Editing Collaboraton Center Saved Searches and Managing Notifications

Managing saved searches in Paragon Connect allows you to stay on top of your clients' needs by customizing notifications, editing search criteria, and ensuring they receive timely updates. By regularly reviewing and adjusting their searches, you can provide a personalized experience that keeps your clients engaged and satisfied with the home-buying process.

This guide will walk you through how to edit, manage notifications, and delete saved searches, allowing you to fine-tune your approach based on your client's preferences.

• Edit Existing Saved Search
  • Agent Saved Search
  • Client Saved Search
• Managing Notification Settings
• Resending Invitations to the Collaboration Center
• Enabling a Saved Search
• Disabling a Saved Search
• Deleting a Saved Search

Editing an Existing Saved Search

By keeping saved searches up-to-date, you ensure your clients see listings that meet their evolving needs, leading to more relevant recommendations and better engagement. To modify an existing search:

Agent Saved Search

1. Navigate to the Buyer Activity page within your client's Contact Record.
2. Find the card representing the saved search you wish to modify.
3. Click More Options (), then Edit Search to open the search criteria.
   
4. Modify the search criteria such as location, price range, and property features to reflect your client's updated preferences.
   
5. Click Save () to apply the updates. These changes will immediately reflect in the client's Collaboration Center. Any matches that no longer meet the criteria and are marked as a Favorite or Possible are moved into Preserved Matches.
6. Click the browser's Back button to return to the contact record.

Client Saved Search

1. Click Menu (), then Contacts.
2. Find your client and click the Collaboration Center () icon.
   
3. The client's Collaboration Center will open in Agent Mode. Click Menu (), then .
4. Click View on the saved search card.
   
5. Click Filter () to open the search criteria.
6. Modify the search criteria such as location, price range, and property features to reflect your client's updated preferences. Then click Apply.
   
7. Click Save () to apply the updates. These changes will immediately reflect in the client's Collaboration Center. Any matches that no longer meet the criteria and are marked as a Favorite or Possible are moved into Preserved Matches.

Managing Notification Settings

Customizing notification settings ensures clients receive relevant updates aligned with their search preferences.

1. 1. Navigate to the Buyer Activity page within your client's Contact Record.
   2. On any saved search card, click More Options ().
      
   3. Adjust the following options:
      • Email Options: Choose who receives email notifications—whether it’s the client, yourself, or additional recipients. You can also add a personalized message for each search's notifications.
        
      • Notification Change Types: Enable or disable specific updates, such as new matches, price changes, status changes, and comments you've added.
        
      • Notification Timeframes: Customize how long the search is active for and how often you and your client receive updates (daily, weekly, or monthly).
        
        
        • Date Range: This determines when Auto-Notification emails start and end. It defaults based on your settings, but you can adjust it here to better match your client’s timeline. Click here to learn how to change your default settings.
        • Notify Frequency: The default frequency is set to Immediately for both you and your client. To change this to Off or Recurring, click the arrow next to the client or agent, depending on who needs a different schedule. Clicking Off will disable all notifications for this specific search. Click Recurring to set a specific time and schedule (daily, weekly, or monthly) and then click Apply.

Resending Invitations to the Collaboration Center

Resending the invitation is a quick and effective way to re-engage clients who may have missed their initial invitation or forgotten to bookmark the site. This ensures they stay connected throughout the process.

1. Navigate to the Buyer Activity page within your client's Contact Record.
2. On any saved search card, click More Options (), then Resend Invitation.
   
3. Write a message to your client, let them know they can click any link in the email to access the site and that bookmarking it is a great way to keep it handy.
   
4. Click Send.

Ensure your client adds email@paragonmessaging.com to their safe senders list to prevent emails from landing in spam.

Enabling a Saved Search

If you need to re-enable a saved search whose notifications have expired or one that you previously disabled, here’s how to do it:

1. In the Buyer Activity tab, find the card for the saved search you want to enable.
2. Click More Options () on the search card.
3. Select Enable Collaboration Center.  All previous buyer activity, including categories (Favorites, Possibles, and Rejected) and comments, will be restored.
   

Disabling a Saved Search

If a client has bought a property or no longer needs updates, disable notifications to prevent irrelevant emails. This keeps your communication focused, helping you maintain a positive, professional relationship with your client and avoid being marked as spam. Here’s how to disable a search:

1. In the Buyer Activity tab, find the card for the saved search you want to disable.
2. Click More Options () on the search card.
3. Select Disable Collaboration Center to stop further updates from being sent. Any matches not marked as a Favorite or Possible will be moved into Preserved Matches.
   

Deleting a Saved Search

Deleting irrelevant searches helps streamline the buyer’s experience and ensures only active, pertinent searches remain.

1. Go to the Buyer Activity tab and locate the search you wish to delete.
2. Click More Options () on the search card, then select Delete Search.
   
3. Confirm the action, and the saved search along with its notifications will be removed from both your saved searches and the client’s Collaboration Center.