Smart Blocks
Our smart block technology can add or remove content from emails and text messages so that your communication is fully dynamic, yet highly conversational and natural sounding.
Tips on How to Organize Your Smart Blocks Menu
Arrange your Smart Blocks according to their usage so it will be easier for you to organize them and update your Smart Blocks if needed.
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 then 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 button.
The Inline Smart Block button is if you have it activated, it's going to add to the existing line of that email, paragraph, or sentence. It's gonna 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 gonna 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.
All Categories/ Category
Adding and using Category can help you organize your smart blocks in such a way that it makes the smart blocks visually easier to locate (e.g. buyer contact info, welcome email, inspection, etc.)
You can assign more than 1 category per smart block.
You can delete the category that you created by clicking “Manage Categories”
To update a name of a Category, click "Manage Categories" and select the name that you want to update and edit it. Make sure to select Enter on your keyboard once the name has been updated.
