Automation

Automated email and text reminders, follow-ups, and notifications

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11 articles in this collection
Written by Michael Wagstaff, Kevin Wagstaff, Spectora Support and 2 others

Automation Demo (VIDEO)

Watch this detailed Demo on Customizing Email/Text Automation in Spectora

Written by Katie Walls
Updated over a week ago

Automation Basics

Changing the Report Ready Email

Change what's in the report email sent to the client or agent

Written by Spectora Support
Updated over a week ago

How to Email Your Report to a 3rd Party

Learn how to email your report to someone other than the client or agent.

Written by Kevin Wagstaff
Updated over a week ago

Deleting a Client Contact

Remove a client from your Contact List

Written by Spectora Support
Updated over a week ago

Sending an Invoice in the Report Ready Email

receipt/invoice sent with report

Written by Spectora Support
Updated over a week ago

Adding Google review links to automated follow-up emails

Get more Google reviews by including links in your follow up emails to clients. You can also hyperlink your badges for reviews.

Written by Marketing Team
Updated over a week ago

Adding a Link/Hyperlink to an Email Template

This is a great way to use your automated emails to link to great resources or your own website!

Written by Spectora Support
Updated over a week ago

Email Statuses

Bounced or dropped? Here's what those email statuses mean

Written by Katie Walls
Updated over a week ago

Why Emails Don't Get Delivered

Spam, blocks, bounces, drops, & suppression and what you can do to get emails delivered to your clients and agents.

Written by Michael Wagstaff
Updated over a week ago

How to Make Sure Your Emails Get Sent to Clients

Troubleshoot Problems with Realtor / Agent Not Recieving Report or Agreement Notification Emails

Written by Kevin Wagstaff
Updated over a week ago

Troubleshooting Emails Dropping to Client/Agents

Having trouble sending your emails?

Written by Spectora Support
Updated over a week ago