Use this article to start conversations with invited clients in Messages, share listings from Search or a Listing Detail Page, review reactions in Shared properties, and find new messages.
Share listings in Messages
Share one or more listings with a contact in Messages. Each time you share, enter a message of up to 1,000 characters.
Start from where you are viewing the listing:
Search results: Select the checkbox next to each listing you want to share. Click Actions, then select Share via Message. Actions shares all selected listings, even in Preview.
Preview: Click a listing in your search results to preview it. Click Listing Actions, then select Share via Message to share only that listing.
Listing Detail Page: Click Actions in the upper right, then select Send as in-app message.
Steps:
Select a contact
Click Share
Enter a message in the Include a message field
(Optional) If the contact has not been invited to Perchwell, select Invite this contact to Perchwell
Click Send
The listings are sent to the client in Messages, or by email to a contact you have not invited. If you selected Invite this contact to Perchwell, the contact also receives an invitation.
Invite a client before messaging them
Conversations in Messages are available only for clients you have invited to Perchwell. Invite Clients to Perchwell and Resend Invitations explains how to invite a client from the Contacts page.
Share Listings with Clients from Search covers sharing listings with someone you have not invited by email, text message, or public link.
Start a conversation in Messages
Start a conversation with an invited client from the Messages page.
Steps:
Hover over the left edge of the page to open the Messages panel
Click the pencil icon labeled New message
Select the contact you want to message
Enter your message in the Send a message field
Click the paper-plane icon to send
The conversation opens with your message.
Contacts Page Overview covers starting a conversation from the Contacts page.
Review client reactions in Shared properties
Review how a client reacted to listings you shared in Messages from Shared properties in your conversation. Clients can react to each listing with the Reject (X), Maybe (question mark), or Like (heart) icon.
Filter the listings by reaction:
All: Every listing you shared with the client.
Undecided: Listings the client has not reacted to.
Maybe: Listings the client marked Maybe.
Liked: Listings the client liked.
Rejected: Listings the client rejected.
Steps:
Hover over the left edge of the page to open the Messages panel
Select the client's name to open your conversation
Select a filter at the top of Shared properties
Shared properties shows the listings that match the selected filter. Select a listing to open a chat thread about it.
Get notified of new messages and find them
Perchwell notifies you when an invited client sends a new message:
Email: Perchwell sends you an email.
Green dot: A green dot appears on Messages in the top navigation.
Push notifications for new messages are not available in the Perchwell mobile app. Message Clients in the Perchwell Mobile App covers Messages on your phone.
Steps:
Hover over the left edge of the page to open the Messages panel
Select the client's name with a notification badge on the right
The conversation opens to the client's new message.
Things to Know
Conversations in Messages cannot be deleted.
When you message a client, Perchwell sends them an email from no-reply@perchwell.com with your name as the sender. Replies to the email appear in your conversation with the client in Messages and in your email inbox.
Invited clients can send and receive messages through their Perchwell client portal, their workspace for collaborating with you.