Danny Schaffer

Admin - Managing Accounts

Creating and Activating Agent Accounts

How an admin creates a new agent account, and how to troubleshoot common account-creation errors.

How do I create an agent account as an admin?

Adjusting Company Pay Subscriptions and Assigning to Agents

How an admin can approve an agent account so it moves from Approval Required to active status.

How do I make an account active if it is in an "Approval Required" status?

Managing Agent Accounts

As an admin, you'll head to the Agents > Groups > Manage Agent Access menu to create new Groups, add Agents to Groups, and remove Agents from Groups.

How do I manage Groups in my Admin account?

I’m a Marketing Manager, how do I access my agents’ accounts?

Can you, the rezora team, change the "Admin access" setting for one of my agents?

An overview of the performance metrics available in your Company Admin dashboard and Templates page..

Company Admin Performance Stats

What is the difference between a company admin and an agent account?

Marketer Distribution Lists

The difference between a Suspended account (billed, access blocked from sending) and a Deactivated account.

What is the difference between Suspended and Deactivated?

Sign In

Agent Account Overview

Getting Started

Steps to sign in to rezora using a one-time password sent by email, text, or generated in an authenticator app.

How do I sign in to rezora?

Shows the steps for signing an agent account up for product access to Lead Nurture, Drip Campaigns, Automation, or any combo of those subscriptions.

How do I subscribe for product access?

Suggestions for keeping an account secure, not giving in to phishing attacks, not sharing the verification code (OTP) for an account, and giving marketer admin access via "Admin Access" setting rather than sharing the OTP.

How do I keep my account secure?

Why does my email address say it is already in use?

Instructions on how to reach the area to update your sign-in methods, followed by instructions for email, phone, and authenticator app sign-in methods.

How do I change my sign-in options?

Settings

How do I change the profile image on my account?

Set up Authenticator app access to generate sign-in codes directly on your device instead of receiving them by email or text.

Setting up Authenticator App Access to rezora

How do I update my Contact Information?

Why rezora uses One Time Passcodes instead of a fixed password, and how to check if your information has been exposed in a data breach.

Why we use One Time Passcodes (OTPs)

I was sent a new passcode, where is it?

How to update your credit card and billing information for your rezora subscription

How do I update my billing information?

How to enable admin access to your rezora Company or Group Admin. 

What does “Admin Access” mean? Or, how can I let my marketer access my Account?

An overview of rezora's integrations:  Canva, Lofty, BoldTrail, Cloze, Zapier, stock imagery, Google Analytics, and the API

Where is the Apps & Integrations page?

How do I get my API Username and Password?

Can I call you to give you my credit card number?

How do I cancel my subscription?

How do I update my logo? (Agent)

How to set up a Gmail filter so rezora verification code emails always reach your inbox

Using Gmail Filters to find/surface rezora Verification Code emails

Using Outlook Rules to find/surface rezora Verification Code emails

How to permanently and irreversibly delete your rezora account and all personally identifiable information.

How do I completely delete (purge) my account and all of its personally identifiable information?

How to disable open and click tracking across your whole rezora account, rather than contact by contact.

Turning Off Open & Click Tracking for Your Entire Account

Listing Feed Set-up

Connecting your Agent ID to pull in listings

How to create a Custom Listing manually or by copying an existing listing in your account, then using that listing in an email.

How do I create and use a Custom Listing/Custom Copy?

How do I delete a Custom Listing?

rezora is only able to display Sold listings for a certain period of time (or until the data is no longer provided to us). Use a Custom Listing to build your email even with MLS data.

Why isn't the listing I just sold in rezora?

The Dashboard

The Home page, Action Center, and Account Notifications Experience

Why does my email address have a deliverability issue?

What is a High Volume Sender?

How do I become a High Volume Sender?

What is the "My Monthly Emails" section on the Reporting page?

What is the difference between reach, opens, and clicks?

Where is the Lead Nurture marketing piece/email that I started?

Contacts

Adding Contacts

Connecting your BoldTrail account to rezora

Use the Import from CSV FIle option to import contacts into your rezora account in bulk.

Importing and uploading contacts into rezora

How do I add an individual contact?

Head into the contact's information and click "Edit Contact" to update. Don't forget to "Save Changes!"

How do I edit a contact?

Import History Page

Is there a limit to how many contacts you can put into rezora?

How can I see which contacts did not import?

What is a Sample Outlook CSV File?

Connecting your Cloze Account to rezora

Distribution Lists & Spheres

How do I create distribution lists?

Adding an Individual Contact to a Distribution List

What are Company Spheres?

How to merge one Distribution List into another by exporting and re-importing contacts.

How do I merge a distribution list into another?

How to find and filter contacts that aren't in any Distribution List.

How do I see who's not in any distribution list?

Bounced & Unsubscribed Contacts

What is a “bounced contact”?

What it means when a contact unsubscribes, and how to view or export your unsubscribed contacts list

What is an “unsubscribed contact”?

Why rezora can't clear all bounced email addresses for you, and what to do instead.

Can you clear my bounces?

Someone unsubscribed from me

Head to the Contacts page and use the Options menu in the general Contacts area or in a Distribution List to surface, then export a list of bounced contacts.

