TotalBrokerage allows you to create three types of marketing templates: Contact, Transaction, and Account. Each template type is designed for a specific purpose and includes different fields that can be automatically inserted into your message.


1. Contact Templates

Contact templates are used to communicate with your contacts. These templates can include information from the General and Details tabs of the contact record, allowing you to automatically insert contact information into your message.

Contact templates can also be used in CRM Action Plans.


2. Transaction Templates

Transaction templates are used for communications related to a specific transaction. You can insert information from the transaction tabs, including:

  • Transaction dates

  • Property address

  • Contacts

  • Vendors

These fields allow you to personalize your messages using information already entered in the transaction.


3. Account Templates

Account templates are used to communicate with your TotalBrokerage users. Available fields that can be automatically inserted into your message include:

  • Account Name

  • First Name

  • Last Name

  • Email

  • Phone

  • Brokerage

Using these fields helps you personalize communications to your TotalBrokerage users without having to manually enter their information each time.



To add a template for a marketing campaign, select Marketing → Templates.





Once in templates, select +Add a Template. 


You can also click Copy or Edit to manage existing templates.



BASIC EDITOR

  • Name your new template.
  • Then choose the template type: Contact email (for contacts within the CRM), Vendor email (Vendors within the CRM), or Account email (for Totalbrokerage users). 
  • You can also add groups to this template to better organize it.
  • Select the template Owner. Please note that only managers have permission to create and edit brokerage-wide templates.


Scroll down to the Email to Send section and edit the body of the message. 



Toolbar: Use the toolbar to enhance your template with dynamic elements like images, hyperlinks, or custom HTML code.



Insert: Inside the template's body, you can also use the Insert button to pull details based on the template type via mail merge.




By clicking Send Test, you can send a test email to yourself for preview purposes.  

When you are done, click the Save button to save your new template.






ADVANCED EDITOR: Please click here to learn more about the enhanced editor.