Task guide

Create and design an Email Blast

Choose single or portfolio design behavior, use live responsive preview, understand autosave, and hand off to the correct audience and delivery path.

15 to 35 minutesFor Users designing a property campaignIntermediateLast verified September 3, 2026

Outcome

You can create a complete, saved, responsive campaign, choose the specialized single-property or portfolio workflow, and recognize that CREBuilder does not provide campaign scheduling.

Navigation path

Email Blasts > New email blast or Draft > Composer

Access

Active CREBuilder subscription for new hosted sends; prior drafts and history may remain visible

On this page

Before you start

Data, sources, and access to prepare

  • One completed document for single-property mode or at least two for multiple-property mode
  • Current property images, metrics, broker profile, and listing links

Choose the composer mode before designing

Email Blast composer showing subject, preview, sending method, and campaign mode controls.

Short animated UI capture. No audio.

Create a campaign and choose Single-property or Multi-property before editing content and building the audience.
Show the single-property versus multi-property decision and its different controls.
The campaign mode and controls unique to that mode are visible.
Choose the composer mode before designing
ModeBest forDesign behavior
Single propertyOne sale, lease, or BOV listingFour templates, section controls, gallery selection, property metrics, inline content, and optional website CTA
Multiple propertiesA portfolio or selection of at least two listingsFixed portfolio hero and property cards, with shared colors, fonts, and eligible property website links

Hidden controls are intentional

Portfolio mode does not expose the single-property template, section, gallery, or metrics controls. Use the mode that matches the actual message rather than looking for hidden settings.

Build and preview the campaign

Orient users to subject, sections, audience, preview, test, and delivery controls.
Composer fields, preview, and delivery controls are visible together.
Demonstrate switching preview modes and checking the resulting layout.

Short animated UI capture. No audio.

The preview mode changes and the corresponding layout is visible.
Demonstrate entering and applying an inline campaign content edit.

Short animated UI capture. No audio.

The editor accepts the change and the preview reflects it.
  1. 1

    Confirm source properties and method

    Email Blast composer header and Send with area

    Verify the selected document or documents and CREBuilder Mail versus Download HTML.

    Expected result: The campaign structure and delivery boundary are correct before content work.

    If this does not happen: If the wrong source was selected, return to the hub and start the correct draft. Do not disguise it by editing only the title.

  2. 2

    Write the subject

    Composer > Subject line

    Enter a specific subject of no more than 300 characters.

    Expected result: Preview shows a clear, audience-appropriate subject.

    If this does not happen: If the subject exceeds the limit or lacks context, shorten it before audience work.

  3. 3

    Write the message

    Composer > message controls

    Enter the intended introduction or portfolio message.

    Expected result: Preview updates with the campaign message.

    If this does not happen: Remove unsupported or ambiguous claims before audience work.

  4. 4

    Apply available design controls

    Composer > Design

    Configure only the controls offered for the current mode.

    Expected result: The visual hierarchy supports the message without hiding required facts.

    If this does not happen: If a control is absent, check whether the campaign is in portfolio mode.

  5. 5

    Review campaign content

    Composer > Preview

    Inspect images, metrics, links, broker identity, and footer context.

    Expected result: Every visible campaign element is current and relevant.

    If this does not happen: Correct the source property or campaign control for the first mismatch.

  6. 6

    Open each responsive preview

    Composer > Preview width selector

    Switch between Desktop and Mobile.

    Expected result: The preview renders at each supported width.

    If this does not happen: Reload the composer if a preview mode does not render.

  7. 7

    Read the full preview

    Composer > Full preview

    Open the full preview.

    Expected result: Content, cropping, links, spacing, and footer remain readable at both widths.

    If this does not happen: If content is clipped or a link is unavailable, correct the source property or design before proceeding.

Understand autosave, recipients, and delivery

Show a completed draft ready for test, review, send, or HTML download.
Draft readiness and the permitted next actions are visible.

Draft to outcome

Design is autosaved, but recipient files and delivery require separate explicit actions.

  • Edit campaignDraft autosaves after about 1.2 seconds
  • Draft autosaves after about 1.2 secondsBuild and review audience
  • Build and review audienceHosted preflight and send
  • Draft autosaves after about 1.2 secondsDownload HTML

Important draft boundaries

  • A current-property workflow can resume its draft.
  • An imported recipient file is never stored with the draft and must be re-imported after reload or later return.
  • A matched audience handoff opens context but does not insert or send until the user explicitly reviews and inserts it.
  • Download HTML contains design, not a recipient list or a delivery event.
  • There is no in-app campaign scheduling control. Send now through hosted Mail or schedule in an external platform after downloading HTML.

Recover design and mode problems

Show a recipient, allowance, content, or consent blocker before send.
The blocker and affected preflight item are visible.
Show the campaign passing preflight after the documented correction.
The blocking item is cleared and the next delivery action is enabled.
A control described for single property is missing

Likely cause: The campaign is in multiple-property mode, where the portfolio layout is fixed.

  1. Confirm the selected property count.
  2. Use portfolio colors, fonts, message, and property cards.
  3. Start a separate single-property campaign when detailed sections are required.
Recipient file disappeared after returning

Likely cause: Imported files are intentionally not stored with drafts.

  1. Re-import the original file.
  2. Review its count and provenance again.
  3. Do not assume the old audience is still attached.
The requested property website link is unavailable

Likely cause: Listing Hub is disabled, a source property is unpublished, or link status could not be confirmed.

  1. Read the composer availability label.
  2. Publish every included property when appropriate.
  3. Retry status before enabling the CTA.
  4. Do not paste an unverified public link into campaign content.
You need a scheduled send

Likely cause: CREBuilder Mail does not currently expose campaign scheduling.

  1. Send now only when ready.
  2. Or download HTML and use an external campaign platform that supports scheduling.
  3. Do not promise an in-app scheduled state.

Final verification

  • Composer > Design: The visual hierarchy supports the message without hiding required facts.
  • Composer > Preview: Every visible campaign element is current and relevant.
  • Composer > Preview width selector: The preview renders at each supported width.
  • Composer > Full preview: Content, cropping, links, spacing, and footer remain readable at both widths.
  • No blocking warning, failed status, or unresolved validation message remains in the completed workflow.

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