Send Email Templates

The Email Templates section offers a library of prewritten email templates designed for nearly every occasion — from appointment setting to re-engagement, open houses, and more.

🗂 Accessing Message Templates

To get started:

1. Navigate to Email Templates from the left-hand menu
2. Browse through categorized templates like:
   • Appointment Setting
   • Market Listings
   • Open House Invitations
   • Re-Engagement Emails
   • And many more

👀 Preview & Save Templates

• Click Preview on any message to read it in full
• If you like what you see, click Save to add it to your personal account
• You can always return to any saved or scheduled message from the Scheduled & Saved section

✏️ Editing & Scheduling an Email

When you’re ready to send:

1. Click Edit & Schedule on your chosen template
2. You’ll be taken to the editor where:
   • Any required customization areas will be highlighted in red
   • Fill in personal details or custom context as needed
3. Select your recipients:
   • By Tag or
   • By Audience
4. Click Schedule at the bottom to either:
   • Send immediately
   • Schedule for a future date and time

🧭 Navigating the Email Library

• Use the Library button (left-hand sidebar) to go back to the full list of email types
• See all Scheduled and Saved emails under their respective tabs
• Track performance for any sent email in the Reporting tab

✅ Recap Features at a Glance

Happy Sending!