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Scheduled Emails
Create, schedule, and monitor automated email campaigns
Total Campaigns
8
5 active, 3 completed
Scheduled Today
2
Next: 2:00 PM
Average Open Rate
75%
Industry avg: 21%
Total Recipients
357
Across all campaigns
Email Campaigns
Manage your automated email campaigns
| Campaign Name | Subject | Recipients | Schedule | Status | Performance | Actions |
|---|---|---|---|---|---|---|
| Weekly Rate Update | This Week's Mortgage Rate Update | 125 clients All active clients | Tomorrow 9:00 AM | Scheduled Weekly | Not sent yet | |
| Refinance Opportunity Alert | Limited Time: Refinance and Save | 42 clients Refinance candidates | Tomorrow 10:30 AM | Scheduled One-time | Not sent yet | |
| New Client Welcome Series - Day 1 | Welcome to Our Mortgage Family | 8 clients New clients (last 24h) | Today 3:00 PM | Scheduled Triggered | Not sent yet | |
| Application Follow-up Reminder | Complete Your Mortgage Application | 15 clients Incomplete applications | Today 2:00 PM | Scheduled Triggered | Not sent yet | |
| June Market Update | June 2023 Housing Market Update | All clients All clients | June 15, 2023 9:00 AM | Draft Monthly | Not sent yet | |
| Loan Anniversary - 1 Year | Happy Loan Anniversary! | 12 clients 1-year loan anniversaries | June 10, 2023 10:00 AM | Scheduled Triggered | Not sent yet | |
| Rate Drop Alert | Rates Just Dropped - Act Now! | 150 clients Rate-sensitive clients | June 1, 2023 11:00 AM | Sent Triggered | Open: 82% Click: 55% | |
| Loan Closing Congratulations | Congratulations on Your New Home! | 5 clients Recent closings | May 28, 2023 2:00 PM | Sent Triggered | Open: 100% Click: 80% |
Last email sent: Today, 9:00 AM
Email Templates
Reusable email templates for your campaigns
Rate Update
Weekly rate update for clients
Refinance Opportunity
Targeted email for refinance candidates
New Client Welcome
Welcome email for new clients
Application Follow-up
Follow-up for incomplete applications
Market Update
Monthly market update newsletter
Client Anniversary
Anniversary of loan closing
Create New Email Campaign
Set up a new automated email campaign
Estimated recipients: 125 clients
Email Analytics
Performance metrics for your email campaigns
Average Open Rate
75%
+5%
Industry average: 21%
Average Click Rate
42%
+3%
Industry average: 2.5%
Unsubscribe Rate
0.5%
-0.2%
Industry average: 0.5%
Email performance chart will appear here
Best Performing Emails
Your top performing email campaigns
Rate Drop Alert
Sent: June 1, 2023
82% Open Rate
55% Click Rate
New Client Welcome Series - Day 1
Sent: Ongoing
85% Open Rate
60% Click Rate
Loan Closing Congratulations
Sent: May 28, 2023
100% Open Rate
80% Click Rate