Articles on: Tasks

Email Task Overview - How to send Pre-written Emails

Email Task Overview: Send Pre-Written Emails


Email Tasks let you send pre-written ("canned") emails to any party on a transaction. Each one is both an email and a to-do: you send the email with the Preview & Send button, then mark the task complete when you're satisfied it's done.


How email tasks are formatted


Every email task is pre-built with SmartTags:


  • The transaction name appended to the subject — e.g., "Time to Transfer Utilities - 456 Main St." Nekst adds the address automatically.
  • A greeting you set with a SmartTag like #recipients.to.firstName. Multiple recipients format as "Mike & John & Jimmy."
  • A signature via #signature.sender, so the correct signature is used based on who sends it.


Team accounts: pick a team member's role from the task's sender dropdown to send on their behalf.


Review and send


You can edit any email before it goes out. Click Preview & Send to see the full message — subject, sender, recipients, and body with real values filled in — then send.









Send from your own email address


Configure your email so messages come from your address instead of "noreply@nekst.com." This removes Nekst branding, improves inbox deliverability, and routes every reply back to your inbox.




Email statuses


  • Unsent — a blue email icon to the left of the task.



  • Sent — the icon turns green and the button turns yellow and says "Re-Send".



  • Read — for a single recipient, you're notified once the email is opened. (Not available with multiple recipients, since Nekst can't tell who opened it.)



Ways to use email tasks


  • Tell a buyer to order a home inspection
  • Request an update from the lender or title company
  • Request HOA documents from the listing agent
  • Remind a seller to transfer utilities
  • Nudge the co-op agent for contract documents


Updated on: 06/11/2026

Was this article helpful?

Share your feedback

Cancel

Thank you!