A New, Client-Centered Saved Search Experience

Saved Searches have been redesigned to help you organize frequently used property searches, keep clients informed about matching listings, and understand how clients engage with the alerts you send.

The new Saved Searches experience is launching in beta and connects property searches more closely with the contacts in your Rechat account.

What’s changing?

When saving a property search, you can now:

• Attach the search to one or more clients.

• Send each client their own property-alert emails.

• Choose how frequently clients receive new matches.

• Create a new contact without leaving the Save Search workflow.

• Manage all saved searches from a dedicated table.

• Review delivery and engagement insights for emails generated by each search.

• Save a search without attaching a client when you want to use it for your own reference.

Important: Existing saved searches will be reset

Existing saved searches will not carry over to the new beta experience.

After the update, you will need to recreate any property searches you want to continue using. Alerts connected to previous saved searches will stop and will not resume until the search is recreated.

We recommend making note of any important search criteria before the new experience becomes available.

Save a search for yourself or a client

After selecting an area and applying property filters, select Save Search.

From the Save Search window, you can:

• Select one or more clients.

• Review or change the automatically generated search name.

• Choose an alert frequency.

• Save the search.

Selecting a client is optional. If you save the search without a client, Rechat preserves the search for you without sending property alerts.

Only contacts with an email address can be selected as alert recipients.

Create a client without leaving the search

If the client is not already in your Rechat account, select Add new contact from the Clients field.

After saving the new contact, Rechat adds the client to the search so you can finish setting up the alert without restarting your work.

Choose when alerts are sent

Available frequencies include:

• Instant: Sends the current matching properties immediately and sends another alert when a new property matches the search.

• Daily: Groups new matching properties into a daily alert.

• Weekly: Groups new matching properties into a weekly alert.

• Monthly: Groups new matching properties into a monthly alert.

• Never: Saves the search without sending property-alert emails.

Alerts are generated when new properties match the saved criteria. If multiple clients are attached, each client receives a separate email.

Manage saved searches in one place

Open Search > Saved to find the new Saved Searches table.

For each search, you can review:

• Search name

• A summary of the property criteria

• Attached clients

• The last update

• Email insights

Select a search name to reopen its results, adjust its criteria, and update the search.

You can also use the three-dot menu to edit the search name or attached clients, or permanently delete the saved search.

Understand client engagement

Select Insight beside a saved search to review the alert emails generated by that search.

Available reporting may include:

• Recipients

• Delivered emails

• Opens

• Clicks

• Spam reports

Use View to adjust the table’s row spacing, visible columns, column order, and pinned columns.

A more connected search experience

By connecting property searches with the contacts already in Rechat, the new experience makes it easier to move from finding properties to serving clients—all while keeping each search organized and its email performance visible.

For complete instructions, see Creating and Managing Saved Searches.