Grassfed

Mike Lukasevicz

Campaigns, billing, replies, opt-outs and account settings for Grassfed agents.

Grassfed Agent Help

What Grassfed does for you, what each part of the portal is for, and who signs in where.

Welcome to Grassfed

How to sign in to your Grassfed portal, and what to do when you can't.

Logging in

How to reset your Grassfed password yourself, from the sign-in screen to a fresh session.

Resetting your password

Every message the sign-in and password-reset screens can show, and what your login lets you see.

Sign-in screens and messages

How to reach Grassfed from inside the portal — the chat launcher, the Fin assistant, when a person takes over, and how to report a bug, request a feature or…

Getting help

Getting started

What the Home page is for — your recent wins, your all-time outreach numbers, your latest campaigns, your coverage map and your 30-day trend.

Dashboard overview

The precise definition of every number, color, and label on the Home page.

Dashboard reference

A guided tour of the portal Home screen — your recent wins, the headline numbers, your recent campaigns, the coverage map and your 30-day trend.

Your Home page

Dashboard

How a listing event becomes an email campaign, what approving one means, and where to watch it run.

How campaigns work

Every campaign status badge, event type, deadline, and tier price you'll see in the portal, defined.

Statuses, event types & pricing

How to approve a campaign (which charges your card or a credit) or decline it with an optional note.

Reviewing and approving a campaign

How to upgrade one campaign to a bigger neighbor list before you approve it, paying only the difference.

Upgrading your campaign tier

How to browse your campaign list, read a campaign's stats and map, and pick the copy version it sends.

Tracking your campaigns

Stop a campaign yourself and pick a date for it to start again — no support ticket needed.

Pausing a campaign

Campaigns & approvals

How the Inbox collects neighbor replies into conversations, and why answering them quickly matters.

Inbox overview

Every sentiment label and filter in the Inbox defined, plus how read, archive, and thread anatomy work.

Sentiment labels, filters, and thread anatomy

Find a conversation with search and filters, read it, and send a reply with formatting and attachments.

Reading and replying to a lead

Star the conversations worth keeping, mark a neighbor as interested or flag them to follow up, export your starred contacts, and forward a transcript to someone on your team.

Starring, flagging, and forwarding

What to do when a reply comes from someone who isn't the person the campaign meant to reach.

Reporting the wrong contact

Push a neighbor who replied into Follow Up Boss, assigned to the right person on your team, without leaving the Inbox.

Sending a lead to your CRM

Inbox & replies

Who your campaigns actually contacted: the campaign recipients behind every send, what came back from each one, and what the data does and doesn't promise.

Your leads

Every column and engagement status on the Leads page, and exactly what goes into the CSV export.

The leads table

How to filter and search your campaign recipients, and download them as a CSV for your CRM.

Browsing and exporting your leads

Leads

What you're charged, when the charge happens, and how prepaid campaign credits fit in.

How billing works

The card on file, the three summary tiles, the payment history columns, every payment status, and the invoice behind each row.

Your billing page

How to review what you've been charged, open the invoice behind any payment, and keep your card on file current.

Reading your billing history & managing payment

Billing

A tour of the Settings page — what each entry in the left rail controls, and what you manage versus what Grassfed manages.

Settings overview

Every settings field defined — what's editable, what's read-only and why, plus copy statuses, filters, notification toggles, users and roles, and suppression.

Settings reference

Edit your profile details and keep the card on file current from the Account page.

Updating your profile & card

Edit the footer on every campaign email — six fields with a live preview, plus the compliance fields Grassfed manages.

Editing your signature

Read the exact emails your campaigns send, submit your own wording for review, withdraw a submission, and work through reviewer feedback.

Reviewing your email copy

Decide which listing events become campaigns and which neighbors we contact — event types, property class, two price floors, property types to exclude, ZIP rules, and a monthly cap.

Tuning your campaign filters

The reply-alert, text-alert, and weekly-digest toggles, and the per-person switches that decide what each user on your account receives.

Notification preferences

Keep a do-not-email list — paste in addresses your campaigns must never contact, and manage the entries.

Suppressing contacts

Invite a teammate to your portal, choose whether they get emailed, remove someone, and understand what an owner can do that a member cannot.

Managing who can access your account

Settings

The complete list of emails Grassfed sends you, so a real one never looks like phishing.

Emails from Grassfed

Every email Grassfed sends to agents — exact subject lines, what triggers each, and what to do.

Email reference

What to do when you get a "Payment didn't go through" email — fix the card, and your campaign resumes.

When a payment fails

What the Integrations page does — sending your campaign replies into the tools you already work in, and where to find it.

Integrations overview

Step-by-step setup for Follow Up Boss and Smartsheet — where to get the key, what to paste, and how to map your Smartsheet columns.

Connecting your tools

Every status badge, every field, pause versus disconnect, the "Carried over" badge, and how your credentials are stored.

Integrations reference

Integrations

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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