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Thread: Using Email Templates

  1. #1

    Default Using Email Templates

    I am trying to set up an email template and that seems easy enough, but once I get it set up how do implement it with new emails?

    I would have thought there would be something under the add document to select a template but don't see anything. As usual, I am sure this is user error.

  2. #2
    Join Date
    Dec 2007
    Posts
    1,419

    Default Re: Using Email Templates

    Hey Mike, when you send an email to an individual lead, the 'template' drown-down menu appears, but it does not when you try to send emails to a group or in your email campaigns. We will repair this for you as soon as we can.
    Danielle Simard
    Customer Support Representative
    support@realestatewebmasters.com

  3. #3

    Default Re: Using Email Templates

    Gotcha...thanks.

  4. #4
    Join Date
    Aug 2006
    Location
    Nanaimo, BC
    Posts
    1,556

    Default Re: Using Email Templates

    Hello Mike

    We have now written the new code to allow templates in campaigns. Your site has been updated.
    Steven Barre
    Systems Administrator / Programmer
    Real Estate Webmasters
    Red Hat Certified Engineer | Zend Certified Engineer | Microsoft Certified Professional
    "To err is human... to really foul up requires the root password."

  5. #5
    Join Date
    Apr 2007
    Location
    Santa Cruz,CA
    Posts
    2,078

    Default Re: Using Email Templates

    Gregg chiming in here, I see that in my drop down menu I can send and e-mail from the campaign, but how can I start a campaign individually? Do I have to put everyone into some sort of group to start a campaign. If I do, then does everyone in that group get started on the campiagn?
    Santa Cruz Beach Homes || Carmel Real Estate | Aptos Beach Homes Santa Cruz is a vibrant community, located on the north end of Monterey Bay, and is home to artisans, beach goers, hi tech types, and college students. There is plenty of natural beauty from the ocean side coastal towns to the little mountain communities to Carmel and Pebble Beach Golf estates. Let my 30 years of local knowledge and 20 years of real estate help you find the right home or property in the Monterey Bay.

  6. #6

    Default Re: Using Email Templates

    Quote Originally Posted by GreggRio View Post
    Gregg chiming in here, I see that in my drop down menu I can send and e-mail from the campaign, but how can I start a campaign individually? Do I have to put everyone into some sort of group to start a campaign. If I do, then does everyone in that group get started on the campiagn?
    Gregg, yes you do have to create a group in order to start a campaign and yes it affect everyone. Have you read the tutorial?

  7. #7
    Join Date
    Aug 2006
    Location
    Nanaimo, BC
    Posts
    1,556

    Default Re: Using Email Templates

    Yes Gregg, what Mike said.

    And could you stop hijacking peoples threads?
    Steven Barre
    Systems Administrator / Programmer
    Real Estate Webmasters
    Red Hat Certified Engineer | Zend Certified Engineer | Microsoft Certified Professional
    "To err is human... to really foul up requires the root password."

  8. #8
    Join Date
    Apr 2007
    Location
    Santa Cruz,CA
    Posts
    2,078

    Default Re: Using Email Templates

    HI Steven, sorry about that, saw a similar question and thought it better than a redundant post of the same sort of question.This CMS is not user friendly and intuitive. I did get the tutorial the other day and will review it.
    Santa Cruz Beach Homes || Carmel Real Estate | Aptos Beach Homes Santa Cruz is a vibrant community, located on the north end of Monterey Bay, and is home to artisans, beach goers, hi tech types, and college students. There is plenty of natural beauty from the ocean side coastal towns to the little mountain communities to Carmel and Pebble Beach Golf estates. Let my 30 years of local knowledge and 20 years of real estate help you find the right home or property in the Monterey Bay.

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