Best Practices for Using AGENTVIEW CRM’s Email Campaign Tool
Make the most of your AGENTVIEW Email Campaigns with helpful tips for writing engaging emails, choosing the right audience, improving deliverability, and building stronger relationships with your real estate clients.
Email marketing is one of the easiest ways to stay connected with your leads, past clients, and potential buyers and sellers.
Whether you're sharing a new listing, sending a market update, or staying in touch with your sphere of influence, AGENTVIEW Email Campaigns help you communicate with your contacts and keep your business top of mind.
But sending a successful email campaign isn't just about clicking Send. Following a few simple practices can help your messages look professional, reach more inboxes, and encourage clients to stay engaged.
Here are our recommendations for getting the most out of your email campaigns.
1. Send Emails from Your Own Email Address
Your clients are more likely to recognize and trust messages that come directly from you.
Whenever possible, use your professional or business email address when setting up your campaigns.
For example, an address like alex@yourrealty.com looks more personal and professional than a generic, unmonitored email account.
A few things to keep in mind:
Use an email address that your clients will recognize.
Make sure your email address is properly configured and authorized for sending.
Avoid using no-reply addresses when you want clients to respond.
If you use a custom business domain, ask your email provider about SPF, DKIM, and DMARC authentication.
These authentication settings help email providers verify that messages are legitimately being sent from your domain.
2. Write Subject Lines That Get Attention
Your subject line is one of the first things clients see, so make it count!
Keep it clear, relevant, and easy to understand.
Here are a few examples for real estate agents:
New Listings This Week in Riverside
Your October Real Estate Market Update
Thinking About Selling? Here's What to Know
5 Tips for Preparing Your Home for Sale
Avoid excessive capitalization, misleading statements, or phrases like "ACT NOW!!!"
Instead, write naturally and let your clients know what they'll find inside your email.
3. Focus on Content Your Clients Actually Want
One of the biggest mistakes in email marketing is sending messages that only promote your business.
Your campaigns should also provide information your clients find useful.
Consider sharing:
New Listings: Properties that may interest potential buyers.
Market Updates: Local housing trends, pricing information, and neighborhood activity.
Homeowner Tips: Helpful advice about maintenance, renovations, or preparing to sell.
Community News: Local events and neighborhood updates.
Client Check-Ins: Seasonal greetings, helpful reminders, or personal updates.
Keep your emails conversational, as though you're speaking directly to one client.
Use short paragraphs, clear headings, and an easy-to-find next step.
For example, if you're promoting a new listing, include a clear link such as View Property Details or Schedule a Showing.
4. Send Campaigns to the Right Contacts
Not every email needs to go to everyone in your database.
Sending relevant information to the right audience is often more effective than sending the same message to your entire contact list.
For example:
Buyers: Send new listings, financing tips, and homebuying information.
Sellers: Share market updates, home valuation information, and selling tips.
Past Clients: Send homeowner tips, community updates, and seasonal greetings.
Investors: Share investment opportunities and relevant market information.
AGENTVIEW's contact organization tools can help you manage different groups of leads and clients.
Important: Only send marketing campaigns to contacts you are authorized to email. Avoid purchased or scraped contact lists, and always respect unsubscribe and do-not-contact requests.
5. Find the Right Email Frequency
You want clients to remember you, but you don't want to overwhelm their inboxes.
A consistent schedule of useful emails is generally better than sending several messages without a clear purpose.
Here are a few examples of a balanced email schedule:
Weekly: New listings, market updates, or community highlights.
Monthly: Real estate newsletters or housing market recaps.
Quarterly: Seasonal homeowner tips or client appreciation messages.
These are suggestions, not rules. The right frequency depends on your audience and the value of your content.
Although AGENTVIEW does not currently impose its own daily campaign sending limit, that doesn't mean sending unlimited emails is a good idea. Your sending provider and recipients' email services may still apply limits or filtering.
If you're planning a large campaign, consider organizing your audience into smaller, relevant groups.
6. Keep Your Emails Clean and Professional
You don't need an elaborate email design to make a good impression.
Simple, well-organized emails are often easier to read, especially on mobile devices.
Before sending your campaign:
Use a clear subject line and easy-to-read formatting.
Avoid overcrowding your email with too many images or graphics.
Make sure your links and buttons lead to the correct pages.
Include descriptive alternative text for important images when supported.
Review your spelling, contact information, and branding.
Send yourself a test email to check how everything looks.
Quick Tip: Always review your email on a mobile device. Many clients check their messages on their phones, so it's important that your content is easy to read on smaller screens.
7. Respect Unsubscribe Requests and Email Requirements
Building trust means giving your clients control over the messages they receive.
AGENTVIEW automatically includes an unsubscribe link in email campaigns so recipients can choose to stop receiving future marketing messages.
When sending campaigns, remember to:
Clearly identify yourself or your business.
Use honest subject lines.
Include a valid business mailing address.
Honor unsubscribe and do-not-contact requests.
Follow applicable email marketing and privacy requirements.
These practices help maintain your professional reputation and support responsible email marketing.
8. Review Your Campaign Results
Once you've sent a campaign, take a moment to see how it performed.
AGENTVIEW's campaign reporting tools help you understand how your contacts are interacting with your emails.
Pay attention to available information such as:
Open Rates: An estimate of how many recipients opened your email.
Click Rates: How many recipients clicked a link in your message.
Unsubscribes: Contacts who chose to stop receiving your marketing emails.
Remember that email open tracking isn't always exact, so it's helpful to consider clicks and other engagement alongside open rates.
Over time, reviewing your campaigns can help you understand which subjects and messages are most useful to your audience.
For example, if your market update emails consistently receive more engagement than your general newsletters, that may be a good indication that your contacts appreciate local housing information.
Build Relationships, Not Just Email Lists
The most successful email campaigns focus on staying connected and providing value.
You don't need to send an email every day or constantly promote your latest listing. Sometimes a helpful market update, homeowner tip, or personal message can make a bigger impression.
Quick Tip: Before sending your next campaign, ask yourself one simple question: Would I find this email useful if I were receiving it?
If the answer is yes, you're on the right track.
The goal is to keep your clients informed, maintain meaningful relationships, and make AGENTVIEW a valuable part of your real estate marketing strategy.