What email templates are used for
Email templates help you send consistent messages without rewriting the same email each time.
Create templates to:
Invite clients to Perchwell
Send report emails (CMA, itinerary, or listing)
Email a listing agent
Email template creation
Create templates from Settings so they are ready to use when you send emails.
Steps:
Open Settings
Click Email Copy Templates
In Invited Clients, click + Add Template
Enter a template name and write your message in the body field
Click Save
After you save a template, it appears as an option the next time you invite a client.
Example template for inviting clients
Use these examples as a starting point, then update the wording to match your tone and process.
First message template (initial invite)
💡 Great for when you're inviting clients to Perchwell for the first time.
→ Hey, [name]!
This is Perchwell, the tool I'll be using to help you find your perfect home! I will send a follow-up email shortly to help you get started. For now, please create your password using the link provided here either in a mobile or desktop web browser.
Tips
Create separate templates for Invited Clients, Contact Agent emails, and report emails so you can choose the right message for each workflow.