1. Click the Email icon at the top of the property, contact or Advanced Search Results

2. Select Email Merge/Template from the drop-down box

 

3. The Edit Email Template window will appear which allows you to:

• Enter the Email Subject.
• Add/Edit the text in the template using the formatting tools (If pasting from Microsoft Word, please use the paste from word tool or better yet only paste plain text from notepad).
• Add/edit the Variables using the red V icon.  
• If you would like to end the email with a staff members email signature, insert the variable called Staff Email Signature by clicking on the red V icon. When sending the email it will pull through the sender's email signature from their staff card.

*Hint: When typing, click Shift + Enter to proceed on the next line. Enter will make a new paragraph.

 

4. Select

 

5. Create a template name and categorise is needed. Templates can be User specific (shared only between team members) or available to the entire office

 

 

6. Select to save the template.