AeroIDX Snapshot Overview

These snapshot workflows help real estate agents stay on top of client activity by sending timely notifications and emails, surfacing saved-search updates, and keeping lead follow-ups moving. With these tools, teams can focus on the best opportunities and keep clients engaged without extra effort.

Workflows

Quick Navigation

Handpicked Listings Email Request More Info Saved Search + Immediate Send Saved Search New Property Check Saved Properties Price Drop Update

Handpicked Listings Email

Send a handpicked list of properties to a lead with a ready-to-go email that delivers the curated listings.

Handpicked listings workflow
  • Uses the handpicked listings email template
  • Delivers the listings exactly as prepared elsewhere
  • Great for personalized outreach without extra setup
Used for curated, handpicked listing campaigns.

Custom Fields Required

  • RC Send Listings Email Subject
  • RC Send Listings Email Message
  • RC Send Listings Email Content

Request More Info

When a lead requests more information, this workflow notifies the assigned user and confirms the request with the contact.

Request more information workflow
  • Uses the user notification email template
  • Sends the contact confirmation email
  • Keeps the conversation moving without manual steps
Ensures buyers, admins, and agents receive aligned information.

Custom Fields Required

  • RC Last Request Info Email Content
  • RC Last Request Info Buyer Notification Content
  • RC Last Request Info Admin Email

Saved Search + Immediate Send

Delivers new matches as soon as they are found, giving leads a fast, timely update on their saved search.

Saved search immediate send workflow
  • Uses the saved search new listings email template
  • Sends updates immediately instead of waiting for a daily digest
  • Keeps search engagement high with timely alerts
Drives instant saved-search emails when requested.

Custom Fields Required

  • RC Saved Search Updates Content
  • RC Trigger Immediate Notifications

Saved Search New Property Check

Finds new listings that match saved search criteria and delivers a daily update to the contact.

Saved search new match workflow
  • Uses the saved search new listings email template
  • Runs on a daily cadence to share fresh matches
  • Only sends when there are new results to report
  • Keeps saved search leads consistently informed
Keeps notifications aligned with the latest inventory.

Custom Fields Required

  • RC Saved Search Updates Content
  • RC Saved Search Results URL

Saved Properties Price Drop Update

Sends a daily summary of price drops on saved properties, so leads stay aware of new opportunities.

Saved properties price drop workflow
  • Uses the saved properties price drop email template
  • Runs daily at 9:00 AM
  • Sends one summary email with all price drops
Ideal for highlighting new price movement without spamming.

Custom Fields Required

  • RC Saved Properties Updates Content