Correspondence Templates are a fantastic way to save time. They enable you to populate frequently sent communication that is personal to the customer every time, but without the need for copying and pasting or having to edit some of the words to include details specific to the client. 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 and click send - much quicker than doing it all from scratch.
Note - Prior to adding templates of your own, explore the Notification Preferences in the Company/Branch Settings to ensure there isn't a suitable fit for your communication already! This is only visible by Company/Branch Admins.
Correspondence Templates can be found under Settings > My Settings > Correspondence Templates - Ideal for any ad-hoc email or SMS templates that you want to add to the system.
Firstly, press Create New.
You're then presented with the initial setup of your template, relating to a Name, Type, Subject header that will populate automatically, where it Relates to in Street and therefore will be visible form, as well as who has access to this template across the network.
Where the template is set to relate to will affect which merge fields are available to you (e.g. if you use a generic template you will only have the person's name, email address, and phone number available to you, whereas if you choose 'Maintenance Job' it will give you options to add in Job Number, Job Description, etc). The most relevant topic you choose for the template, the more customisable you can make it with merge fields as opposed to manual work so pay attention to this section.
Note - Once a correspondence template has been created, the 'relates to' area cannot be changed due the merge fields being used.
Create
This will bring up a blank page for you to write up your template, all merge field options will be visible on the right-hand side of the screen.
Merge fields can be easily added in just by pressing them, for Eg. Dear {First Name}.
Once saved this Template will be available in the part of the system you chose under the visibility Section. For E.g. The template above was created under Enquiries, from this part of the system you can choose to email. The Template can be picked from a drop-down, this will auto-complete the subject and content. Once sent, the system will pull through all the information from the merge fields.
Any frequent communication should always be sent via a correspondence template if possible.
Editing / Deleting a correspondence template
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 click 'settings' at the top left to edit the template name, type, subject and visibility.
To delete a template, click the bin icon next to it:
Street is constantly being updated based on the feedback we receive from agents like yourself but it can mean that some of these articles become slightly out of date. If you spot something that looks a little bit different to your Street account, please let us know on the live chat so we can get it updated!