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
This email template will now be available whenever Paul invites a new client to Perchwell, providing them with the tools they need to get started on the platform.
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.
Follow-Up Email Template
💡 Great for after you've invited your client and getting them caught up!
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. a. Heads up: It's best to do this on a desktop browser first, or use your mobile browser if needed.
Step 2: Download the App
Once your password's set, grab the Perchwell app from the App Store or Google Play and log in.
Step 3: Start Exploring
Messages: This is where I'll send listings your way.
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 > hit Actions > send via messages
Let me know if you get stuck!
Bes