When you invite contacts to search homes on your branded Connect site, you can now
attach a default saved search to the send. The moment an invited client
accepts, that search is created on their account — so they immediately start
receiving matching listing alerts instead of arriving at an empty search page.
What’s New
- Attach a default search to any invite send. In the invite modal (email or
SMS, single contact or a whole segment), turn on “Apply a default saved search
when they accept” and set the criteria — locations, price, beds/baths, home
type, and more — plus the alert cadence. - Reusable templates. Build a search once and save it as a template, then pick
it as the starting point on future invites. You can tweak the criteria inline
before sending without changing the template. - Applied automatically on accept. As soon as the client registers, the search
is created for them (attributed to you) and alerts begin per the cadence you
chose. - Fully editable afterwards. The applied search behaves like any other Connect
saved search — the client can edit or pause it from their account, and you can
manage it from the contact’s Saved Searches tab and your Connect dashboard. - No duplicates. Re-accepting, or a client who already has that exact search,
never creates a second one.
Migration
No action required. Invites without a default search work exactly as before;
add one whenever you want new clients to start with a ready-made search.