Communication: FAQs
Q: How does the E-Newsletter template address the recipient? Does it use the salutation or first name field of the contact?
A: The templates often display “Hello Contact’s first name” in the preview but in actual fact, they use the salutation. That means, if the contact has a salutation entered in the contact card, it will be used. If the contact doesn’t have a salutation entered in the contact card, their First Name will be used.
- There is NO official functionality related to excluding related contacts (e.g. husband and wife). If you would only like to address one of two related contacts simply select from the 'do not contact' options on the contact card that you would like to exclude from communications.
- If the husband and wife share a contact card with Salutation=”John & Jenny” and FirstName = “Jenny”, email=Jenny.smith@agentbox.com.au, a single email will be sent and addressed to “John and Jenny”
- If the husband and wife share a contact card with Salutation=”” and FirstName = “Jenny”, email=Jenny.smith@agentbox.com.au, a single email will be sent and addressed to “Jenny”
- If the husband and wife have separate contact cards, they will each receive a newsletter unless one doesn’t match the search/refine criteria or are marked Do Not Contact. Either way, they will be addressed using the salutation logic (salutation if exists, else first name).
Q: Why are the merge fields not pulling the details through when I generate my letter template?
A: The details are required to be inputted into the contact card or property card, depending on the variable. If the letter generates without these details, please refer to the corresponding field that displays this information.
E.g the merge field for CONTACT SALUTATION is {contact_dear}. If the details are displaying {contact_dear} instead of the name when the letter has been generated, please insert the details in the salutation field of the contact card.
Q: Can I upload letter templates directly into Agentbox when I am logged in?
A: The system requires you to build these templates using the Create a Letter tool. You can edit our existing templates to apply changes suit your office needs, so you don't need to start from scratch.
1.Click on the Create Letter icon 
at the top of the contact or property card
2. Click on the Select A Template drop-down menu at the top of the panel and choose the template you would like to modify
3. You will now be able to click an Edit button to the right of the Select a Template drop-down menu
4. The Edit Letter Template window will appear which allows you to make alterations.
Q: Why can't I insert an image into a letter?
A: This is an additional feature, please send an email to support@agentbox.com.au to have this feature activated in your system.
Q: How do I insert an image into an E-Newsletter?
1. Open an E-Newsletter Template
2. Click within the red dotted box to edit an existing section or add a new E-Newsletter section from the Add Section drop-down
3. Click the Custom Upload icon 
4. Select Browse and select the image you want to upload and click Open, then click Upload
6. Select the insert image icon 
7. Select the image from the image list drop-down
8. Image will appear in the window
9. You can edit the positioning and dimensions of the image in the Appearance tab. Click Insert then Save.
Q: Can I attach a file to an E-Newsletter?
A: You are not able to attach a file to an E-Newsletter in Agentbox. You can, however, upload a file and then create a link to the file e.g. Click here to download our Market Update.
Q: Can I view other staff members Email/SMS/Letter templates?
A: Master Users can create Email, SMS, and Letter templates and select to share with all other users. All other levels of access can create templates for their own use. If they are part of a team their team members will also see these templates.
Q: How do we add social media icons to the footer of E-newsletter templates?
A: Master Users can enter social media links via My Office > Edit Details > Office Details > External Links. The icons will automatically appear if a link has been entered. If you cannot enter External Links you will need to upgrade your E-Newsletter templates. Please submit a client change request. *Note charges may apply to upgrade.
Q: How do I send bulk communication to my entire database?
A: Select Contacts from the Main Menu and All My Contacts from the left panel. At the top of the search results click the E-Newsletter icon to create and send your E-Newsletter. Alternatively for a more specific list complete an Advanced Contact Search and click the E-Newsletter icon at the top of the results.
Q: How do I create single-space paragraphs in Email/Letter templates?
A: When typing, select Shift + Enter on your keyboard to proceed on the next line. Enter will make a new paragraph.
Q: What are the recommended dimensions to resize an image in templates?
A: For an image to fit on an A4 page we recommend resizing the width to a maximum of 650 px.