Managing Email Templates
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 as needed. Templates can be user-specific (shared only between team members) or available to the entire office. To allow other users access to the template, select Share to all staff.
6. Select 
to save the template.
You can delete templates created via your login. This change applies to emails, letters and SMS that you have created.
1. Navigate to either a Contact or Property Card.
- Click the Email Icon and select Email Merge/ Template.
.png?Policy=eyJTdGF0ZW1lbnQiOlt7IlJlc291cmNlIjoiaHR0cHM6Ly9kemY4dnF2MjRlcWhnLmNsb3VkZnJvbnQubmV0L3VzZXJmaWxlcy8xMTEyOC8xNDIwNS9ja2ZpbmRlci9pbWFnZXMvcXUvMjAyNS9pbWFnZSgxNDApLnBuZyIsIkNvbmRpdGlvbiI6eyJEYXRlTGVzc1RoYW4iOnsiQVdTOkVwb2NoVGltZSI6MTc1MTY3ODkzN319fV19&Signature=ene9UjRmkE8Gjv3nhRCZNl7pxvCQHdX1Dzk8A~-N9Gk7bC6uEg6hdpjtCZlcDZA2~lemhX2qKBVG5ozsmpeD4QgUuRR2Y0vdkGnmBD9uzuRuJyKsvUvIvoTE1IH26ouZmwg4qWwAEaymu1bke2QEXlafNnnbUHfdfrvgGYDoujbU4P1Htqi-C4GdEtlftrCOARu6JWan42WM3LqSTAH2p3Xc90YuV05GTlntPj~EM6Oj2iqDYerh3EjmAnPNWHy-vPSVrh-ZNPdq-zderIKgftj8-nfXqt4kb7~okEtrc6YD9mSPxyezjlqPA~3T6Hsl07-Onv2rD2EfcGTvFOJBZQ__&Key-Pair-Id=K2TK3EG287XSFC)
2. Select your template from the Select A Template drop-down and click Save Template.
.png?Policy=eyJTdGF0ZW1lbnQiOlt7IlJlc291cmNlIjoiaHR0cHM6Ly9kemY4dnF2MjRlcWhnLmNsb3VkZnJvbnQubmV0L3VzZXJmaWxlcy8xMTEyOC8xNDIwNS9ja2ZpbmRlci9pbWFnZXMvcXUvMjAyNS9pbWFnZSgxNDMpLnBuZyIsIkNvbmRpdGlvbiI6eyJEYXRlTGVzc1RoYW4iOnsiQVdTOkVwb2NoVGltZSI6MTc1MTY3ODkzN319fV19&Signature=Ges5Sk5TuGvn1iTTA7Ge1Q1dsfu0-3cCtVPq-7CznigFOmbHpTyehjqAYTPFQNcNj2u-mokEiCg-NdijdaCtM8eyzWTLGqIsa0O4tcwhTuA~DGNMmX8qJEbSj4Tm6aSJyphjOxxP90fPrJFrWeRi3OWoIVr-aVRoV8dRjrCkbOiuHlfsPpXJko6trO3vk0tUtx8zZHNAIDUauUTJh0MsRuRp38KuEthORgEs2ivrzb1Uq1cMo1BbWcF2B1a3AlI2WNt~PgY85yeBufG0I-HFQPVihg9SngqEHtLTUHok9VHMHzUcnBzFaadOXRaQvmyf1jGtCCP7zC1K7XnTGFnhyQ__&Key-Pair-Id=K2TK3EG287XSFC)
