Email Template Library
Email Campaign Template Library - Work Instructions
Overview
The Email Campaign Template Library is a collection of pre-built email campaigns designed to help agents streamline their marketing efforts. Agents can download and use these templates to create effective campaigns without having to start from scratch. The library includes a variety of campaign types, such as buyer campaigns, seller campaigns, renter campaigns, and probate campaigns, among others.
The Template Library provides an easy and efficient way for agents to access professionally designed email campaigns. However, users are responsible for ensuring that any templates they use comply with applicable laws, including copyright, privacy, and data protection regulations (e.g., GDPR, CAN-SPAM).
Accessing the Email Campaign Template Library
Navigate to the email campaign screen by clicking on Campaigns located on the left-side menu.
On the Campaigns screen, locate the Template Library button at the top and click on it to access the library.
You will be directed to the Template Library screen, where you can browse and select various campaign templates.
Navigating the Template Library
To find specific campaign templates, use the Filter by Category Dropdown Menu to filter campaigns by type (e.g., buyer, seller, renter, probate).
Selecting a category will refine the list to display only the relevant campaign templates.
Downloading a Campaign Template
Locate the desired campaign template you would like to download.
Click on the Download Template button located on the bottom of the template.
The campaign emails will download and saved, and you will be automatically routed back to the main Campaigns screen.
Viewing and Editing Downloaded Campaign Templates
To access downloaded templates, click on the Saved Templates button at the top of the Campaigns screen.
A popup window will appear, displaying all saved and downloaded templates.
If you wish, you can click on any individual email within a template to edit it according to your needs.
All downloaded and created emails will remain accessible in the Saved Templates window for future use and customization.