Maximize Your Outreach with Mass Email Functionality
Unlock efficient communication to engage leads and nurture relationships at scale.
Why This Feature Matters
Effective communication is crucial in real estate. Many agents struggle with manually reaching out to their leads, often leading to missed opportunities. Sierra's mass email functionality addresses this issue, enabling you to automate outreach and improve engagement with clients and prospects.
Key benefits include:
- Efficient Lead Nurturing: Automate your communications through listing alerts, drip campaigns, and action plans.
- Performance Tracking: Gain insights on email performance metrics such as opens, clicks, and unsubscribes.
- Centralized Control: Manage outbound communications seamlessly with a verified sender domain.
- Scale Your Efforts: Reach a larger audience more effectively while saving time.
Step-by-Step Instructions
1. Create a SendGrid Account
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Visit SendGrid’s website to sign up and review pricing.
2. Generate and Copy Your API Key
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Follow this guide to create an API key.
3. Access the Sierra Integrations Manager
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In Sierra, navigate to Integrations Manager.
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Select SendGrid under “Mass Email Integrations”.
4. Paste API Key and Validate
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Enter the API key from your SendGrid account.
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After validation, input your preferred username and sending domain.
5. Verify Sender Identity in SendGrid
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Follow this guide to verify your domain.
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If Sierra hosts your domain via Cloudflare, contact support@sierrainteractive.com for help completing verification.
6. Choose Sending Domain and Handle
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After verifying, select your sending domain from the dropdown in Sierra.
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Add a handle (username) for that domain.
7. Understand the Sending Rules
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By default, emails will be sent from the selected handle/domain unless a user has an individually connected email with the same domain.
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Listing alerts always use the domain/handle from the integration, regardless of user-level settings.
8. Review Email Performance
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Go to the Mass Email Dashboard in Sierra:
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View all sent emails
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Filter by sender
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Track open rate, click rate, and unsubscribes
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9. Edit or Disconnect Integration
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To manage the connection:
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Return to Integrations Manager
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You can disable, validate, or disconnect the integration at any time
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Best Practices
- Choose Professional Branding: Use a consistent and professional domain for your emails to enhance trust and recognition.
- Verify Before Launch: Always ensure sender identity verification is complete before launching campaigns to avoid delivery issues.
- Monitor and Optimize: Regularly check performance metrics to refine your email strategies for better engagement.
- Educate Your Team: Train your team on how individual email settings can impact email delivery for better consistency.
Troubleshooting Common Issues
Issue: SendGrid daily limit of 100 emails
Solution: Ensure your domain has been verified for more than 30 days to remove the trial limit.
Issue: Domain not appearing in dropdown
Solution: Double-check that sender identity verification is complete in SendGrid. If hosted by Sierra, reach out to Support for help.
FAQs
- What happens if my domain is still on SendGrid’s free trial?
- You can only send up to 100 emails/day until the domain has been verified for 30+ days.
- Will my existing action plans and listing alerts use the new sending domain automatically?
- Yes. Once integration is active, all emails of those types will use the verified domain.
- Can I use different email addresses per user for mass emails?
- Yes, if the user has connected an email with the same domain. Otherwise, emails are sent from the account-level domain/handle.