The Welcome E-Mail

The Welcome Email is switched on and off in configuration by your super user.

As soon as you register an applicant they will have been sent a Welcome Email.  They also get the Weekly Email every Wednesday evening.  In all cases, they can click “Your Requirements” and change their match criteria.  They can also unsubscribe.  If they do this, you get a task and an e-mail to show you they’ve done it.  They can’t see your notes!

“All Suitable Properties” Tab

“Your Requirements” Tab

As stated previously, any changes made by the Applicant will automatically update Expert Agent and log a task and event to notify you of the change.