All listing emails are sent by the platform itself, from your own email address, with your signature. Every one is planned and recorded on the listing's Communication tab.
Until your email domain is set up and verified, every Send button is greyed out and anything tried is recorded as Skipped. The person must also have an email address on the listing.
#How the tab is laid out
- One row per stage, marked Done, This listing is here or Ahead. The tab opens on the current stage.
- Inside a stage, two lists: Sent automatically, which send themselves when the listing reaches the stage, and You send these, which wait for you to send each one when the thing it is about actually happens.
- A toolbar with + New email, Add a saved one, and History.
#Reading an email row
| Part | Shows |
|---|---|
| Subject | With this listing's details filled in. The next one to send is marked SEND THIS NEXT |
| Recipient | To the Seller, Listing agent, Broker in charge, Buyer agent (other firm) or Photographer, and whether it is Standard or Added by you |
| Status | Not sent, Sent (or Sent 3×), Failed, Skipped, No recipient or Not written |
| Buttons | Preview, Send, and a ⋮ menu with Switch off / Switch on and Remove |
#Previewing and sending by hand
- 1
Click Preview to see exactly what would go out.
Missing details show as + add [field] buttons. The email will not send until they are filled in.
- 2
Click Send.
- 3
Check To, add a CC if you like, and optionally click Edit the email.
Changes apply to this one send only. Your signature is added below.
- 4
Click Send it.
The row shows "✓ Sent to [email] just now · recorded in this listing's history".
Many Under Contract and Sold emails quote figures such as purchase price, net proceeds or appraisal value. An email that needs a detail the listing does not have is skipped, so use Edit the email and type the figures in.
#Writing your own email
- 1
Open the stage and click + New email.
- 2
Give it a name, subject and message.
- 3
Choose who receives it.
Your seller, You, Your broker in charge, The buyer's agent, or Someone else.
- 4
Insert details from the side panel.
For example the seller's name, the address, the list price, the seller's dashboard link, or an upload link, private for 48 hours, to ask for a file.
- 5
Save. It waits in your list until you send it.
To reuse one you wrote before, click Add a saved one, then Add here, and choose Send it for me or I'll send it myself.
#Switching an email off or removing it
| Action | Effect |
|---|---|
| Switch off | The email is not sent, on all your listings, not just this one. Switch it back on at any time |
| Remove from my plan | A standard email comes out of your plan for every listing. There is no button to put it back, so prefer Switch off |
| Delete this message | Deletes an email you wrote yourself |
You cannot change their wording or when they send, only switch them off, remove or reorder them. To say something different, write your own with + New email. Emails already sent are never changed.
#When automatic emails go out
| When | What is sent |
|---|---|
| A listing is created, by the seller, by you or by relisting | The Created emails, straight away |
| You click Next Stage → | That stage's automatic emails, shown first in the Moving to window, where you can untick or edit them |
| You click ← Previous Stage | That stage's automatic emails that have never been sent for this listing |
| The listing expires by itself | The Expired email |
| MLS import | No emails |
Emails you send by hand are never sent by a stage change. The standard seller emails go to the one seller only; the co-seller gets signing emails for documents they sign, and anything you send them by hand.
#History
Click History in a stage and choose Timeline or By message. Each attempt shows who it went to, from which address, when, and the result; Read what was sent shows the exact email. Visit, inspection, report and photo emails are filed under the stage the listing was in when they went.