Emails
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      2. Email Marketing
      3. Emails

      Automated Emails

      To create and send an email, go to Email Marketing > Emails > Create New Email in your Spectre menu.

      Choose your Email Type

      You’ll have two options: Regular Email or Automated Email. (Learn more about setting up Regular emails here). 

      • Automated Email: An automated email is designed for use within automated workflows. These workflows can be triggered by specific events, such as contacts reaching certain thresholds or completing designated actions, which then enrol them in the automation journey and initiate the email sequence. To set up an After choosing this option, you’ll need to name your email and select its type:

        • Marketing Email: Ideal for newsletters, market reports, or valuation follow-ups. For GDPR compliance these emails can only be sent to subscribers.
        • Transactional Email: Used for essential updates like holiday hours or service changes. These emails can be sent to anyone, regardless of subscription status.

      Customise your Email

      After selecting your email type, you’ll enter the email builder. You can edit the name and type of the email by clicking the pencil icon next to the title.

      Building your Email

      To create your email, complete the following steps:

      1. Sender Details (From):

        • Specify the sender name (your name or business name)
        • Use a verified email address from your agency’s domain (your domain is automatically pulled from Street CRM)
        • Select a "reply-to" address (either a no-reply address or your agency email)

      2. Subject:

        • Craft an engaging subject line
        • Add optional preview text to improve open rates

      Email Content

      • Create your email from scratch or use a pre-designed template by selecting "Choose a Template"
      • Use Spectre AI to generate content by entering an ideal outcome and watch it work its magic
      • Edit, preview, send a test email, or share using the available icons

      Sharing your Email

      Each email generates a unique, shareable URL for preview and collaboration. Once content is added, click the arrow icon to access the link. This URL can be shared with colleagues or stakeholders, even if they are not on the recipient list. The link becomes active once the email is sent.

      Publish options: 

      Once you've finalised your email content and settings, click Publish. This will save your email and make it ready for use in an automated workflow.

      Next, go to Automated Workflows to set up your automation sequence, where you can define when and how this email will be sent as part of a sequence.

      Publishing the email does not send it immediately—it simply makes it available for use in your workflows. (For more information on how to set up an automated journey click here.)