Smart Blocks

You can name your smart blocks according to their conditions or fields (e.g. Earnest Money Receipt Due, Earnest Money Receipt Received, Accepted Offer and Adding Buyer’s Co-Agent, Accepted Offer and adding Lender, etc.)

You can also clone your smart blocks if they’re going to be similar to your other smart blocks. Just change the name and a couple of things inside smart blocks. You don’t have to create a whole bunch of smart blocks again if it’s going to be similar to other blocks and that way it will save you time. Here’s an example:

Don’t forget to activate your smart blocks if you want them to come into emails or texts by clicking the Activate Smart Block toggle.

The Inline Smart Block toggle is if you have it activated, it's going to add to the existing line of that email, paragraph, or sentence. It's going to come in the same line. If you don't have the inline button marked as purple, then it will move to a new line before it inserts the smart block.

If it's on, it's going to add to the existing line or stay on the same line. If it's off, it's going to skip to a completely new line to insert the smart block.

The Trash Icon is to delete a smart block. Please note that this action cannot be undone once the smart block is deleted.

You can delete the category that you created by clicking Manage Categories

To update the name of a Category, click Manage Categories, and select the name you want to update to edit it. Hit Enter/Return on your keyboard once the name has been updated to save your work.