custom email example

Creating And Sending Custom Emails

With account plans that include our Agent CRM, you can send individual emails like newsletters and announcements to any group of leads you select in your account. Our email editing tool makes creating emails fast and effortless. These emails will also appear to be sent from your own email address, helping you avoid deliverability problems due to spam/junk email filters. In this article, we’ll show you how to send custom emails using this feature.

This email option is a separate option from the Marketing Automation email campaigns in Agent CRM plans. With that option, a series of emails are delivered over time, based on an email campaign and email content you choose. You can learn more about the different email options in our article, Email Feature Guide.

Sending A New Email

Before you can send an email, you’ll need to set up your integration with your own email account. If you haven’t already done this, follow the steps for your email service here.

With your email account integration set up, you can now start building your email. To test an email before you send it to your leads, create a new lead record with your own email address for yourself in your account. You can then send test emails to your own lead record whenever you need to.

  1. Navigate to Communications > Send Email > New Email
  2. Enter a subject in the “Subject Line” field and add at least one contact to the “Select Leads” field. You can enter an existing lead’s name or email to the list, or enter a new email address that’s not associated with an existing lead
  3. To edit/create the content of the email, use the editor window on the bottom-half of the screen. Elements can be dragged from the right-hand drawer into the edit zone on the left.
  4. Email Editor Example

  5. To send the email, make sure all required fields are filled in and then click the “SEND NOW” button
  6. To save a draft, make sure the “Select Leads” field is empty and then click the “SAVE AS DRAFT” button

NOTE: You cannot save an email as a draft if you have started to enter any leads or email addresses into the send-to field. You can clear the send-to field to save the email as a draft.

Working With Draft Emails

  1. Navigate to Communications > Send Email > Email Drafts
  2. You will see a list of all draft emails, with the subject line of the draft and the date and time the draft was last saved. Actions you can take on the draft email appear as buttons on the right.
  3. You can continue editing a Draft by clicking the “EDIT” button
  4. You can delete an email draft by clicking the “DELETE” button
  5. You can make a copy of a draft and start editing the copy by clicking the “COPY” button

Viewing And Copying Sent Emails

  1. Navigate to Communications > Send Email > Sent Emails
    • SUBJECT LINE: the subject line of sent email
    • DATE SENT: the date and time the email was sent – not necessarily the exact time recipients received the email
    • LEADS SENT TO: the total number of leads the email was sent to
    • % OPENS: the percent of recipients that opened the email
    • %CLICK-THRUS: the percent of recipients that clicked on the email

    sent emails view

  2. To view the content of a sent email and a list of the leads the email was sent to, click the “VIEW” button.
  3. sent emails details

  4. To view all the leads and email-addresses to which an email was sent, click on the dropdown labeled “Leads sent to”
  5. You can copy the content of a Sent Email by clicking the “COPY” button

Support Resources

Our support center is full of resources like our searchable Knowledge Base and training webinars to help you get the most value from your account. View the Support Center >

Learn More

If you don’t have an iHomefinder account, start your 30-day free trial, schedule a demo, or contact us today!


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SEO Tips Part 1

Optima Express SEO Tools

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Optima Express, the WordPress IDX plugin from iHomefinder, now…
SEO Tips Part 1

Optima Express Features – Email Branding & Navigation Menu

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Two new features added to the latest version of iHomefinder's…
SEO Tips Part 1

Agent Bio & Social Media Widgets for Optima Express

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Whether your WordPress theme is real estate-specific or not,…
SEO Tips Part 1

New Widgets & Features in Optima Express

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The latest version of iHomefinder's Optima Express is out today,…
SEO Tips Part 1

Introducing Optima Mobile – Mobile Websites with IDX

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iHomefinder is happy to announce our latest product offering…
SEO Tips Part 1

Customizable User Registration

If you are looking for ways to convert more of your site visitors…
SEO Tips Part 1

Optima Social Price drop! Facebook IDX for $9.95/month

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We're excited to announce that iHomefinder's IDX for Facebook…
SEO Tips Part 1

iHomefinder Optima Express Brokerage: WordPress IDX for Brokers

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It's a great day for brokers! Optima Express Brokerage, iHomefinder's…
SEO Tips Part 1

New Today: The Property Gallery Slider

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Great news for Optima and Optima Express clients - the Property…
SEO Tips Part 1

Customize Your Property Search & Listings on Facebook

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We at iHomefinder know that agents and brokers need to be where…
SEO Tips Part 1

New Optima Express Pages – More WordPress Leads & Listings

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Now get even more leads and display more listings with Optima…
SEO Tips Part 1

iHomefinder Helps Agents Get Leads from Facebook

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Real estate agents are told to use social media to reach out…
SEO Tips Part 1

iHomefinder Launches Optima Social – IDX for Facebook!

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We're happy to announce the launch of our newest product - Optima…
SEO Tips Part 1

Property Search & Featured Listings for Facebook Timelines!