How do I export a list of reasons for contact bounces?

Head to the Contacts page and use the Options there to view these contacts, then take action if needed.

How do I find which contacts have "bounced"?

Frequently Asked Questions

How do I automatically add new contacts to the Primary Sphere?

rezora's policy on deactivating inactive accounts and deleting saved contact data after 30 days of inactivity

rezora Deactivation and Contact Deletion Policy

Start a CRM sync (Cloze, Lofty CRM, BoldTrail CRM, and MoxiEngage CRM)

How do I delete a contact?

The accepted date formats for importing Birthday and Home Anniversary contact data.

What date format is used for Birthday and Home Anniversary data for my contacts?

Contact List Privacy

How to export all your contacts, or just a subset or Distribution List, as a CSV file

How do I export my contacts?

If I have the same person on a couple of distribution lists and send a marketing piece to both of those lists, will that contact get the marketing piece multiple times?

How do you determine the “Most Active Contacts”?

How can I capture email addresses on my website?

Why using third-party or purchased email lists violates rezora's Terms of Service and puts your deliverability at risk

Can I use third-party lists of email addresses with rezora?

Can you transfer my contacts from one account to another?

How to enable third-party cookies in Chrome if you've been struggling to make Contact Imports work correctly in the Chrome browser.

How do I allow third-party cookies so I can import contacts? (Chrome)

Contact previously reported email as spam - what does this mean?

How to disable open and click tracking for an individual contact, and what to know about CNIL compliance

Turning Off Open & Click Tracking for Contacts (CNIL Compliance)

Email Editor

Text & Buttons

How to Write with AI in Your rezora Account

How to add and format a text area in the email editor.

How do I add a text area?

How to add and configure a Text Content Block, including fonts, spacing, and alignment.

Settings for Text Content Block

In a text area, you can highlight specific text and link it using the "insert link" option in the WYSIWYG menu.

How do I link text?

Adjust the "letter spacing' setting for a Paragraph, List, Heading, or Button content  block

How do I adjust letter spacing in a text area?

How to add a button to a marketing piece, including linking it to a URL, email, phone call, or text message

How do I add a button?

How to add and configure a Button Content Block, including actions, styling, and sizing.

Settings for Button Content Block

Images

How do I add an image?

Use the "Action" field to link an image to open a web page, send an email, and more.

How do I link an image?

How to add and configure an Image Content Block, including sizing, alignment, effects, alt text, and linking.

Settings for Image Content Block

How do I edit my image?

Using the "Change Image" button to select a different image from the listing in the My Listings folder.

How do I select a different image from my listing?

Use the "Triangle" Shape in the image editor to add a play button style overlay to an image.

How do I add a play button to my image?

How to browse and add free stock photos from Pexels and Pixabay directly in the Zephyr builder.

How do I get some stock images?

Why can't I upload my image?

I'm trying to upload images, and it says I'm in "Read-Only" mode

How to Adjust Aspect Ratios on Images to Improve Alignment?

When I send an email, my images aren't displaying to my contacts. Why?

How do I connect my Canva account and use my images?

Additional Content

Adding a Viewed video to your email

How to add a BombBomb video to a marketing email using the BombBomb Video content block.

Adding a BombBomb Video to your Email

How to add a YouTube or Vimeo video to a marketing piece or template.

How do I add a video?

How to add and customize a divider line in the email editor.

How do I add a divider?

How to add and customize icons with accompanying text in the Zephyr editor.

Adding and Customizing Icons

Adding a Menu in Zephyr

How to link an image, text, or a button to download a PDF document

The ideal size of a YouTube thumbnail is 1280x720 pixels (a 16:9 aspect ratio)

What is the best YouTube thumbnail size for use in a marketing piece?

HTML Content Block allowed tags and attributes

SMS Links - Not Supported by Some Email Clients

How to use Smart Check

Adding Customizable Preheaders in rezora

Writing effective email Preheaders

Rows & Row Settings

What are rows?

What are Row Properties?

Add information about a listing to an email using an available Listing Dynamic Row. 

How do I add a listing row to my piece?

Add your contact information to an email using a dynamic "Agent" row.

How do I add my contact info to the footer?

Mobile Design

Desktop and Mobile View in the Zephyr Editor

What is "Hide on"?

How do I reverse stacking on mobile?

Layout & Template Settings

What can I change in "Settings"?

Click on a row, then head to the Customize Columns area in the "Row Properties" tab on the right to add, delete, or resize columns.

How do I add, delete, resize, or otherwise adjust columns in this row?

How rezora ensures your Zephyr-built emails render reliably across email clients.

Just how reliable is my content in the Zephyr Builder and Zephyr Editor?

Admin Tools

The Zephyr Template Builder - Creating Content (Video)

In the company admin template builder, dynamic tags are used to populate content from a different source when the template is later used by an agent account to create an email. Use them to simplify the content creation process for your agents.

What are Dynamic Tags and how do I use them? (Zephyr Builder)

Insert a placeholder image, set the image to be dynamic, and use the right tag to set your template up to pull in photos from outside sources like the agent profile, listing data, or article RSS feed.

How do I make an image dynamic? (Zephyr)

How to view, filter, rename, and edit your account's rows using the Row Manager