, but then region, district, and neighborhood down here at the bottom. Those are actually the custom built areas. So those are built on the admin side at the company level. So that is how it would get to those.

Harley Wolfarth:h:

So we'll go ahead and go with school attendance zone. That's kind of a fun one. You can see it thinks about it, and then it's going to show me all of the different schools that are in my area. And then I can just click on one to grab it's attendance area. So let's say we wanted everyone going to Canton South High School. Why not? And there we go, so you can see it draws that area in there. So we'll go ahead and hit next. And now these are all the listings that are currently available within that area. Again, this is test data, so this isn't really accurate, but that gives you the idea how it works.

Harley Wolfarth:

So from here, I'll go ahead and clear that one out, and we'll just add one in by market so we have some results to play around with here. Canton, the tried and true test area. There we go. So now we have all of our listing results loaded up. Now, from here, we have all the same property search options that we normally have.

Harley Wolfarth:

So if I go to property type, you can see, I can narrow this down by property category if I wanted to include contingent or pending or coming soon listings. I can also narrow down all the different areas here if I want just land or if I want it to include land or if I wanted to narrow this down to single-family. So I have all those options here.

Harley Wolfarth:

The one thing of note here is that if I were looking at live data, we would have an additional dropdown at the top that shows us MLS specific search fields. So it gives us some additional criteria, but those search fields only work for a single property category or property type at a time. So if I have both residential and land selected, because some of those options are residential specific and some are land specific, we can't show them if you're looking at multiple property categories. So just keep that in mind. If you do select more than one of these, you'll lose those MLS specific options. And those really let you fine-tune the search. So mostly they make the most sense for a single property category anyway because they're all about really fine-tuning a really specific search. So, so keep that in mind. So we'll close that out.

Harley Wolfarth:

And now if we go to property details, you can see, we have options for when it was listed, price, how recently a price was reduced or increased, beds, baths, square foot. So we have a lot of the standard search fields in here. We'll go ahead, two-car garage. There we go, not even worth looking at a house that doesn't have a two-car garage, right? Right? Well, that might not be the case for everybody.

Harley Wolfarth:

So we'll close that out, and then under filter options, again, these are basically the same options available on the front side property search. So you can really use these to further narrow down the results here. There we go.

Harley Wolfarth:

Now we also have company options here, so if I were looking to just show results associated with a certain office, I would have the ability to do that. This is particularly nice if you want to send out a mailer that says here's all the new listings in one specific office that are currently featured or have an upcoming open house, that kind of thing. So it just helps you narrow it down by the company's listings. And you can see when I click on it and I can select a single or multiple offices here, and I can even search by office name if I have a lot of offices. So we'll close that out.

Harley Wolfarth:

Now, lastly, we have the search summary here. Now this is kind of cool in that first off it shows you all of the different options that you've chosen. So instead of going through each of these drop down menus to see what you have selected, this thing will give you that information right upfront. I can also click reset to just reset all those options and start over. And then next I can go in and I can save this template if I want.

Harley Wolfarth:

So if, for example, I get a lot of customers pretty commonly that are looking for listings that are between $150,000 and $200,000 and 2000 square feet and three bedrooms and two bathrooms. I could put all that criteria in this search, and then I would give it a name, my custom search template. I'll probably give it a more specific name if I were doing that and then click on save, and that will save this template.

Harley Wolfarth:

Now, the nice thing about that is if later on I come back in here and or I go in through a customer and I'm trying to save a search for a customer, instead of going through and selecting all those options, I can just select from my templates and it will set all of those options on my search, but for the area that I've put in for that customer. So the idea is that I can have that criteria, but attached to different areas as I go through and add searches to different people. And it's just a nice, easy way to shortcut you there.

Harley Wolfarth:

So I'll hit save, I'll save my template. Why not? You can see my template has been saved. That's good news. There we go, and it resets the page for me. Now, from here, once I have my results set, all figured out. And I've just defined the listings that I want to go with here. I have some options up here to send out a bulk email that has those listings.

Harley Wolfarth:

Now, the way this works is this will populate an email blast with the listings on the current page that I'm looking at. So I have this set of 30 results per page, so that means it's going to populate an email with 30 results or 30 listings.

Harley Wolfarth:

If I wanted to show more, I could bump this out to 60 per page, assuming I have that many results, and I could show 60 listings in my email. So I've got some options there to control how many listings show up.

