Overview
Create reusable email templates for consistent communication with leads, clients, and partners.
Accessing Email Templates
Desktop
- Navigate to Settings → Email Templates
- Or click Templates when composing an email
- Click + New Template to create
Mobile
- Tap Settings in menu
- Tap Email Templates
- Tap + to create new template
Desktop View
Template Library
- Grid of saved templates
- Preview on hover
- Category filters
- Search templates
Template Editor
- Rich text editor
- Merge field toolbar
- Preview pane on right
- Subject line field
- Save as draft option
Merge Fields
| Field | Output |
|---|---|
| {{contact_name}} | Recipient's name |
| {{contact_first_name}} | First name only |
| {{property_address}} | Listing address |
| {{property_price}} | Listed price |
| {{agent_name}} | Your name |
| {{agent_phone}} | Your phone |
Mobile View
Template Library
- List view with previews
- Tap template to use/edit
- Swipe for quick actions
- Search bar at top
Template Editor
- Full-screen editing
- Simplified toolbar above keyboard
- Merge fields in dropdown menu
- Preview button in header
Creating Templates
- Tap + button
- Enter template details
- Write content
- Tap merge field icon to insert
- Save template
Touch Actions
- Tap template: Use in email
- Long-press: Edit or duplicate
- Swipe left: Delete
- Swipe right: Preview
Template Categories
Lead Follow-up
- Initial contact
- Property information request
- Showing confirmation
- Post-showing follow-up
Client Communication
- Welcome new client
- Status update
- Document request
- Thank you
Marketing
- New listing announcement
- Open house invitation
- Market update
- Newsletter
Using Templates
In Email Composer
- Click Templates button
- Search or browse templates
- Click to insert
- Merge fields auto-populate
- Edit as needed
- Send
From CRM
- Open contact or lead
- Click Send Email
- Select template
- Review and send
AI-Powered Templates
AI Writing
- Click AI Assist in editor
- Describe what you want
- AI generates draft
- Edit and refine
Smart Suggestions
- AI suggests templates based on context
- Personalization recommendations
- Timing optimization
Template Sharing
Team Templates
- Mark template as "Team"
- All team members can use
- Only creator can edit
- Track usage stats
Template Folders
- Organize by category
- Create custom folders
- Drag templates to organize
- Share folders with team
Analytics
Template Performance
- Open rates
- Click rates
- Response rates
- Best performing templates
A/B Testing
- Create variations
- Test different subjects
- Compare performance
- Use winning version
Tips
- Keep subject lines under 50 characters
- Personalize with merge fields
- Include clear call-to-action
- Test on mobile before sending widely
