Automations
Email Templates
How to create reusable, customizable, follow-up messages.
Email Templates let you create custom emails to follow up with leads.
Creating Email Templates
To get started, follow these simple steps:- Visit the Automations dashboard.
- Click the “Create” button, then select Email Template.
- Add the desired messaging into the email sections. Here’s how each section will look to the recipient:
- Once you’re satisfied, click “Next”.
- Give your template a name and review its content through the preview.
- When you’re satisfied, click “Create Template”.
Using Email Templates
Creating a new listing
Creating a new listing
If you are creating a new listing, you’ll be able to link your created email template.
Updating an existing listing
Updating an existing listing
If you are updating an existing listing, you’ll be able to switch between any of your created email templates.
Editing Email Templates
To edit an email template, follow these simple steps:- Visit the Automations dashboard.
- Find the email template you want to edit, then click it.
- Make the necessary changes to the content of the template.
- Once you are finished, press the dark “Save Changes” button. If you do not do this, none of your changes will be saved.
Changes made to email templates will apply immediately to all listings that use that email template.