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Creating Email Templates

Set up default email templates that are readily available whenever you're sending emails externally to clients or other agents. Email templates can be created and used for inviting client emails, report emails, and contacting listing agent emails.

Updated over a week ago

Step-by-Step Guide on Adding Templates

  1. Navigate to Settings

  2. Click on "Email Copy Templates"

  3. Click on "+ Add Template" for Invited Clients

  4. Create a Template name and a Body message

  5. Select Save

Once saved, your email template will be available anytime you invite a new client, making it easier to deliver consistent onboarding instructions.

Template Coverage Across Workflows

Templates surface across multiple workflows to support consistent communication.

Common use cases include:

  • Inviting and onboarding clients

  • Sending reports (CMA, itinerary, or listing)

  • Contacting other agents

This allows users to save time, maintain consistency, and reuse messaging across desktop and mobile workflows.

First Message Template

💡 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

💡 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

  1. Hit the Accept Invitation button in this email.

  2. 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

  1. Once your password is set, download the Perchwell app from the App Store or Google Play and log in.

Step 3: Start Exploring

  1. Messages: This is where I will share listings with you.

  2. Shared Searches: I'll create a few searches for you too. Just look for your {saved search name} in the saved search drop-down.

  3. 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,

Tip

  • You can set up email templates for emailing listing agents and reports.

Related Articles
Creating and Managing Contacts
Accepting Your Agent’s Perchwell Invitation
Inviting Clients to Perchwell
Messaging Clients
Sharing Multiple Listings via Email or with a Public Link
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