Templates
Where do I find my templates?
Settings then Templates, where you can switch between email, SMS, and task templates. ▶ Add Email and SMS Templates — 0:00
Can I organize my templates into folders?
Yes, and you can set whether a folder is for all contacts or specifically for sellers, leads, buyers, agents, vendors, or list stacking. ▶ Create SMS Templates — 0:26
My new template went into the wrong folder.
Make sure you are inside the folder you want before clicking Add Template. ▶ Add Email and SMS Templates — 3:48
How do I add a dynamic field to a text template?
Type the @ symbol where you want the detail, then pick a field from the drop-down. ▶ Add Email and SMS Templates — 4:10
Where do I create a task template?
Settings, then Templates, then Task Templates, next to the SMS templates. ▶ Create Task Templates — 0:00
The task type I need isn't listed.
You can add your own custom task type. ▶ Create Task Templates — 1:23
Should I assign a task to a role or to a person?
A role means the task follows whoever holds it on the lead. A user means it always goes to the same person. ▶ Create Task Templates — 1:31
What priority levels can a task have?
Urgent, High, Medium, Low, or None. ▶ Create Task Templates — 1:46
When can a task be due?
An hour, a day, or a week after it starts, or a custom date and time. ▶ Create Task Templates — 2:01
Can I add a checklist to a task?
Yes, breaking the task into smaller steps. ▶ Create Task Templates — 2:16
Can I remind someone about a task?
Yes. In Other Settings you can notify the assignee and set a reminder. ▶ Create Task Templates — 3:12
How is the assignee notified about a task?
Choose the channel when setting up the template — SMS, email, or both. ▶ Setting Up Task Templates — 3:19
Where does a task template folder's scope come from?
The folder decides where its templates can be used. Choose All for leads, buyers, agents, vendors, and list stacking, or restrict it to one type. ▶ Setting Up Task Templates — 0:21
How do I apply a task template to an existing lead?
Open the lead, go to the Tasks and Appointments tab, add a task, and select your template instead of building a new one. ▶ Setting Up Task Templates — 3:49
A task was created with nobody assigned. Why?
If the template assigns by role, that role has to be filled on the lead. Add the team member to the lead first, then apply the template. ▶ Setting Up Task Templates — 4:18
How do email template folders work?
Common folders make templates available for leads, buyers, vendors, agents, and all contacts. You can also restrict a folder to one record type. Each folder shows where its templates can be used. ▶ Create and Manage Email Templates — 0:26
What can I do in rich format that I cannot do in plain text?
Add photos, signatures, and design. You build the email by dragging blocks into place, and can control font, size, weight, colour, alignment, and line height, plus add social links and HTML. ▶ Create and Manage Email Templates — 3:37
Can I see how my email will look on a phone?
Yes. Preview in desktop, phone, and tablet views before sending. ▶ Create and Manage Email Templates — 4:53
How do I use an email template on a single lead?
Hover over their contact information, click the email icon, and select from your available templates. You can preview before sending. ▶ Create and Manage Email Templates — 5:27