The complete field-by-field reference for the Settings page. The how-to guides in this section link back here for definitions.
Account
Profile — editable
Five fields are yours to edit, behind the Edit button on the Profile card:
Field | Notes |
Name | Required — it cannot be saved empty. |
Also your login email — changing it updates how you sign in. | |
Phone | |
Brokerage | |
Location |
Changes save instantly. Clearing an optional field and saving shows it as "Not on file".
MLS connections and plan — read-only
Field | Why it's read-only |
MLS ID (your primary, plus any additional boards) | Your MLS connection is what feeds Grassfed your listing events. It is set up and verified by Grassfed against the board's records — a typo here would silently stop campaigns from triggering, so it is managed for you. |
Tier | Your pricing tier is part of your agreement with Grassfed and sets the lead target and price of each campaign. |
Monthly cap | The count of campaigns per month on your plan. "No cap configured" means uncapped. (This is separate from the Max campaigns per month filter below, which is a limit you set for yourself.) |
Billing card
The Account page also shows your card on file (brand, last four digits, expiry) with one button: Update card, which opens a secure Stripe page to add or replace the card Grassfed bills. It is covered in Updating your profile & card.
This is the same block that sits at the top of Settings → Billing — one component on two pages, so either place does the same thing. There is no remove card button: to take a card off the account, contact your Grassfed rep. Your invoices and payment history are on the Billing page, in the portal, not in a Stripe portal.
The card-on-file block is shown to account owners only — see Users and roles below. The rest of the Account page (profile, MLS, tier, cap) is the same for everyone.
Signature
The signature is the footer appended to the bottom of every campaign email. Edits apply to new campaigns only — campaigns already built or sending keep the signature they were built with.
Your six editable fields
Each field shows the same hint text in the portal:
Field | Hint |
Title | How you're described under your name. Defaults to "Real Estate Agent". |
Phone | Shown next to your title. |
Brokerage | Shown next to your name. |
Brokerage office phone | Rendered as "Brokerage office: …". |
Office address | Your physical postal address. Required by CAN-SPAM on every commercial email — it cannot be removed. |
Team name | Optional. Shown instead of your own name on the signature — it replaces your name rather than adding a line. Leave it blank to sign with your own name. |
Locked fields — "Compliance — managed by your operator"
Three fields appear on the signature page but cannot be edited, each for a specific legal reason:
Field | Why Grassfed manages it |
License number | Real-estate advertising rules require your license details to be stated accurately. Grassfed keeps them matched to the licensing record so a typo can never put a wrong license number on thousands of emails. |
License state | Same licensing-compliance reason — it must match the state that issued the license. |
Disclaimer | The legal disclaimer must stay consistent and correct across every agent's email. Unless a custom one has been set for you, it shows "Standard MLS disclaimer". |
To change any of these, email Grassfed. Note that the office address, while editable, cannot be removed: United States law (CAN-SPAM) requires a physical postal address on every commercial email.
Email copy statuses
Each event type's email copy carries one of three review statuses:
Status | Meaning |
Pending review | You submitted a version and Grassfed has not reviewed it yet. The previous approved version keeps sending in the meantime, and you can still withdraw the submission. |
Approved | The version passed review and is what your campaigns send. |
Changes requested | The reviewer sent it back with feedback. Edit and resubmit, or reply with a question. |
While a version is Pending review, the editor shows an Awaiting review panel with a Withdraw submission button (it asks you to confirm). Withdrawing takes the submission out of Grassfed's review queue; your approved copy keeps sending throughout, the review conversation is kept, and you can edit and submit again whenever you like. Once Grassfed has approved the version or requested changes it can no longer be withdrawn, and the page tells you so.
A tile that has never had a submission shows Not set — your campaigns use Grassfed's stock copy for that event type until you submit your own. Every tile also shows what is going out right now, which is always the latest approved version, never a pending one.
