Sent Email
The Sent Email page serves as a centralized repository for tracking all outgoing emails sent from your account to clients.
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Sent Email Display
This area provides a categorized view of all outgoing client communications. It classifies messages by type—including Direct Emails, Auto Emails, Published (Concierge) Emails, and CMAs—allowing agents to easily track dispatch history, review property contents, and monitor client view engagement across different communication channels.
| Element | Description |
|---|---|
| Search Box | Search for specific sent messages by entering a contact name or subject line. |
| Type Filter | Filter the listed emails by message type (e.g., Direct Email or Auto Email). |
| Sent | Displays the timestamp of when the email was dispatched to the recipient(s). |
| Recipients | Lists the recipient name(s) associated with the email. |
| Type |
• Direct Email: A one-time, manual email sent by the agent to a recipient containing selected listings or information. • Auto Email: An automated recurring email sent directly to a client whenever new or updated listings match their saved search criteria. • Publish: A Concierge Auto Email where matching listings are first routed to the agent for approval before being published and sent to the client. • CMA: An email containing a completed Comparative Market Analysis report sent directly to a prospect or client. |
| Subject | Displays the subject line of the email notification. |
| Contents | Shows what was sent in the email (e.g., initial email, specific listings count, or PDF CMA). Selecting a link opens a live preview of the sent content. |
| Viewed | Displays the date or time the recipient last opened the email or clicked a link (shows "never" if unviewed). |
Sent Email Details
Expanding any individual row in the Sent Email table displays comprehensive details about that specific notification:
| Detail Field | Description |
|---|---|
| To / CC / BCC | Displays the exact recipient email addresses and indicates whether you were BCC'd on the message. |
| Subject | The full subject line of the email. |
| Last Run by Agent | Displays the timestamp when the auto search or email was last executed. |
| Status | Provides real-time status of the communication (e.g., waiting for client activation link, active, or disabled by agent). |
| Schedule | Shows the dispatch frequency for automated emails (e.g., ASAP, Daily) or indicates Concierge mode. |
| Unsent / Sent / Rejected | (Concierge / Published emails only) Displays the counts for properties that remain unsent, successfully sent, or rejected by the agent. |
| Last Viewed by Contact | Displays the exact date and time the contact last accessed the email contents. |
| Criteria | Displays the specific search parameters (such as property category, location coordinates, and price range) used to generate the email. |
Manage Sent Emails
Manage listing notifications using action buttons to adjust criteria, review results, preview the client experience, or resend Auto Email welcome links.
| Action Button | Description |
|---|---|
| Criteria | View or modify the saved search parameters associated with the auto email. |
| Results | View the current matching properties based on the search criteria in a live data grid. |
| Search | Open the search form pre-populated with this auto email's criteria to adjust parameters or run a new search. |
| Open in OneHome | View properties within the portal exactly as your client sees it when they access the link. |
| Resend Welcome | Re-send the initial welcome email and activation link to the client if they haven't activated their auto email yet or missed the original message. |