Email Templates

Customize automated email messages sent to your leads and contacts

Access Email Templates

Navigate to: /site_admin/email_templates

From sidebar: Leads & Messages → Email Templates

Overview

Email templates allow you to customize the automated messages sent to leads when they:

Common Template Types

Inquiry Response

Automatic reply when someone submits a property inquiry form

Viewing Confirmation

Sent when a viewing appointment is scheduled

Property Alerts

Notification emails for new properties matching saved searches

Welcome Email

Sent to new contacts when they sign up

Editing Email Templates

1. Select Template

Choose the template you want to customize from the list

2. Customize Subject Line

Write a clear, engaging subject line. You can use variables:

{{property_title}} - Property name
{{contact_name}} - Recipient's name
{{agency_name}} - Your agency name

3. Edit Email Body

Customize the message content. Most templates support HTML formatting.

Tip: Keep messages professional, concise, and include a clear call-to-action

4. Available Variables

Variable Description
{{contact_name}} Contact's full name
{{contact_email}} Contact's email address
{{property_title}} Property title/name
{{property_url}} Link to property page
{{agency_name}} Your agency/company name
{{agent_name}} Assigned agent's name

Best Practices

Personalize Messages

Use variables like {{contact_name}} to make emails feel personal

Keep It Professional

Maintain a professional tone while being friendly and approachable

Include Contact Information

Always provide phone numbers and email for follow-up

Test Before Using

Send test emails to yourself to verify formatting and content

Mobile-Friendly

Keep content concise as many users read emails on mobile devices

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