Email Management
This is where you can compose your messages, check all your scheduled emails, send items, 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 transaction, you will find the Email tab. The Email tab allows you to 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:
From the transaction go to the Emails tab. 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, you simply start typing their email address into one of the respective fields. 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:
Type the Subject Line or use the Merge Field button.
Step 4:
Manually type your message, use all the email functionalities or use the available merge field.
Step 5:
Choose an Email Signature or Add a new one by clicking the Edit Signature button.
Important: Email signature will be appended to the body of the email before the message has been sent. If you change the property default email signature, this specific email will not be updated (must set it manually). |
Step 6:
Attach one of the documents from your File Storage and click Add (this is optional).
The document can be uploaded from your computer or Attach Files that have been uploaded to your document tab or Attach Files by Role.
Important: You can upload files up to 50 MB in size. If you load over 5 MB 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:
From the transaction go to the Emails tab.
Step 2:
Click the Apply Template button from the top right side of the email tab or at the 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’re done composing your email or applying an email template, you can schedule it for delivery. Simply scroll to the bottom of the email editor and you will find the Schedule Message option.
Step 2:
Tick the square button to activate the schedule option then set the date and time you want to send the email.
Send a Test Email
You can also send a test email by clicking on the Send Test button and it will be sent to your email address. Click Yes to receive the test email.
Sent Emails
To view your sent messages and this will not allow you to send a reply or forward an email.
API: Sync'd Emails
This is where you can apply one of your API (Google) mailbox labels. Labels are like folders, but with a twist—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, you can go to the API: Scan Emails and click Scan Messages. This will scan your messages for documents to open email, view, or download the attached file.
You can also clear all scanned attachments from this list. You can always rescan to import attachments.
