To enable Daily Digest Emails, simply select the checkbox at the bottom of your agent profile.


1. Login

2. Click on your photo at the top right

3. Click on My Profile

4. Click on Edit

5. Scroll to the bottom of the page

6. Enable Daily Digest Email check box

7. Update Profile


There are 3 levels of daily digests (based on role).  Broker, Office Manager and Agent.  When a new agent/employee record is created in the system the daily digest is set to be on by default and users can turn this off on their bio if they wish.

 

The Broker Daily Digest includes the following information:

 

A list of Tasks assigned to the broker that are due "today"

A list of Events assigned to the broker that are happening "today"

A list of Messages for the broker that are unread that were taken since yesterday

A list of Leads that were active on the site since yesterday (all leads in the system)

A list of New leads created in the system since yesterday that are assigned to the broker

A list of Leads created yesterday that are unassigned

A list of Dynamic Form Submissions since yesterday

A list of Contact Form Submissions since yesterday

A count of total new leads in the system yesterday for the entire company

A count of Daily Updates (saved searches where the email is active) that were created yesterday for sales and rentals for all leads

A count of Favorite Searches (saved searches where the email is inactive) that were created yesterday for sales and rentals for all leads

A count of Favorite Properties that were created yesterday for sales and rentals for all leads

A count of properties viewed by leads yesterday on the system for sales and rentals for all leads

A count of searches done by leads yesterday of the system for all leads

 

 

The Office Manager Digest includes the following:

 

A list of Tasks assigned to the office manager that are due "today"

A list of Events assigned to the office manager that are happening "today"

A list of Messages for the office manager that are unread that were taken since yesterday

A list of Leads that were active on the site since yesterday and are assigned to one of office(s) that the user manages

A list of New leads created in the system since yesterday that are assigned to one of office(s) that the user manages

A list of Leads created yesterday that are unassigned to one of office(s) that the user manages

A count of Daily Updates (saved searches where the email is active) that were created yesterday for sales and rentals for leads that are assigned to one of office(s) that the user manages

A count of Favorite Searches (saved searches where the email is inactive) that were created yesterday for sales and rentals for leads that are assigned to one of office(s) that the user manages

A count of Favorite Properties that were created yesterday for sales and rentals for leads that are assigned to one of office(s) that the user manages

A count of properties viewed by leads yesterday on the system for sales and rentals for leads that are assigned to one of office(s) that the user manages

A count of searches done by leads yesterday of the system for leads that are assigned to one of office(s) that the user manages

 

 

The Agent Daily Digest includes the following information:

 

A list of Tasks assigned to the agent that are due "today"

A list of Events assigned to the agent that are happening "today"

A list of Messages for the agent that are unread that were taken since yesterday

A list of Leads that were active on the site since yesterday that are assigned to the agent

A list of New leads created in the system since yesterday that are assigned to the agent

A count of Daily Updates (saved searches where the email is active) that were created yesterday for sales and rentals for all leads that are assigned to the agent

A count of Favorite Searches (saved searches where the email is inactive) that were created yesterday for sales and rentals for all leads that are assigned to the agent

A count of Favorite Properties that were created yesterday for sales and rentals for all leads that are assigned to the agent

A count of properties viewed by leads yesterday on the system for sales and rentals for all leads that are assigned to the agent

A count of searches done by leads yesterday of the system for all leads that are assigned to the agent

 

 

The emails will NOT only send if all of the lists are empty and all of the counts are 0, basically if there was no activity there is no email, if any one of the lists has data or any counts are > 0 we send the email.  If any of the lists are empty we don't put that section in the email.