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 Automated Emails here.)
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Regular Email: A one-time email sent to a selected audience. 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:
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Recipients (To):
- Apply existing segments or create a new segment.
- Add individual contacts
- Exclude specific segments or contacts
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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)
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Subject:
- Craft an engaging subject line
- Add optional preview text to improve open rates
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Send time:
- Send immediately or schedule for a later date/time
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Resend:
- Activate or deactivate a resend email to those who didn’t open the original (recipients who opened it won’t receive the resend)
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.
Saving your Email
If you're ready to send your email immediately, click "Review & Send." To save it for future use, click "Save."