How to Enable or Disable Auto Emails
Automated emails are one of the most powerful tools you can use to streamline communication, stay organized, and deliver important information to clients without having to manually write a new message every time. Whether you are managing a CRM, running a real estate business, organizing events, or using any type of system that sends email notifications, knowing how to enable or disable auto emails is essential. It ensures that your recipients get the right information at the right time—while also giving you full control over what messages go out and when.
Below is a comprehensive guide that walks you through why auto emails matter, how they work, step-by-step instructions for enabling and disabling them, and best practices for getting the most value from automated email settings.
Why Auto Emails Matter
Auto emails save time, reduce human error, and ensure consistent follow-up, which is especially important in industries like real estate, hospitality, events, retail, and customer service. Examples include:
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New lead notifications
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Appointment confirmations
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Listing updates or alerts
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Weekly newsletters
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Payment reminders
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Account status updates
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Follow-up sequences for customers or prospects
When configured properly, these automated communications enhance professionalism and help you stay top-of-mind with clients. However, if they are misconfigured, outdated, or simply unnecessary, they can create confusion or overwhelm recipients—making it just as important to know how to turn them off when needed.
When You Should Enable Auto Emails
Turn auto emails on when you want to:
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Send immediate responses to website inquiries
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Deliver property updates or listing alerts
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Confirm appointments or bookings
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Provide automated onboarding messages
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Follow up with leads without manually emailing each one
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Notify clients about status changes or updates
Enabling auto emails ensures a more seamless experience for your clients and helps you maintain consistent communication even when you’re busy or away.
When You Should Disable Auto Emails
There are also situations where you may need to pause, stop, or disable auto emails, such as:
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Rebranding your messaging or updating templates
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Changing CRMs or systems
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Avoiding duplicate emails from multiple platforms
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Temporarily stopping alerts when listings are under contract
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Preventing messages from going out during maintenance or testing
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When a client asks to pause notifications
Turning off specific emails—rather than disabling the entire system—is often recommended so you can maintain essential communication while preventing unnecessary messages from going out.
How to Enable or Disable Auto Emails (General Steps)
Different systems have slightly different workflows, but most platforms follow the same basic structure. Below is a universal step-by-step guide you can apply to almost any CRM, email marketing system, or business platform:
1. Log into Your Account
Start by signing into your CRM, email platform, or business portal. Navigate to the dashboard or main menu.
2. Go to Email or Notification Settings
Look for an option labeled:
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Email Settings
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Notification Preferences
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Automation
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Workflows
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Campaigns
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Triggers
This is typically where your auto email settings are stored.
3. Find the Auto Email or Automation You Want to Modify
Most systems list automated emails individually. Examples include:
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Lead Alerts
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Drip Campaigns
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Market Updates
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Appointment Reminders
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Task Notifications
Click on the specific automation you want to adjust.
4. Toggle the Automation On or Off
Many systems offer a simple switch to enable or disable the automation.
If the platform uses workflows, you may need to:
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Activate or deactivate the workflow
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Pause the campaign
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Turn off a trigger
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Remove a recipient
5. Save Your Changes
Always confirm your update by clicking Save, Apply, or Update Settings.
6. Test Your Settings
Send a test email to yourself or check the activity log to ensure the automation is working—or not working—exactly as intended.
Best Practices for Managing Auto Emails
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Review your templates regularly to ensure accuracy and brand consistency.
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Limit unnecessary emails to avoid overwhelming subscribers.
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Use personalization to improve engagement and build trust.
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Monitor unsubscribes and spam complaints to adjust your messaging.
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Create separate automations for buyers, sellers, clients, and leads.
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Document your settings, especially if multiple team members access the system.
How to Enable or Disable Auto Emails from SmartMLS on Vimeo.
