Control how Matrix notifies you when contacts use the client portal (OneHome), and use Timeline for daily client activity.
Note: Text (SMS) notifications that relied on email-to-text are no longer supported. Canadian telecom services no longer support email-to-text delivery, so cellular phone and provider fields in portal notification settings are being removed. Use email notifications and Timeline instead.
Configure portal notifications
- Open Hello, [Your Name] > Settings, then select Portal Notification Settings.
- For each contact action (for example Visits Portal, Saves a Favourite, Dislikes a Listing, Adds Notes, Saves a Search, Email Unsubscribe), choose how you want to be notified:
- Notify me ASAP via Email
- Notify me via Daily Summary Email
- Display on Timeline
- Ignore Notify me ASAP via Text and any Text Notification Settings (mobile number / cellular provider). Those options no longer work and will be removed.
- Select Save.
Use Timeline
- On New Home, open the Timeline (client activity) area when shown.
- Review portal events such as favourites, discards, notes, and visits for the actions you left on Display on Timeline.
- Follow up with the contact from Matrix as needed (email tools or Auto Email criteria).
Tips
- Use ASAP email for hot buyers; use daily summary email when volume is high.
- Watch for email unsubscribe and related events before rebuilding Auto Emails — see Create an Auto Email in Matrix.