Welcome Emails

Welcome emails are sent automatically when a new lead is captured in your workspace. They make a great first impression and let leads know who you are and what to expect.

How it works

The welcome email goes out the moment a lead signs up, for leads captured through a public report unlock, an email signup form or an embed signup. Submission and welcome email happen in a single step.

For a lead you add yourself with Add Lead, the box on that form decides: tick Send a welcome email to this lead (on your phone, the Send the welcome email switch) and they get one.

People who enquire through one of your Facebook or Instagram property ads, or who register their interest in the property on your Bio Link, get a thank-you email about the property they asked about instead of the general welcome. People who ask for a report on one of your market report ads get the market report ad thank-you instead, with a button to the report they asked for.

Instant valuation leads don't get the welcome email. They get the instant valuation email with a button back to their result, which has its own switch (see below).

Imported leads are never sent a welcome email.

The welcome email is sent as a one-off message, not as part of a campaign.

Turning them on or off

Go to Emails, then the Automatic tab. Each automatic email has its own switch on its row, so you can turn one off and leave the others on, for example if your CRM already replies to your ad enquiries:

• Facebook and Instagram enquiry thank-you - when someone enquires about a property on one of your ads
• Market report ad thank-you - when someone asks for a report on one of your ads. It shares its switch with the Facebook and Instagram enquiry thank-you, so turning either off turns off both
• Bio Link thank-you - when someone registers their interest on your Bio Link
• Welcome email - when someone unlocks a report or signs up for updates, including through an embed
• Instant valuation email - when someone values their home on your valuation page. Turn this off if your CRM already sends one

They are all on to start with, and a switch saves as soon as you flip it. Settings > Email settings has a link to the same place.

What they look like

All five look like the emails you send from the Emails page: your words, with your agency name and an unsubscribe link in the footer at the bottom. Like those emails, they have no logo unless you add one. Each one signs off with your Email Sender Name from Email settings, so a one-person agency signs as you rather than as a team. If you haven't set one, it uses your agency name.

• The thank-yous thank the person for their enquiry and show the property they asked about, with its photo, price and a button to the listing, and your phone number if you have added one in your settings.
• The market report ad thank-you is headed "Here's your [area] market report", thanks them for asking for it and has a button to the report, which opens without asking for their details again. It goes every time someone asks, including people already on your list.
• The welcome email greets the lead by first name, thanks them for their interest in their area's property market and tells them what to expect from you. If they unlocked a report, a button to it sits just above your sign-off.
• The instant valuation email tells them their valuation is ready, with a button back to their result just above your sign-off.

Until you make your own version, each one goes out as the system template, which we keep up to date: when we improve one, your next email uses it straight away.

Changing an automatic email

Click an email on the Automatic tab and it opens in the same editor as your templates, with the preview beside it filled with example details.

1. Change the Subject, the Preview line and the words, and add pictures, buttons or anything else from the toolbar, just as in a template
2. Type / or press Insert to add a detail that changes for each person. Each email offers only the details it can fill, such as Full address, Street and postcode and Your phone number in the thank-yous, or Area in the welcome email and the market report ad thank-you. If you have no phone number saved, the sentence with it is left out
3. Press Save. The next one goes out exactly as you saved it

Each email has its own block: the property card in the thank-yous, the report button in the welcome email and the market report ad thank-you, and the valuation button in the instant valuation email. You can drag it to where you want it. If you delete the property card or the report button, a button on the toolbar puts it back. The report button in the market report ad thank-you and the valuation button can't be deleted, because each is what its email is for.

To add your logo, press Image on the toolbar and pick one of your saved logos under Or add your logo. Choose the one you can see clearly, since emails are white. It goes in small, like a letterhead, and you can drag it to the top.

Each email has a badge on the tab: Your version once you have saved your own, or System template until then. To go back to the system template, open the email, press Restore system template and confirm.

Email delivery

Welcome emails are sent using your workspace's configured email domain. If you have a custom email domain set up, the welcome email comes from your domain. Otherwise, it uses the default Market Trak sending domain.