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Sending Emails through Street

How to send an email from within Street

Elliot Palmer avatar
Written by Elliot Palmer
Updated over a week ago

Sending Emails through Street

Within Street there are two ways of sending an SMS - manual, which can be manually created and sent from various pages within Street and automated, that can be sent when specific actions are taken such as confirming a viewing.

Street also has a built in two-way email system that can be turned on from your company settings. If enabled, when a client replies their reply, including the full email thread showing any previous emails, will appear in the activity stream of their person page in Street (as well as your external email client), as well as the relevant page it was sent from. For more information, see our Two Way Email help article.

Manual Email

Manual emails can be sent from various pages in Street where you would see the activity stream by clicking the 'email' option.

From here you can choose who to send the email to and which email address. If you need to add an additional email, you can search your existing contacts and add them. If the email doesn't exist in Street, simply type the full email address and press either the 'enter' or 'tab' keys on your keyboard to manually add it.

You can also CC or BC contact using the buttons on the right hand side. Then follow the same process of selecting existing contacts or manually entering email addresses.

In the 'from' field you can choose which email to send from. By default you can choose between the email you login to Street with and your branch email address. However if you have also setup a different email and alternative email address in your Contact Details you will be able to choose from these as well.

The 'subject' field will show on the email the client receives so should be something suitable that will make sense to your client.

In the email body you will initially see a blank page where you can begin adding your content. This section has the usual formatting options, including embedding hyperlinks, but also makes use of Street AI allowing you to edit content you have written to be more friendly / professional or even generate a content directly from a prompt.

Additionally you can make use of any Correspondence Templates you have created for SMS by using the template drop down. If you select a correspondence template with merge fields you will have the option of previewing what information those merge fields will show.

Note - If you cannot see the 'correspondence template' option when creating an email, it will be because you do not have any templates setup that relate to that area.

You can also use the 'attach files' option at the top right that allows you to attach files to the email. You will see any documents saved in the page's 'documents and files' section that you can click to attach however you can also upload external documents if needed.

Finally at the bottom left you can select which signature you want to use for that email. The signature itself won't display on screen however it will attach to the bottom of the email the client receives. For more information, see our Email Signatures help article.

Manual emails can be identified by the wording in the activity stream. If the email was manual it will show 'Email by agent name > client name' (highlighting who sent the email).

Automated Emails

Within your Notification Preferences, you have the option of toggling on/off automated emails based on various actions within Street. For example, you can choose to have an email sent out to the vendor when a viewing is confirmed.

If a person has more than one email, automated emails will be sent to the primary email address only. You can check which number is the primary email address by going to the Person > Edit > email addresses - and then check which is ticked as primary.

The content of automated emails can also be edited from within your notification preferences > edit content section. For more information, see our Edit Notification Content help article.

Automated email can be identified by the wording in the activity stream. If the email was automated it will just show 'email > client name' (without any sender information).

Street is constantly being updated. This can mean that some of these articles become slightly out of date. If you spot something that looks a little bit different to your Street account, please let us know on the live chat so we can get it updated!

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