AUTOMATE YOUR SMARTSEARCHES
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Creating prospecting lists has never been easier! Every single one of your SmartSearches can be scheduled to arrive in your inbox daily, weekly, or monthly. Follow these step-by-step directions to get started:
1. Login to the Knowland Platform.
2. On the "Dashboard" locate the 'My Searches' widget. Here, you will find all your SmartSearches. Click on a search to bring up the search result page. Pictured example: My Searches Widget.
4. From the search result page, click on the "Search Actions" menu and select "Schedule" or "Save & Schedule" from the dropdown list. This will open the scheduler.
5. In the pop-up, mark your selections for delivery preferences (steps 1 to 5).
Note: The delivery schedule determines how often you want to send the email. It also replaces the "Booking Occurrence" (date range) filter in your SmartSearch to ensure you aren't emailing the same search results over and over. For example: If you select "Weekly: Monday" you will receive an email every Monday that includes the past 7 days of data.
6. The selected user/s will receive an email titled "Knowland Scheduled Report" with a link to the search results.
For additional support, please email clientcare@knowland.com.