Email Management
This is where you can compose your messages, check all your scheduled emails, view previously sent emails, see any email that has been sent via the property email address, and sync your emails by applying one of your API (Google) mailbox labels as well as scanning your emails.
Compose Your Email
When you are inside the property, find the Emails tab. This is where you can apply an email template, draft an email, use property default send from an email address, add contacts, use the built-in merge field, customize smart blocks, or smart block groups selector, upload files, attach files storage, and schedule a message.
Step 1:
You have two options to choose from, whether you will use the default email address or choose from one of your available email addresses.
Step 2:
When adding contacts to the To, Cc, and Bcc, type their email address into the search text box. If you have added contacts to the transaction, you can quickly access them by clicking the + Add button on the To, Cc, and Bcc lines.
Step 3:
By default, the subject line will be the property address but you can change this or use the Merge Field button to automatically add different values to the subject line.
Step 4:
Manually type your message, use all the email functionalities, and/or use the available merge field values.
Step 5:
Choose an Email Signature or add a new one by clicking the Edit Signature button.
Important!
The email signature will be appended to the email's body before the message is sent. If you change the property default email signature, this specific email will not be updated (must set it manually).
Step 6:
There are a few different options for adding files to your email.
Attach one of the documents from your File Storage and click Add (this is optional).
The document can be uploaded from your computer.
Click on Attach Files to access files that have been uploaded to your Documents tab or Attach Files by Role.
Important!
You can upload files up to 50MB in size. If you upload over 5MB of files, they will be attached to the email message as links when sent.
Step 7:
Click the Send or the Schedule Message button.
Applying an Email Template
Step 1:
Once you are on the property, go to the Emails tab.
Step 2:
Click the Apply Template link in the top right corner of the email or at the bottom next to the Send button.
Apply Template (Top)
Apply Template (Bottom)
Step 3:
Choose one of the email templates by clicking Apply.
Step 4:
Click Send or Schedule Message.
Schedule an Email
Step 1:
Once you are done composing your email or applying an email template, you can schedule it for delivery. Simply scroll to the bottom of the email editor to find the Schedule Message option.
Step 2:
Click the square button to activate the schedule option then set the date and time you want to send the email.
Sent Emails
Choose Sent to view your sent emails. Click on the subject line to view the email that was sent.
Property Emails
Select Property Emails to see the different items that have been emailed to the property email address. You can click the individual subject lines to see the email message and any attachments.
API: Sync'd Emails
This is where you can apply one of your API (Google) mailbox labels. Labels are like folders, you can apply several labels to an email, then later find the email by clicking any of its labels from the left panel.
API: Scan Emails
Once you sync your mailbox label, go to the API: Scan Emails option and click Scan Messages. This will scan your messages for documents where you will be able to open the email, view, or download the attached file.
You can also clear all scanned attachments from this list. To import attachments again, rescan your messages.