3. If editing, make the required changes to your template and click Save Template.
.png?Policy=eyJTdGF0ZW1lbnQiOlt7IlJlc291cmNlIjoiaHR0cHM6Ly9kemY4dnF2MjRlcWhnLmNsb3VkZnJvbnQubmV0L3VzZXJmaWxlcy8xMTEyOC8xNDIwNS9ja2ZpbmRlci9pbWFnZXMvcXUvMjAyNS9pbWFnZSgxNDIpLnBuZyIsIkNvbmRpdGlvbiI6eyJEYXRlTGVzc1RoYW4iOnsiQVdTOkVwb2NoVGltZSI6MTc1MTY3ODkzN319fV19&Signature=Ows4vTjS9Zc-N2eITPsNfEWoAsmGG9gByOjDRcYsLAvLDZ1P~DPJQlIiTunRGpIrfEx5eIchQiIMHup2ZWbMWcFaQDZVEkzkUJueHVaasBuarMEu~q1jM5OEoFJA2BITmCQGEi-RyrweqyvDNxJAiHKBp04BQpaDlP61uZAIB~DLiaINNOhkV3tExPrPSKYZnRfaNQdw6d3f1A-oLddOPkydlVb5TTzvFjEGvNVzrlFHP-V0~8J8Wb0CvidJuHMAfwTTEGB0-fMptPXVZBb5lwWylC6ID7cctmjAepmNbB3vlqXH-melcrz35gDj7nW4tcQ4F-mPrtqTcGxM6ZE9GQ__&Key-Pair-Id=K2TK3EG287XSFC)
4. To update the template, select the action Update Email Template from the drop-down. To rename, tick the Rename this Email template tick box and enter the new details. To allow other users access to the template, select Share to all staff. Once prompted, click Update to finish.
.png?Policy=eyJTdGF0ZW1lbnQiOlt7IlJlc291cmNlIjoiaHR0cHM6Ly9kemY4dnF2MjRlcWhnLmNsb3VkZnJvbnQubmV0L3VzZXJmaWxlcy8xMTEyOC8xNDIwNS9ja2ZpbmRlci9pbWFnZXMvcXUvMjAyNS9pbWFnZSgxNDYpLnBuZyIsIkNvbmRpdGlvbiI6eyJEYXRlTGVzc1RoYW4iOnsiQVdTOkVwb2NoVGltZSI6MTc1MTY3ODkzN319fV19&Signature=Lj5esWHJ~AnYHyMYM8Tlk6QVf7XRNRG3evQBRC8ZQivNAZWvNnKGDQDu9jyNzWW1fMfDoWo-6~55SEEjjsjo1c6dujePKNShJiy610RSKXZY8MpIO5uIDpmcpbX3oEjA6yRoUAx4ZImAsbZpkg1Y3DumHMq6tVOBy-NdR-TpNXzFQu3SbWW7kJloTGJGHWcXpm5RJkuvbLBCRSAAIkxZkX7O82k9CMPNH2jsQJ2NEKza90AfkAFYB4lFmFIl1Tamspbo5AIrZOm~jVKzm5FRRm3WotxyaO~JPDKPk6Lqflgg1j5NJuhPKpAl~dFT6QpCw3gMvWIKMEgSZktYnb8Gtg__&Key-Pair-Id=K2TK3EG287XSFC)
5. To delete the template, select Delete Email Template from the Action drop-down. Click Delete to confirm.
.png?Policy=eyJTdGF0ZW1lbnQiOlt7IlJlc291cmNlIjoiaHR0cHM6Ly9kemY4dnF2MjRlcWhnLmNsb3VkZnJvbnQubmV0L3VzZXJmaWxlcy8xMTEyOC8xNDIwNS9ja2ZpbmRlci9pbWFnZXMvcXUvMjAyNS9pbWFnZSgxNDcpLnBuZyIsIkNvbmRpdGlvbiI6eyJEYXRlTGVzc1RoYW4iOnsiQVdTOkVwb2NoVGltZSI6MTc1MTY3ODkzN319fV19&Signature=eewxu0jLOlA430RPckao2tAz0lxU4hs8uXnO8c2RvZtImavvngEzxjxchV47uQDl7msorpKIHEPf3cmuGphZVl5~jJct~yDQ9JbckM28mDNjoIkRny6Noi74sUXg0A~46WT9lQDnZ~eYWPBPFQPcp7xvPP4oPsHdYlpeV9MPCs0UOHU18lljqu4Y1LJAzn8UbpR3arhett0HqPOIugTU3rCpjKAyELe~cIMoKQVOqPCMjNI9wAhxp3yUBtWtTFzhsT73buAy89deknnb1vkDoI~lcNkn0WIRz8t3cTiO8Wx6evnKWvBGVlrCM3Et-eFuxuZbCiSNVoUuRCpXxDWkcg__&Key-Pair-Id=K2TK3EG287XSFC)