This functionality allows Admin and Super Manager users to customize email templates for their properties. These templates are property-based, which allows all users assigned to the property(s) to select the templates when sending new emails or replying to emails within LeadManaging.
From the Staff Email Template Menu, users can add a new template, edit or delete existing templates. There’s also a search bar (contains search) that can look up templates based on the template name.
Users can add text, links, and images on their templates. The template names must be unique and should always be linked to a building. If the template needs to be assigned to all buildings, there is an All Buildings option in the dropdown.
Users assigned can edit existing templates from the contents, template name as well as change the building assignment.
When an email template is deleted, the template name can be used again the next time a user creates a new template.
Users can select their templates when replying or sending new emails to prospects.
Settings and User Rules:
Ensure that the users are assigned to the property(s).
Navigational path: Frontend → Users tile → Add New User or Update Location Assignment for existing users
User Groups that can Create, Edit and Delete Templates:
User Groups that can use the email templates:
All users that are assigned to the property