Checking, resending and one-off emails
How do I see which emails and texts were sent for an inspection?
How do I see which emails and texts were sent for an inspection?
- Waiting: the trigger has not happened yet. For example, a reschedule notice waits until you reschedule.
- Scheduled: it will go out at the time shown.
- Sent: it went out. Click View Sent to see exactly what the recipient got. You can also see when it was opened.
- Bounced or Failed: it did not reach the recipient.
- Cancelled: it was stopped and will not send.
How do I resend an email, for example after fixing a client's email address?
How do I resend an email, for example after fixing a client's email address?
- Fix the contact’s email or phone on the inspection page.
- Click Automations under Quick Actions.
- Find the message, such as the inspection scheduled confirmation that carries the agreement and payment links, and click Send Again.
How do I send a one-off email to a client or agent?
How do I send a one-off email to a client or agent?
- Open the inspection and click Automations under Quick Actions.
- Click Compose Email at the top right.
- Add the recipients. Contacts on the inspection can be added with one click.
- Write your message, or start from one of your automations, then send.
How do I stop an automation for one inspection, like the report email to the agent?
How do I stop an automation for one inspection, like the report email to the agent?
- Open the inspection and click Automations under Quick Actions.
- Find the message, such as the report published email to the buyer’s agent, and click Cancel.
Getting automations to send
Can an automation send only for certain services or add-ons?
Can an automation send only for certain services or add-ons?
- Services: pick the services it should run for. Leave it empty to run for all current and future services. This is the safest choice for confirmations and report emails.
- Service or Add-on Name Filter: type part of the service or add-on name as it appears in your services, for example
radonorsewer. Capital letters don’t matter. - Custom Field Filters: send only when a custom field has a certain answer, such as a client answering Yes at booking.
Why didn't my automation send for an inspection?
Why didn't my automation send for an inspection?
- The automation was added after the inspection was booked. New automations apply to inspections booked afterwards, unless you chose Include existing future inspections when you saved it.
- The automation is turned off. Check its status toggle on the Automations page.
- It is limited to other services. If the automation lists specific services under Advanced Settings, it skips every other service.
- A filter or condition blocked it. Send Conditions (for example, only if payment has been made) or a filter that does not match can stop it.
- It is waiting. Sleep hours hold a message until morning. Report Published emails wait at least 5 minutes so the PDF is ready.
- The contact is in a different role. For example, the agent was added as the listing agent, but the automation goes to the buyer’s agent.
Do I have to set up automations before Hive sends anything to my clients?
Do I have to set up automations before Hive sends anything to my clients?
- Go to Automations and click Browse.
- Import the ready-made automations you want, such as the inspection scheduled confirmation, the reschedule notice, the pre-inspection reminder and report published.
- Edit the wording if you like.
Spam and sending from your own domain
Why are my emails going to spam, and how do I send from my own domain?
Why are my emails going to spam, and how do I send from my own domain?
- Go to Org Settings and open Sender Email Verification.
- Click Step-by-step setup guide and follow it.
- Enter an address on your company domain and click Start verification.
- Copy the DNS records into your domain provider (GoDaddy, Cloudflare, Namecheap and so on). The 3 DKIM records are required. The Return-Path and SPF records are optional.
- Click Check verification. DNS changes can take a few minutes or up to about 48 hours.
- Once DKIM shows Verified, turn on Activate sending from your domain and send yourself a test email.
Wording, placeholders and timing
How do I add agreement links, payment links or the inspection date to my emails?
How do I add agreement links, payment links or the inspection date to my emails?
- Open the automation and click in the message where you want the detail.
- Click Insert Placeholder and search for what you need, such as the agreement link, payment link, report link or inspection date.
{{{client_first_name}}} or {{{inspection_date}}}. Placeholders from other software do not work.Prices and links fill in when the message is sent, so do not type prices into your emails. Use {{{client_full_name}}} when an inspection can have more than one client.See Use custom fields as placeholders.How do I control when a message goes out, and stop texts at night?
How do I control when a message goes out, and stop texts at night?
- Inspection Scheduled sends right after booking, or after the delay you set.
- Pre-Inspection Reminder sends a set number of hours before the start time, for example 24.
- Post-Inspection Follow-up sends a set time after the inspection.
- Event Scheduled and Pre-Event Reminder cover inspection events such as a radon pickup.
Review requests and notifications to you
How do I ask clients for a Google review after the inspection?
How do I ask clients for a Google review after the inspection?
- Free: import a post-inspection follow-up automation from Browse and add your Google review link to the email.
- Review Engine: a separate subscription that asks every client to rate the inspection. It sends an email and text 2 hours after the inspection is complete, then up to two reminders. High ratings are invited to post on Google, Facebook or Yelp. Low ratings come to you as private feedback.
Why isn't the Review Engine sending review requests?
Why isn't the Review Engine sending review requests?
- It is turned on. The Review Engine page shows Enabled at the top. If it says the engine is disabled, it needs an active Review Engine subscription.
- A review site is connected. Nothing sends until you connect Google, Facebook or Yelp under Review Sites.
- The inspection is complete. Every report is published, payment is received, every agreement is signed, and the scheduled end time has passed.
- 2 hours have passed since the inspection became complete. Texts also wait out quiet hours in your organization’s timezone.
- The client can be reached. Only contacts on the inspection as the client get requests, not agents. They need an email or a phone number.
Where do I see the private feedback from low ratings?
Where do I see the private feedback from low ratings?
Can I change the wording of the Review Engine emails and texts?
Can I change the wording of the Review Engine emails and texts?
What happens if a client never rates the inspection?
What happens if a client never rates the inspection?
How do I turn off the Review Engine?
How do I turn off the Review Engine?
How do I get notified when a client signs, pays or adds an add-on?
How do I get notified when a client signs, pays or adds an add-on?
- On Automations, click Create.
- Pick the event type: Agreement Signed, Payment Received or Add-ons Updated.
- Under Recipient, choose Specific email address and enter your email.
- For add-ons, put
{{{addon_services}}}in the message to list them.
- You get a notification when someone starts an online booking and when they complete it.
- Your company admin gets an email when a client’s email bounces.
- To get an email when someone opens a report, turn on Email me on report activity in the Business Management section of Org Settings.
Texts and phone numbers
Which number do my texts come from, and can clients reply?
Which number do my texts come from, and can clients reply?
- Activate the add-on on the Subscriptions page under Business Tools.
- Fill in the Dedicated Number Form. It can take a few days to approve.
- Replies then reach you in Messages, by text and by email.

