Settings > Office > Templates tab
This is where you manage your office templates. Email, Txt, Letter templates. Using templates makes your job easier to create consistently formatted letters, emails and txt messages.
TABLE OF CONTENTS
TXT templates
This is where you can create and manage your TXT/SMS templates.
Email templates
Create and manage your office email templates.
Create a template by clicking on the on the New button
Give your email Template a Name and a Subject it's just an internal reference, nothing your contacts will see.
Module
Select the module that you want this email to be available.
Example If you are creating an email for the Sales process select Sales. This will change the merge feilds to look to the sales process and will change the available merge fields.
If you choose the ALL option the template will show wherever you are in the program.
Only eNews email templates are displayed when sending email campaigns
Copying text into your email
Don’t copy text from a website or from MS Word use the paste from function.
Merge fields
An email directed specifically to the recipient stands a greater chance of being opened.
e.g. An email addressed to “Hi John” is so much better than just “Hi “
Use the Insert dropdown to add a merge field 'Known As' into your email
The available merge fields are:
- First Name
- Last Name
- Known as
- Contact
- First name Partner
- Last name Partner
Click on the Save button to save your email.
The available merge fields depends on the Module that you have selected
Click on the Save button to save your email template.
Letters tab
You can use Letter templates throughout the program. The letter template's also use merge fields to automatically create your company letters and documents.
- Letters have merge fields
- Letters are specific to the Listings, Sales, Promotions or Contacts modules
- Letter files are saved as html.
- You can give access to Agent Live users to your letters
Learn more about Letter templates more...
Adcopy phrases
Use adcopy phrases to manage regular Advertising copy that you want to add to your Listings.
Examples might be your contacts details, disclaimer, call for action or disclaimer
Once you have create you adcopy regular phrases you can add to each listing by select the adcopy drop down
Any regular phrase added to a listing will be added to the end of the listing adcopy.
Checklist
The checklist option is an optional settings that can be used to provide your Agents and admin users a preset of tasks/activities that need to be completed before a Listing can be made Available.
You can turn OFF/ON the listing checklist in Settings Company > Listings
Stock Images tab
Use the Stock images folder to hold Images that you want to use multiple times – Image Library.
Examples might be your Company logo, sections, Image coming soon, business for sale images and commercial for lease.
When adding images to a Listing the stock images button will display all images in the stock images library.
Click on an image to see the properties of your image.
If you want to edit your Image you can do so by selecting the image and then click on the Edit button.
Stock Documents tab
Stock documents are used like stock images, used for storing Documents that you want to use multiple times.