Sending feedback directly to a client 🎥

2 min read | This article is for *Agents*

Getting There: 

• Any BrokerBay listing → Feedback tab

OVERVIEW

The BrokerBay system allows for configuring showing-generated feedback to be sent to your clients, either automatically or manually through the Feedback tab.

IN THIS ARTICLE

• Manually sending feedback to clients
• Automatically sending feedback to clients
• Automatically sending feedback to clients (global setting)
• Troubleshooting & FAQs

Manually sending feedback to clients

1. Access your BrokerBay listing and navigate to the Feedback tab.
2. Review the collected feedback from showing agents. Select Manage to proceed.
3. Select Send to Clients. Utilize the dropdown menu to choose the recipients for the feedback.

Automatically sending feedback to clients (per listing)

1. Access your BrokerBay listing and navigate to the Feedback tab.
2. Select Feedback Settings.
3. Locate the Notification Settings section on the Feedback Settings page. Activate the toggle for the relevant client(s) to enable automatic feedback delivery.
4. Confirm your changes by selecting Save.

Alternatively, when setting up showing instructions, enable automatic feedback delivery.

Automatically sending feedback to clients (global setting)

1. Access Account Settings from your profile dropdown menu.
2. Navigate to the Listing Settings tab.
3. Locate the option Automatically send feedback to sellers by default for active (existing and new) listings. Select the toggle.
4. Select the Save button to apply your changes.

TROUBLESHOOTING & FAQs

How can I ensure my client received the feedback email?

You can verify email delivery through the feedback email delivery logs.

1. Select the desired listing.
2. Select on the Showings tab.
3. Locate and select the specific showing appointment.
4. Select on the Email Delivery Log tab.

How can I collect agent feedback?

See Collecting Agent feedback.