Automation

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

Michael Wagstaff avatar Kevin Wagstaff avatar Casey avatar +3
12 articles in this collection
Written by Michael Wagstaff, Kevin Wagstaff, Casey and 3 others
Automation Basics

Using Placeholders

List placeholders or variables and how to use them
Alexis Nicholls avatar
Written by Alexis Nicholls
Updated over a week ago

Changing the Report Ready Email

Change what's in the report email sent to the client or agent
Casey avatar
Written by Casey
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.
Kevin Wagstaff avatar
Written by Kevin Wagstaff
Updated over a week ago

Deleting a Client Contact

Remove a client from your Contact List
Casey avatar
Written by Casey
Updated over a week ago

Sending an Invoice in the Report Ready Email

receipt/invoice sent with report
Casey avatar
Written by Casey
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.
Marketing Team avatar
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!
Casey avatar
Written by Casey
Updated over a week ago

Email Statuses

Bounced or dropped? Here's what those email statuses mean
Katie Walls avatar
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.
Michael Wagstaff avatar
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
Kevin Wagstaff avatar
Written by Kevin Wagstaff
Updated over a week ago

Troubleshooting Emails Dropping to Client/Agents

Having trouble sending your emails?
Casey avatar
Written by Casey
Updated over a week ago