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April 2023 | Mass Email
April 2023 | Mass Email

Mass email capabilities now included in Reach CRM. Users can send emails to multiple clients/contacts/agents and build powerful templates.

Brandon Crichton avatar
Written by Brandon Crichton
Updated over a week ago

We are excited with the new ability to send mass emails to clients and agents, directly from within Reach CRM using your Gmail/Outlook accounts. Select the contacts you wish to send an email to, and Reach will walk users through a 4-step process to create, select and confirm the content and recipients.

Note, users are required to ensure their messaging and email content is in compliance with Canada Anti-Spam Law (CASL). This tool is not designed to replace your "email marketing" tools, but to enhance communication with specific contacts that have given you consent to communicate with them

We've built a review process into the steps, to ensure you have proper "TO" fields completed, and make sure email addresses are correct and names are correct. These names correspond to how you have them entered into Reach CRM, so this is a last check to ensure accuracy. You will be sending emails with the email address you have registered as a Reach CRM account holder. If you wish to change this email address, please see the following documentation: How To Change My Email Address

TEMPLATES

Build powerful templates for buyers, sellers or prospects and reach them all together with mass emailing capabilities. Whether you're always sending new clients a "welcome" email or maybe a "What it's like to to work with the Best Agent in town" whatever it is, you can build it once, and send it multiple times, as a template.

Feel free to build as many templates as you need, and Reach will store them for when you need them.

SIGNATURE SETUP

It's easy. We highly suggest watching the video at the top of the article to see how you can setup multiple email signatures. Additionally, cut and paste directly from your email host such as Gmail or Outlook, Reach will handle all the HTML to make sure the signature comes in smooth.

WHAT WE ARE NOT!

We don't want to replace your email marketing tools, we know they do the job they are intended for. Those systems are comprehensive, and are designed to market and promote your brand and product to a vast audience you've built. However, we do want to make it simple and effective for you to connect, share and send valuable information to specific people or groups (agents or clients), directly from your Reach dashboard within seconds. Information that is needed quickly, we handle really well.

LEVERAGE AGENT 2 AGENT EMAILS

REAL WORLD EXAMPLE

Tina just sold a home in multiple offers, after showing the home 32 times to buyer groups. Tina was smart, she booked each showing through her Reach "Listing" area, and attached all 32 buyer agents to each showing (with email addresses).

Tina keeps an organized "Agent" database of all her local real estate professionals, via CSV. file upload and manual entry. If you are not sure how to do this, visit the following tutorial page: https://reachforagents.com/resources/docs/contacts/agents

Tina has another home, very similar, listing next week in the neighbourhood. Tina is savvy and wants to... Reach... all those agents and let them know of the listing coming soon. From her SOLD listing, she has the option to select Email Agents and now she can email out all 32 (or less) of the agents that showed her previous listing with a quick, customized email on-the-fly.

Tina sold that listing before she even listed it!

For more information, please visit the documentation section on Mass Email:

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