Getting Started Series: Using Quicksend

After you identify listing matches for a contact, you can easily email them to potential buyers using Quicksend. Quicksend allows for images and document attachments as well, and currently supports sending to up to 20 recipients.

Getting Started

Quicksend is currently available on the Contact and Listing object. To access Quicksend, open any Contact or Listing record and click the Email tab. 

Primary Features

Out of the box, Quicksend includes templates, merge fields, the ability to insert inline listings and the ability to attach PDF listings and files. These features are available in the lower left-hand corner of Quicksend. They are (from left to right) Templates, Merge Fields, Insert Listings, Attach Files or Listing PDFs and Save as Template.

Templates

Templates will tremendously lower the amount of time spent drafting emails, by allowing you to automatically generate personalized, predefined messaging for each send. You can also sort templates using the templates collection screen. Click here to learn more about template collections.

Merge Fields

Merge Fields allow you to quickly and easily personalize your email messages - even while sending to multiple recipients. 

Insert Listings

A powerful feature of Quicksend is the ability to insert one or multiple listings into your email. These listings live inside your email and do not require the recipient to open a separate attachment to view.

Attach Files or Listing PDFs

Attached listings are sent as PDF attachments to your email message. This keeps the body of your email uncluttered and allows your recipient to download and/or print them as a PDF document. You can also attach other files and media using this feature.

Save as Template

You can save any message as a new template, by clicking the far right “save icon” in the lower left corner.

Send Options

After you have drafted your message, Quicksend offers a couple of options for selecting layout, previewing and debugging your message. These features are available in the lower right-hand corner of Quicksend. They are (from left to right) Layouts, Preview and Errors.

Layouts

Layouts determine the look, feel and structure of your emails. Click the layout icon to choose between between available layouts.

Preview

Use preview to view your message as a final proof before sending.

Errors

Sometimes when drafting messages in Quicksend, errors are made. You will be notified of any errors here.

Click here to learn more about using Quicksend in Propertybase.


This is Part 7 of 12 in our Getting Started with Propertybase series. We recommend you continue to follow along, in order, as we walk through the entire Propertybase process, from lead to close.


Next Up: Managing Listings

So far we've covered Contact, Activity and Inquiry Management, as well as Listing Matching and Linked Listings. In the next article we will learn about Listing Management.

Click here to learn about Managing Listings in Propertybase.

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