The Basic Email Editor is the default view when choosing to send an email via BoldTrail.

To learn more about kvCORE's emailing options, click here.

It is the original and easiest email editor to use within BoldTrail, and can easily be used to send one-off messages to your book of business in the Smart CRM or quickly respond to an email sent by a lead regarding search alerts from within their contact record.

The Basic Editor can be separated into three distinct parts:

The email editor will look a little different depending on which emailing tool you decide to use to send the message, but the main sections still work similarly.

The header of the email editor contains the 'Contact' and 'CC/BCC' drop-downs to choose your contact(s) from; these are the email addresses you will send the email to.

The header section also contains the email subject line field, along with the MLS ID section. To add an MLS ID, start typing within the MLS ID field, and select your desired property.

The 'Search Templates' menu gives you the option to use a previously saved canned response instead of typing out the message.

You may also click on the "Advanced Editor" toggle at the top right to switch the editors.

TIP: Because switching between email editors deletes any currently existing text in the Message text box, save your text if you would like to use it with the editor you are switching to.

For more information on the Advanced Email Editor, click here.

The Message text box is where you will type the body of your message into. It also comes with a table of formatting options at the top that you can use when editing your text.

The basic email editor limits your message to mainly plain text with a few enhancement options, like adding links or merge tags.

You can easily add attachments to your emails using the 'Add Attachment' button on the bottom left of your email editor.

Note: All attachments sent via email must not exceed 20 MB total.

To learn more about merge tags, click here.

TIP: Use the {unsubscribe_url} to add an unsubscribe button for your contacts.

Plain text emails are far less likely to be flagged by spam filters in your contacts' inboxes and allow for simple, to-the-point emailing with no distractions to take attention away from your main message.

However, you can spice up your email by taking advantage of the editor's table of formatting tools.

The Paragraph drop-down allows you to easily add different types of headers to call attention to important sections of your email and add seamless sub-sections.

'B' and 'I' can be used to Bold and Italicize text, respectively, and the Increase/Decrease Indent buttons allow you to create indents to call out quotes or create multiple paragraphs.

The '<>' icon will make the Source Code box appear in which you can add any custom HTML that you would like to display in your email.

This is usually used to add videos and images to the email, although it is strongly recommended that you switch to the Advanced Email Editor if you wish to add videos and/or images.

The Chain or Link icon will make the 'Insert Link' box appear with options to hyperlink some or all of your email's text with a URL.

The 'Url' field is where you will paste in the web page's address and the 'Text to display' is what you want to hyperlink. Hyperlinking is when you make something clickable, in this case, your text. When clicked, the contact is then taken to that web page.

TIP: When hyperlinking text, the best way to do so is by using your cursor to highlight the desired text prior to clicking the link icon. This pre-fills the 'Text to display' field with your chosen text to hyperlink.

You will want to set the 'Target' drop-down to 'New window' so that the hyperlinked web page does not open in the same browser tab, replacing the contact's inbox.

The Sun icon at the end of the top row gives you a list of merge tags to choose from, like Lead First Name and Agent Signature.

The second row of formatting tools gives you the option to include Bullet Points, Numbered Lists, and change the Font Style along with the Font Size.

TIP: For a fee, Inside Real Estate can upload additional fonts to your font library. At this
time the editor only supports custom fonts with an OFL (Open Font License), meaning
free to use commercially. Reach out to support for more details.

The last two icons in the bottom row allow you to add a Horizontal Line or a Table, as needed.

To add an attachment click 'Add Attachment' at the bottom left underneath the text box.

At the bottom of the email editor, there is a toggle to include the signature that you created in the 'Signature' box of your profile.

Please Note: If you do not have a signature added to your profile, nothing will display at the bottom of your email. You must either add a signature to your BoldTrail profile, use merge tags to have your signature auto-fill upon being sent, or manually type or copy/paste it into the bottom of your message draft.

When you are satisfied with the way your email is, simply click the green "Send" button in the bottom right corner.

Have more questions? Please reach out to Customer Support via the blue chat bubble to the right or by emailing support@insiderealestate.com!

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