Harley Wolfarth:

Now, the next thing I can do is I can go up here and click on customized results, and you can see it adds a couple of buttons down here. This allows me to remove listings that I know I don't know what to include in that email. So that just takes those out. And then I could also select a listing to feature in that email. And what that would do is put that listing in its own section above the rest of the results. So by its nature, that way it is featuring that listing over the others, and then it'll show the rest of the listing results down below it.

Harley Wolfarth:

Now, the next option I have here is I can click on feature open houses, and what that'll do is it'll find all the listings in this result set. So not just this page, but the entire result set and find any that have an upcoming open house. And if they do, it'll put those in their own section up at the top of the email as well. So it's just an additional option to change the way that email shows up.

Harley Wolfarth:

So in this case, I'm going to uncheck that because I don't have any open houses in here anyway, and we're going to click on email results. Now I didn't select anything to be featured. So there won't be a featured section here, but you can see that took me over to the message blasts page and we're on email blast. And now from here, I set this up like any other email blast.

Harley Wolfarth:

So I'll go into the to field. I can select from my customer groups here. I can select individual customers. I can type in a customer name, and it'll narrow it down for me and would also work if I typed in an email address. And I can select my recipients there. And then I have the same options in the CC and the BCC fields.

Harley Wolfarth:

Now I can also set a send on date. You can see it's set to the current date by default, but if I wanted to change that to say send this email at the end of the week, something along those lines, I could change this date to whatever I want. I set my subject line. I can add a small file attachment here if I want to. And then that's all there is to it. So here we have our email all laid out. This is what it looks like. You can see all the listings have dropped in there from that page one. And when I send this out, there'll be a link on each of these emails that takes the user through to my website so that they can view the listing detail page or they can contact me straight from here.

Harley Wolfarth:

So there you have it. Once you have it all set up, everything looks the way you want, you just go down here and click on send and that'll send out your email blast. And then it will show up down here in your email blast history just like any other.

Harley Wolfarth:

Also, just like any other email blast, I have all the same options if I wanted to save a draft of this or save a template. And because this is a full WYSIWYG editor here, I can actually add in my own content as well. So it drops in this table, but if I didn't like the way this looked, I can just click in here.

Harley Wolfarth:

There we go. So that gives you an idea of the kind of thing that you can do here. So there you go. Now, that is how you can go to the property search in the DeltaNET and set up an email blast with various criteria and various customizations as far as the email blast itself.

Harley Wolfarth:

Now, the next thing you can do, we'll go ahead and close this out. You'll notice that when I clicked on email template or email listings, it opened up the email blast system and a new template or new browser tab. So that's convenient for me in that to go back to it all I have to do is close this tab out and I'm still here right where I left off. So that's nice.

Harley Wolfarth:

Now, the next thing I can do here is I can use this same interface to create a saved search for a customer. So the way I would do that is I would go to my customer's profile page. Now I can do that either by clicking on CRM to go to my CRM landing page, and I can go to manage customer if I have that tile turned on for my company and then put in a customer name, and that'll take me there. So this would be an autocompleter. I just type in their name, select them, and that'll take me straight through to their profile page.

Harley Wolfarth:

Alternatively, I could type their name up here in this search box, and that would open them up in the autocompleter here, and take me straight to this page also. Or I can even go to CRM and click on customer center, just like you could in DeltaNet 5 to take me there. So there are a number of different ways to get to this profile page.

Harley Wolfarth:

Now once you find your way here, we're going to scroll down to save searches and market watch reports, and we're going to click on add a saved search. There we go. There should be a very familiar looking interface at this point. So I'll click on by market. We'll go ahead and do the tried and true Canton again. There we go.

Harley Wolfarth:

Now it has found our results in Canton. Now all the rest of these options are the same. So all the search filters, all of that stuff works in exactly the same way. And if I go to search summary, you can see that's laid out. But now here under search summary, if I wanted to use one of the templates that I created in the property search by going there directly, I can click here, and I can select from any of my save templates.

Harley Wolfarth:

So I'm going to go my custom search template, the one I just made, and you can see that it narrowed all the listings down. It also showed me what my selections were here. So nice and convenient. And now once I have my listing set put together or basically the search that I want to save for this customer, so I have that all assembled. I can go to save search settings. I can give it a name, and this is the name that's going to display for the customer and also show up in the saved searches interface in the DeltaNET. So I can easily differentiate their searches.

