Step-by-Step Guide on Adding Templates
Navigate to Settings
Click on "Email Copy Templates"
Click on the "+ Add Template" for Invited Clients
Create a Template name and a Body message
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 your 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.
Pair an invite email with a follow-up to maximize client activation
💡 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 is 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.
a. On desktop: Check the box next to listings > click Share > send via messages
b. 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,