Premium + CRM clients can create and send custom emails to their lead database.

Sending a New Email

The Send Email feature is meant to send-one off emails to small groups of leads or single contacts. This feature is separate from Automated Marketing Campaigns, where a series of emails are pre-set and leads are added to the campaign. 

We recommend setting up email and calendar integration between your email and the control panel for improved deliverability for your sent emails.  

Note: To ensure that your emails don’t go to spam, users are limited to emailing a maximum of 500 recipients every 24 hours.  

Note: To prevent your email from going to your contact’s spam folder, the email will not be sent instantaneously to all leads on your send list. To improve deliverability, expect the email to be sent to a lead every 2 minutes. For example, if you select 15 leads to send an email to, it should take about 30 minutes to finish sending to all 15 leads.  

In the Control Panel, navigate to Communications > Send Email > New Email. 

To send an email, you must fill in the Subject Line field and add at least one contact to the Select Leads field.  

Note: You can enter an existing lead’s name, email, OR enter a brand-new email address not associated with an existing lead to the Send List. Additionally, you can click on the CREATE LIST link to pull in leads based on filters set in the following modal:   

To edit/create the content of the email, use the editor window on the bottom-half of the screen. Elements can be dragged from the right-hand drawer into the edit zone on the left. Modules covered in detail below.  

To send the email, make sure all required fields are filled in and then click the “SEND NOW” button.  

To send the email at a specific date, you can click SEND LATER then set the date and time you would like for the email to be sent.  

To save a draft, make sure the Select Leads field is empty and then click the “SAVE AS DRAFT” button.  

Note: You cannot save an email as a draft if you have started to enter any leads or email addresses into the send-to field. You can clear the send-to field to save the email as a draft. 

 All elements can be dragged and dropped to the email content area and within the email content area to arrange your email layout to your preferences.

Columns 

The Columns module allows you to set columns to create engaging layouts but is also a required step to have at least one column in order to insert content modules into your email.  

To get started click and drag the Column module from the right into the email content area. Once placed you can click on the module to set the column layout on the right, all columns will default to a single column:    

Once placed, you can then add additional columns so you can have create custom layouts of one row a single column, the second row can be a three column row, then add another one column row afterward like below:

Text 

Once you have your column set, you can get started by adding your written content through the Text Module. To start, add a Text Module to the email content area by clicking and dragging the Text Module from the right and dropping it into the column you want this text to be displayed.  

This will change the look of the Column Module replacing it with the Text Module with filler text “This is a new Text block. Change the text.” You can then click on this text to pull up the Text Module settings and the ability to add your text to the email.

Merge Fields 

When writing an email, you can insert merge fields that will automatically include information such as your lead's name, your own name, and phone number. Merge fields are found in the Text Module.  

To see and select a merge field, click in the Text Module where you want this Merge Field to be inserted as if you are editing the content in the email content area, you can then either click on Merge Tags to choose from or start typing a left curly bracket "{" inside. A pop-up menu will appear with the merge field options you can select.

Images 

You can add your own images to the email by clicking and dragging the Image Module from the Content tab, on the right, into a column you set in your email content area.  

Once placed, click on the Image Module in your email content. The image options will appear in the right panel where you can select the image you want to display. You can either upload the image or enter in an image URL.    

Once you have an image inserted into the email content area, you can click the "Apply Effects" button in the Image Module settings in the right panel under Image. Once clicked an additional menu where you can also make edits like resizing or cropping your image.    

Stock Images 

Free stock images are also available in email creation. To add a stock image, drag and drop the image block into your email, click the Image block in the email, on the right a drawer will open, scroll down and click on More Images and Stock Photos.   

 In the search bar, enter any terms you want to filter images with. Once you find an image you like, you can click and drag it over into the image block you placed in the email content area.

Buttons 

Another great feature is that you can insert preformatted buttons into your email by using the Button Module.  

Drag and drop this module into a column in your email content area. Click the button module in the content area, you will get the settings to appear on the right side where you can set your URL, button color, width, font, spacing, and border.

Smart Content 

Another great feature is that you can insert dynamic content into your email by using the Smart Content features.  

Drag and drop this module into a column in your email content area. Click the Smart Content module in the content area, you will get the settings to appear on the right side where you can set the Smart Content you want to display. You can choose between Similar Listings, which will pull from their saved searches and or Markets they have signed up for in the past, and Area Statistics which will pull up sold data based on the same searches / Markets a lead has signed up for.

Adding Video 

If you have YouTube or Vimeo messages you’d like to insert in your email, drag the Video item into your email column and click on it. In the right panel, paste the URL of your video and a thumbnail image will be included in the email.  

When recipients click on the image, they’ll be brought to your video.

Saving and Editing Draft Emails 

Send Email has the option to save Drafts if you get interrupted while creating an email and need to finish your email later.  

Save a Draft Email 

This can be accomplished by clicking on the SAVE DRAFT button while you are creating your email composition.  

Edit a Draft Email

To view your email drafts, navigate to Communications > Send Email > Email Drafts.  

You will see a list of all draft emails you have saved along with the subject line of the draft, the date and time the draft was last saved. Actions you can take on the draft email appear as buttons on the right. 

EDIT will allow you to edit the draft from the last save state. 

COPY will allow you to copy the draft so you can edit the copy without modifying the original draft. 

DELETE will delete the draft from your Email Drafts and will no longer be available to edit copy or send.    

Send a Draft Email 

To send an email Draft you have saved previously, in your Control Panel go to Communications > Email Drafts, here click on Edit for the Email Draft you want to send. Add your recipients by clicking on CREATE LIST select the leads you want to send the Draft to and click Add X Leads and SEND NOW or SEND LATER.  

Viewing Sent Emails 

To view your sent emails, navigate to Communications > Send Email > Sent Emails. Here you will see all custom emails that you have sent to your leads or individuals with the following information:  

SUBJECT LINE: the subject line of sent email 

DATE SENT: the date and time the email was sent - not necessarily the exact time recipients received the email 

LEADS SENT TO: the total number of leads the email was sent to 

% OPENS: the percent of recipients that opened the email 

%CLICK-THRUS: the percent of recipients that clicked on the email    

To view the content of a sent email and a list of the leads the email was sent to, click “VIEW”.    

When viewing a Sent Email, you can view all leads and email-addresses that the email was sent to by clicking on the dropdown labeled Leads Sent to: #.  

Like Draft Emails, you can copy the content of a Sent Email by clicking the COPY button.