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Creating Saved Searches for your Leads

Creating Saved Searches for your Leads

This article will explain how to create Saved Searches for leads that sign up on your KW-Placester site.

Important to Note

This feature only works for leads who have created an account on your site. It does not work for leads that you have imported or added manually. As of August 2017, all leads that fill out a lead capture form on your site will automatically have an account created for them. 

Theme Selection

At this time, creating a Saved Search is only available when you have the Madison theme selected. For more on selecting themes, see here.

Creating a Saved Search

First, you'll need to access the Leads section of your Placester dashboard. When logged in, go to the App icon and click the Leads tab, then select the name of the lead you want to create a Saved Search for.

Click the number next to Saved Searches to open the slide out settings panel.

The panel that opens will have a large (plus) button for you to add a new search for that Lead. The settings will be similar to what you'll see under your Global Filters and Featured Listings. Give the search a title and then add the criteria of the search. You can find out how to choose your criteria here.

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Once you've selected your criteria, you can add an optional notification that will display in the email that the lead receives for the Saved Search. After selecting your criteria and adding a notification, you can Save.

Need more help?

If you have additional questions about creating a Saved Search, let our support team know at support@placester.com

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