Do you have emails and text messages that you use regularly? Or you want to use it across your Action Plans? You can with the Templates feature. It allows you to create a reusable email or SMS message.
For Templates setup, please refer to Managing Templates.
Now that you have it setup, you can begin using it in 3 areas:
1. Action Plans
2. Group Emails or SMS
3. Individual Emails or SMS
Here is an example in using it in Action Plans:
Select the Template and drop down to select the right template to use
For Group Emails or SMS, you may use it as follows:
Go to Engagement, select either Group SMS or Group Email whichever you need to use.
Once you've chosen from Group SMS or Group Email, you will have your Contacts page where you need to select a group of individuals to send your email/SMS,
Then, you'll have the screen where you can select the Template that you want to use. Click on "Select Template" and you'll have the list of available templates you have in your system.
For the third use of our Templates, Individual Emails or SMS works the same as Group Emails or SMS. The only difference is that you have to go to the individual contact you wish to reach out to, send him an email/SMS and you'll be directed to the same screen as above where you can select and choose template you wish to use.
By leveraging Templates, you can use it in many ways such as home closings, listing checklists, etc.
Give it a try! If you have any questions, please reach out to us or email us at firstname.lastname@example.org.