How do I email listings?

You can email listings or reports directly to contacts, or send a broadcast to a larger audience. Choose your recipients, customize the message, and include the listings or reports that matter most.

When you are logged in to Associate, and on the Admin Portal, click Email on the left-hand side:

After clicking Create Email, choose between Direct (individual contacts) or Broadcast (distribution list). Here’s how they work:

Direct emails allow you to email specific email addresses, or contacts you've added:

Click in the box, and we'll auto-suggest your contacts. You can find anybody in our system by typing their name or email.

Broadcast emails allows you to specify the relevant broadcast lists, which will send the email only to the members who are on the same list.

Broadcast lists are created using the lists that each user is able to add in their profile. You must enable 'Member Broadcast Emails' in your Profile settings to receive emails for these lists.

“Make sure ‘Member Broadcast Emails’ is checked in your Profile so you can receive broadcasts.”

Next you'll enter a subject and a message.

You can personalize each email with a subject and message. This helps your recipients know what the listings are about.

Tip: Only the Subject field is required, but we recommend writing a brief message to explain why you're sending the listings. This helps reduce confusion and makes your communication more effective.

Once your message is ready, you'll use the Add Listings and Add Reports options to attach relevant listings and reports. You can include one or both, depending on your recipients.

Click either button to browse and select from your listings, or saved reports.

Add Listings will let you select one of your own listings, or you can include any emails that are in our system.

Tip: If you are emailing listings to a client, you may want to add them to a report first, which hides the listing brokers by default (make sure Show Original Brokers is unchecked when you're creating your report).

To preview your email, click Save Draft, and then when you scroll to the bottom of the page, you'll see a Preview link. Be sure to Save Draft if you made more changes to ensure your preview has the latest updates.

When you're happy with your direct email or broadcast email, you can click Send, or you can leave it saved as a draft and return to it later.