Optima IDX, Optima Express, and iSite clients, enhance your Facebook…
SEO Tips Part 1

Searching For Open Homes Is Easier with Optima IDX

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New this week! Prospects heading out to tour open homes this…
SEO Tips Part 1

A New Look for Optima Express Search

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The latest version of the Optima Express IDX plugin for WordPress…
SEO Tips Part 1

Optima IDX: Easier Search with Free Text & Auto-suggest

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Earlier this week we launched some great improvements to our…
SEO Tips Part 1

New iHomefinder Website

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We're delighted to announce the launch of our new company…
SEO Tips Part 1

iHomefinder Facebook App Default

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Our Facebook App is included in our Optima IDX and iSite accounts.…
SEO Tips Part 1

iHomefinder Facebook App is here!

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We're very excited to announce our new Facebook App which lets…
SEO Tips Part 1

Optima Express – More Options More Power

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There's no slowing down the enhancements we keep adding to Optima…
SEO Tips Part 1

MLSListings IDX for WordPress webinar replay

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MLSListings members, if you missed the December 2011 MLSListings…
SEO Tips Part 1

Leaf Realtors showcases Optima Express WordPress plugin

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Nick Lovegrove, owner of limeyboy.com, recently implemented our…
SEO Tips Part 1

What’s New From iHomefinder This December!

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Happy December!  We're excited to announce new enhancements…
SEO Tips Part 1

Add Listings to Pages and Posts in Optima Express

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Now available in Optima Express Pro, add listings to any WordPress…
SEO Tips Part 1

Optima Express Pro – Best In Class

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Did you know Optima Express Pro is the only IDX plugin for WordPress…
SEO Tips Part 1

Optima Express Feature Updates

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iHomefinder's Optima Express WordPress plugin was updated today…
SEO Tips Part 1

New Templates Styles for Agent, Power, and Broker IDX Accounts

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We added a new "white text" template option for web developers…
SEO Tips Part 1

Optima Express IDX for WordPress: Great Design, SEO, and Lead Capture!

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We're thrilled to present Optima Express, our new WordPress IDX…
SEO Tips Part 1

The WAV Group Report: Building Member Value with IDX and Websites

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Today, The WAV Group published an article about technology companies,…
SEO Tips Part 1

Bay East Association of REALTORS launches iSiteBuilder

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We're excited to announce that Bay East Association of REALTORS…
SEO Tips Part 1

Widget Spotlight: Yelp

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Yes, we're still wild about widgets for Real Estate Agents. We…
SEO Tips Part 1

Widget Spotlight: Twitter

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We're back with another widget for you.  This time it's Twitter! If…
SEO Tips Part 1

Widget Spotlight: Creating a Facebook Badge

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Our last post on widgets showed you how to create an Altos Research…
SEO Tips Part 1

Wild About Widgets for Real Estate Agents

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We’ve been thinking quite a bit about widgets recently.  With…
SEO Tips Part 1

RE Technology Reviews iSearch Optima IDX

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If you haven't seen RE Technology's product review of iSearch…
SEO Tips Part 1

Agents Start Your Blogs: Connect and Expand Your Reach

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Often real estate agents and brokers ask us or our reseller…
SEO Tips Part 1

QR Codes Popping Up All Over

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If you hadn't seen our post on how to use QR Codes, click here Today,…
SEO Tips Part 1

New! Widgets, Optima & More Mobile

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iSearch Optima 950 has arrived just in time for summer. We here…
SEO Tips Part 1

Drive More Traffic with QR Codes from iHomefinder

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Using QR codes is a quick and inexpensive way to drive more Mobile…
SEO Tips Part 1

MetroList Launches Website for Brokers: MetroListPRO Office Edition

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Earlier this week, MetroList announced its MetroListPRO Office…
SEO Tips Part 1

Refresh Your IDX with iSearch Optima from iHomefinder

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Already have iHomefinder IDX on your website or your client's…
SEO Tips Part 1

Optima IDX Gets Realtors Discovered Online

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Optima IDX, a new search engine-optimized version of our marketing-leading…
SEO Tips Part 1

MLSListings Offers IDX Websites

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We're looking forward to working closely with MLSListings to…
SEO Tips Part 1

Highlight Listings with Hot Sheet Slide Shows

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As a Realtor, it's important to position yourself as an expert…
SEO Tips Part 1

Video Embedding with WordPress

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WordPress will display a video using the embed code you copy…
SEO Tips Part 1

101 Things For Real Estate Agents To Blog About

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The Power and Brokerage versions of our Optima IDX and iSite…
SEO Tips Part 1

WordPress Blogs from iHomefinder

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We're happy to announce the launch of our latest feature: WordPress…
SEO Tips Part 1

Welcome to the iHomefinder blog!

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As we prepared for an upcoming feature launch, we found ourselves talking…
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