In this article:
You will learn how to create and save email templates in Perchwell so you can quickly reuse approved messaging when you invite clients, send reports, or contact listing agents.
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 templates 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.
Follow-up message template (after the invite)
💡 Great for after sending the initial invite to get clients onboarded
→ Hey [name]!
Excited to kick off the home search with you! I'll be using Perchwell to share listings, stay organized, and keep things moving. Here's how to get started:
Step 1: Accept your Invite
Hit the Accept Invitation button in this email.
Set your password. Heads up: It's best to do this on a desktop browser or through your mobile browser.
Step 2: Download the App
Once your password is set, download the Perchwell app from the App Store or Google Play and log in.
Step 3: Start Exploring
Messages: This is where I will share listings with you.
Shared Searches: I'll create a few searches for you too. Just look for your {saved search name} in the saved search drop-down.
Search: Feel free to browse on your own! Add filters and send me anything that catches your eye.
On desktop: Check the box next to listings > click Share > send via messages.
On mobile: Tap the circle icon on a listing card > hit Actions > send via messages
Let me know if you have questions. Looking forward to working together!
Best,
Tips
Create separate templates for Invited Clients, Contact Agent emails, and report emails so you can choose the right message for each workflow.
Connect with our Support Team:
✉️ Email: support@perchwell.com
💬 Chat: Navigate to chat icon the bottom of the page to get in contact with our support team.