Campaign filters
Seven rules you own, split across the form's two sections: MLS Detection (which of your own listings fire a campaign at all) and Neighbor Pulling (who we reach around one that did). A property has to pass all of them:
Filter | Section | How it works |
Event type | MLS Detection | Check any of Just Listed, Just Sold, Just Closed, Open House. Select none to include all event types — an empty selection means no restriction, not "nothing". |
Property class | MLS Detection | Residential (the default, and no constraint at all) or Commercial only. Commercial only sources the neighbor pull from commercial, office and industrial property instead of homes, and stops your own single-family, condo and townhouse listings from becoming campaigns. Multi-family, land and "other" listings still qualify — each can be commercial inventory. |
Property types to exclude | Neighbor Pulling | Six checkboxes — Single family, Condo, Townhouse, Multi-family, Land, Other. Check anything you never want a campaign for and those listings are skipped. All unchecked (the default) means every property type is allowed. It can only ever narrow what you receive, never widen it. |
ZIP rules | Neighbor Pulling | A list of 5-digit ZIP codes with a mode switch: Exclude ("Excluded ZIPs (skip these)") skips campaigns in the listed ZIPs; Include only ("Included ZIPs — target ONLY these") runs campaigns only in the listed ZIPs. |
Min own-listing price (USD) | MLS Detection | A floor on your own listing/sale price — a listing under it does not qualify, so it never becomes a campaign ("Own-listing price $X below the agent's minimum $Y"). With a floor set, an event that arrives with no listing price does not qualify either. Leave blank or 0 for no minimum. |
Min neighbor property value (USD) | Neighbor Pulling | A floor on the estimated value of the neighboring properties we pull and contact — not on your own listing. Whole dollars, 0 to 100,000,000; a value outside that is refused with a form error and nothing on the page saves. Blank means no minimum. A neighbor is dropped only when we hold an estimated value for the property and it is below your number — a neighbor we cannot price is kept. Inside a named territory that Grassfed has given its own value range, that range applies instead of this floor. |
Max campaigns per month | MLS Detection | Your self-imposed monthly count cap. Leave blank for no monthly cap. |
Notification preferences
Three toggles, saved together with Save notifications:
Toggle | Default | What it controls |
Email me about replies | On | An email each time a neighbor replies — sender, campaign, a preview of the message, and a link into your Inbox. |
Text me about positive replies | Off | Nothing today. No text messages are sent; the number is stored and the Send code verification button is disabled. |
Weekly digest email | On | A Monday summary: emails sent, neighbors contacted, replies, live campaigns, and replies still unanswered. A completely inactive week sends nothing. |
Who gets notified lists everyone on the Users page with three switches on each row — Replies, Digest and Text — so each notification is opted into per person. New users default to email on, text off. A person is copied on your reply and campaign emails while Replies is on and on the weekly digest while Digest is on, capped at 10 recipients per email. Anyone with either email switch on also receives your account emails — approval request, payment-failed notice and reminders, payment link, add-card link. Switching every person off for a category simply stops that email; nothing falls back to mailing the whole account. Nobody is ever sent a password reset or a portal invite, and the approval email's one-click sign-in button is minted for the account's primary address only.
You can always edit your own row; an account owner can edit anyone's. The Users page's Notify switch is the coarse form of the two email switches here and is kept in step with them.
Important — Text alerts are the one stub here
The email toggles are live. Text me about positive replies only records your preference — Grassfed sends no SMS today, and phone verification is still coming. Campaign and account-status emails (a campaign started, a campaign live, campaigns paused, account closed) are transactional and have no toggle at all; see the email reference.
Users and roles
Every login that can reach your account has a row on Settings → Users, and one of two roles.
Role | What it can do |
Owner | Everything: campaigns, approvals, leads, inbox, all settings, billing, and adding, removing or re-permissioning people. Your original login is an owner. |
Member | Everything except billing and user management. Sees the roster read-only, and can change only their own Notify switch. |
Per-row fields:
Field | Meaning |
Their sign-in address, and the address Grassfed copies when Notify is on. Your own row is tagged You. | |
Owner / Member | Their access level, chosen when they were invited. |
Invite sent | They have been invited but have not signed in yet. They are already on the account. |
Notify | Whether Grassfed emails this person about replies and campaigns. Saves immediately, with no Save button. Owners can flip anyone's; a member can flip only their own. |
× | Remove. Owners only, and disabled on the last remaining owner — an account must always keep one owner. |
Rules worth knowing:
Inviting an address already on the roster does not create a second row; it re-sends the invite email.
Removal takes effect immediately — the person is signed out of the account on their next page load and drops off the notification list.
An invite email that fails to send is reported as such ("… was added, but the invite email didn't go out"). The person still has access; invite them again to retry the email.
What is owner-only
Surface | For a member |
Billing page ( | Not in the Settings rail. Opening the URL shows "Billing is handled by an account owner" instead of the page. |
Card on file (on the Account page and on Billing) | Hidden, along with Update card. |
Tier upgrade on a campaign in Approvals | Can see what an upgrade would cost; cannot buy it. |
Users page — invite, remove, other people's Notify | Not shown, and refused if attempted. |
These are enforced by Grassfed itself, not just by hiding buttons — a member cannot reach an owner-only action by URL.
Suppression list
A plain list of email addresses your campaigns must never contact. Each entry shows the address, an expiry line when the block is time-limited (Expires Nov 1, 2026 / Expired …), a reason tag, and either a remove control or a shield.
Reason tag | Where it comes from | Removable by you |
manual block | You added the address on the Suppression page, or reported the person from the Inbox (Reporting the wrong contact). | Yes |
positive reply | The contact replied positively, so campaigns stop emailing them and the conversation is yours to carry on personally. | No |
90-day lockout | The automatic no-repeat hold placed after we contacted someone for you. | No |
unsubscribed, opted out, bounced, spam complaint, wrong contact | The platform-wide do-not-email list, filtered to addresses that are your own leads. Amber tag. | No |
Only entries you placed yourself carry the ×. Everything else renders a shield with a hover explanation, is counted in the "N locked" badge in the list header, and is refused with an explanatory message if a removal is attempted.
Adding an address takes effect immediately: it is skipped by future campaign builds and the next queued email of any campaign already in flight is stopped.
Your suppression list is scoped to your campaigns only. Removing an entry lets future campaigns include that address again — but it cannot resubscribe someone who unsubscribed themselves.