Correspondence templates allow you to setup frequently used templates for emails and SMS correspondence and are a fantastic way to save time as it removes the need for you to copy and paste or having to write the entire message from scratch every time.

Once you've created your bank of templates all you and your team will need to do is select the one you want to send from the drop down menu when sending an email or and SMS and click send - much quicker than doing it all from scratch!

Correspondence templates can be found from Settings (on the left side panel, at the bottom) > My Settings > Correspondence Templates.

However it's important to note that access is locked behind the permission 'Allow this user to manage correspondence templates'. By default, company and branch admins will have this permission while users with the 'agent' role will not. If you cannot see this setting, this will be why and you should speak to a branch or company admin to gain access. For more information, see our Roles and Permissions help article.

To create a new correspondence template click the 'Create New' button at the top right.

The first step is to give your template a name, choose whether it will be for email or SMS and, if for email, enter a subject line. The 'template name' is for internal use only so should be something identifiable to you and your team. The 'subject line' will show on the email the client receives so should be something suitable that will make sense to your client.

Next you need to choose what area of Street the 'template relates to'. This is an important step as it determines what merge fields will be available to use as well as where in Street the template will be available to use. For example, an email template relating to 'Valuation' will show valuation specific merge fields such as fees and valuation amount and would only show when sending an email from a Valuation page in Street.

Finally you can choose the visibility level, restricting who has access to use it. You can create individual templates just for you ('Only me'), for all users in the branch ('Branch') or for all users across all branches ('Network').

When you're finished with the setup, click 'Create' and you can begin adding the content of the message.

Initially you will see a blank page where you can begin adding your content. This section has the usual formatting options, including embedding hyperlinks, but also makes use of Street AI allowing you to edit content you have written to be more friendly / professional or even generate a content directly from a prompt.

On the right hand side you will see a list of available merge fields. As mentioned above, the merge fields that show here are determined by what area of Street the template 'relates to'.

These merge fields can be used to automatically populate the content of the email / SMS with the relevant data in Street. For example, for a valuation you can use 'total completion fee' from the valuation section to show the completion fee as entered during the valuation report stage.

To add a merge field, simply click the one you want and it will show in the content area in blue text with. You can use as many merge fields as you want to customise the content.

When ready, click 'save' at the top right of the page to save the correspondence template.

Once saved the template will be available in the part of the system you chose under the visibility section, by selecting the template dropdown and you can click the 'preview' toggle to see what data the merge fields will show.

For more information, see our sending an email and sending an SMS help articles.

From the correspondence template area, you can edit an existing template by clicking on the template name. This will load up the content of the template and you can make any edits to content, format and merge fields as needed.

You can also click 'settings' at the top left to edit the template name which allows you to edit the template name, type, subject and visibility.

To delete a template, head to the correspondence template list and click the bin icon on the right hand side.

Company admins can delete any templates while branch admins can delete templates visible to their branch. Additionally anyone will be able to delete any templates they have created as visible to themselves only.