Harley Wolfarth:

My next option here is to have message notifications turned on or off. If I turn this off, you can see it drops the rest of those sections because at this point, it's just saving the search in the system. So the customer could come to my website. They could log into their portfolio account and run this search and see that I saved the search for them, but they're not going to get any notifications when new listings come on the market that match the search. So if I have that turned on, they will.

Harley Wolfarth:

The next thing it will do is I can determine how often the search were run. So this is basically how often it will check for new listings. And then if it finds any, notify the customer. So right now it's on every two days, but you see I can go all the way out to every 28 days, or I can go all the way down to instantly. So if I do instantly, the search is running all the time. And then if it finds new listings, it'll notify the customer. So that is definitely the way that they will get informed the fastest if a new listing does come on that they might be interested in.

Harley Wolfarth:

Now, the next thing I have here is I can set this up to send an email notification in which case it'll send the home finder email, which has all these listings in it that they can select from.

Harley Wolfarth:

Alternatively, if this customer has opted into receive SMS messages and I have a mobile number for them, I can select SMS and it will send them a text message whenever a new listing comes on the market that matches their criteria. And then they can click on the link in their text message to go through to the website and see the results. So as an additional option, that is kind of handy to a lot of people. More and more people are working almost exclusively through SMS and through their mobile device, so that can be very convenient for people that want to receive messages that way.

Harley Wolfarth:

And then the next thing I have down here is I can turn the open house notification on and off. And what this will allow is toward the end of the week, if there are no listings that match or no new listings that match the criteria for this search, it'll go ahead and send the customer an email that lets them know if there are any open houses that match their search criteria.

Harley Wolfarth:

So even though it's not a new listing, an open house could still be interesting because maybe they'll want to see an open house for a listing that matches their search information. So there we go. So I would just turn that on if I wanted that email to go out or off if I don't.

Harley Wolfarth:

Now the next option here is I can choose to send the results right now. The cool thing about this is if I set it up without that box checked, the system is basically assuming that the customer has already seen the initial set of results that match the search criteria. So it will only send them out notifications when a new listing comes on the market that matches. If I check this box, it'll send them an email with this full result set initially, and then from that point forward, it'll only send them the new ones. So that's the reason that I would use that check box. And I can accompany that with a little message. These are some listings I found for you.

Harley Wolfarth:

There we go. So now at that point I can save this as a search and send the results out, or I can just email the results set. So we'll go ahead and hit save search and send results. Now we can see it's saving the search for the customer. It's been saved, and it fired off the email to the customer. So they got that initial result set.

Harley Wolfarth:

Now from here on out, all I have to do is sit back and let that search run. Again, they can log into their portfolio account and they can see that if they want to make any changes to it, or I can go back in and I can edit it later on. So we can find it here. Canton garage saved search is the one I set up.

Harley Wolfarth:

You can see, I have some options. If I want to be copied on this saved search email, I can check that. And then I can also check an option to have any new listings that this search finds automatically saved to this customer's listings so that they can review those as saved listings also.

Harley Wolfarth:

Now, if I want to delete it, I can just click delete and then click confirm, and that would verify that I want it deleted and this search would go away. Or if I want to make changes to it, I can click on manage, and you can see that takes me back over to the search page so that I can make any changes and resave it.

Harley Wolfarth:

Now the last piece, very similar to when I set this up as an email blast, if I were going from the property search alone, I do have an option to remove from email any listings that I know the customer might not want to see. So this one doesn't have a picture. I don't like that one. So we'll remove that. And I know that they don't like Christmas. This looks too snowy and Christmasy, so we're going to go ahead and remove that one. Here's another, no picture. There we go. So I could do all that before sending them the initial results set so that they don't get a bunch of listings that I know they're not going to be interested in.

Harley Wolfarth:

So there you have it. That is how you use the property search system in the DeltaNET to send out an email blast with a group of properties and also how you can use that same interface to create a saved search for a customer that will then notify the customer either via email or via text message whenever a new listing comes on the market that matches the kind of thing that they're looking for.

Harley Wolfarth:

So if you have any questions, comments, concerns as always feel free to give us a call or send an email into support@deltagroup.com. We'll be happy to walk you through whatever you need, and I will see you again next week. Thanks a lot for joining me.

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