Choose who gets your email

Open an email's checklist and tap To. One number at the top says how many people will get it, and everyone else is listed under Left out with the reason. Anyone with an email can get it unless one of the reasons below leaves them out.

Start from your sphere

An empty To shows starting points side by side, each with how many people would get the email: your groups (the ones you've emailed lately first), past clients, buyers and sellers planning a move in the next six months, recent open-house visitors and the guests who came to your last event. Tap one to use it.

Below them:

• Search People… asks the way People search does ("homeowners in Maplewood", "past clients I haven't talked to this year").
• Pick people… finds people by name. Pick as many as you like across searches.
• An event's guests… takes who's going, who came or everyone invited.
• Everyone with an email is last on purpose. Most newsletters do better sent to the people who know you best.

You can also start from where the people are: Email this group on a group's page, Email these 214 on People search results, Email an announcement on a home and Email an invitation on an open house.

Add more, or leave people out

Everything under Send to adds together, and anyone in two sources is counted once. Leave out takes people away: a group (your vendors, say), a search, people by name, or who got an earlier email. Sending last month's newsletter to new people? A duplicated email offers Leave out who got that email right at the top.

A search that matches what Avery noted ("mentioned golf") keeps the people it found when you added it and says "as of today". Tap Refresh to look again.

If a group in Leave out is deleted, its people stay left out. If an event or email in Leave out is deleted, To says so in red, and the email can't go out until you remove it and choose who to leave out again.

Can't get your emails

These people can't get this email, and no setting changes that. Tap the row to see each reason and who's in it:

• No email: add one on their page.
• Unsubscribed or marked an email as spam: only they can ask for your emails again.
• You stopped emailing: undo it on their page.
• Asked to stop by reply · waiting on your answer: their words are right there. Tap Yes, remove or No, keep.
• Emails bounced: fix the address on their page.
• Another real estate agent represents them, or they said so at your open house.
• Already have 5 emails from your team within 30 days, counting emails that are scheduled: the row says when they can get another.
• On your team.
• More with no contact yet: past the 250 a day that can go from the shared address. Send them the same email tomorrow, or send from your own domain.

Left out unless you include them

These are left out by default, and Include lets them in for this email only. It's never remembered for the next one. Tap a row to see who's in it before you decide.

• No contact yet: AveryIQ hasn't seen you two in touch. Text or call them and they'll be in, or tap Include. They go out last, 100 at a time, and the rest are skipped if too many bounce. See Who can get your emails.
• Nurture off
• Have another email from your team within 7 days, sent or scheduled
• Waiting on your reply: answer them first; a newsletter isn't a reply.
• A teammate's people: people assigned to a teammate, whoever the email is from.
• Other real estate agents, unless your search asked for them.

People you pick by name skip these, and so do an event's own invitation and reminder: picking them was the decision. An event's guests added to any other email, like a newsletter, meet them as a group does. No contact yet is the one that still applies to them: tap Include to let those people in.

If your team's emails have had too many spam reports, No contact yet moves under Can't get your emails and can't be included until the reports age out.

Clients in a deal

Clients in an active deal get the email by default. They have their own row under Clients in a deal. Tap Leave out if this one isn't right for them.

Who gets it

See all lists everyone who'll get it, A to Z, with search. Tap the × beside someone to take them out (with Undo); they move to You took out, where Put back brings them back.

Couples who share one email address get one copy together. Each guest on an event invitation gets their own copy with their own RSVP link.

How often

No one gets more than 5 emails from your team in 30 days, and by default not two within 7 days. Both count every teammate's emails, at the time each one is set to go, including ones scheduled for later. An event's invitation and its reminder count as one.

One email isn't a touch

An email blast never counts as reaching out to someone. Your deck still brings people up for a personal text or call.