Where to Find & Edit Existing Templates
Templates can be located by hovering over the Marketing tab from the main navigation and selecting 'Smart Campaigns'.
Then select 'Templates'.
Depending on the type of template (Email, text, etc) that you're looking for, you'll want to select the corresponding type from the menu.
Cloning Templates
There are times when it's a good idea to make a copy of a specific template you want to edit instead of changing the original.
To do so, you'll want to first find the template you want to make a copy of, and click the 'Clone' button to the right of that template.
In the edit modal that appears, you can change the name of the template, scope (Admins only), and content. Once you're satisfied click 'Clone Template' on the bottom left.
Once it's cloned, you'll be able to find it the next time you edit or add an action to your campaign.
The templates that you've created yourself you may manage. You can clone any template that you can see, but you can only edit or delete templates you've created.
How to Create a New Template
Hover over the Marketing tab from the main navigation on the left side. Then select 'Smart Campaigns'.
Click on the 'Templates' tab.
On the right, click '+ Add Template' and select the email (or text/SMS) option.
This gives you the panel to create an email template.
The SMS template option is similar, except much simpler because text messages only contain text. There's no real formatting to include, just template name, scope, and the content. You cannot really create MMS (picture) templates, but the ability to send listing photos inside of text messages is possible when you are sending text messages from the Smart CRM.
Template Name - Give your template a unique name so you can find it in the future by searching.
Template Scope - As an admin, select the scope that can "see" this template. For example, setting the scope to an office will share that template with that entire office.
Basic Template Merge Tags - Use Merge Tags to insert placeholders that will auto-populate with data when the email is sent.
Advanced Templates
You can click on the advanced template button to switch to the advanced email editor. This will allow you to create HTML-based emails that can be designed with images, colors, videos, and more.
If you click on the advanced button, anything you entered into the default/basic editor will be wiped out when the advanced editor is loaded.
To learn more about the advanced email editor, click here.
How to Send a Template Email/Canned Response
Initiate an email using any method. Using the quick actions menu for this example, click 'More Actions' then select 'Send Email'.
Please Note: You can select these templates when sending a mass email or text as well! For more information on mass emailing and texting, click here.
In the send modal (pop-up) search for the template you created or want to use in the 'Template' section.
There are two template types.
The basic (pencil) icon denotes a basic template. Clicking on a basic template while on the advanced editor will wipe out everything in your advanced editor and load the basic editor with the selected template.
The advanced (masonry tile) icon denotes an advanced template. Choosing an advanced template will overwrite anything you have entered into the advanced editor.
With your template selected, be sure to fill in the info needed to send.
Contact to send to.
Email subject (to the right of the template selection.) This is usually filled in automatically when selecting a template.
MLSID (for dynamic content or merge tags.) The MLS ID is needed for the email to populate with listing information.
After your template has been selected and your fields filled out, you can send using the green button on the bottom left.
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Have more questions? Please reach out to Customer Support via the blue chat bubble to the right or by emailing kvcore@insiderealestate.com!
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