How to Use the Template Manager

3 min read | This article is for *Administrators*

Getting There: Admin tab → Template Manager OR  Profile Dropdown menu → Template Manager

OVERVIEW

Admins can use the template manager to create their brokerage's templates. Templates can be made and saved so that everybody in the Brokerage has access to it instead of making them for each property.

How to get there: 

Go to the Admin tab on the left side of the screen or alternatively use the profile dropdown navigation menu to head to the Template Manager page directly.

IN THIS ARTICLE

1. How to Create a Feedback Request Template
   • Definitions: Feedback Request vs. Feedback Survey
   • Applying Access types to your template
   • How to apply the Feedback Request Templates to your listings
2. How to Create a Feedback Survey
   • Definitions: Feedback Request vs. Feedback Survey
   • Applying Access types to your template
   • How to apply the Feedback Survey Template to your listings
3. How to Create Message Showing Agents Template
   • Applying Access types to your template
   • How to apply the Message Showing Agents Templates to your listings
4. How to Create an Offer Registration Template
   • Applying Access types to your template
   • How to apply the Offer Registration Templates to your listings
5. How to Make a Default Template
   • Background
   • How to use the Make Default Toggle
   • Finding your templates
6. Troubleshooting & FAQs

How to Create a Feedback Request Template

Using the below steps about Feedback Request templates, for the listings you’re going to use, you may need to toggle on the “Collecting Feedback” at the top of the Feedback Settings page to enable other actions on the page.

1. In the Template Manager, Select Feedback Request from the drop down list through the Create Template button

2.  Select an option that applies for your preference in the 'Apply to' drop-down

Access Types Explained:

3. Name the feedback template through the Template Name field.

Use a unique name so that you can distinguish the template from those created by other users for more ease. (e.g. Default Feedback Template – Miranda GA)

4. The subject is not editable because the email is very specific, and thus, there is a standard subject

5. Customize the email body and attach one or more tag from area below by clicking and dragging it into the email body box.

• The tag is dynamic in that it will pull in that specific data in the specific place that tag is placed

• Use smart tags to personalize your Feedback Request email. Don’t forget to include the Feedback Button Link smart tag so agents can access your Feedback Survey!

6. Click Save - The list of templates to the left should update with the newly created template at the top of the list

 

How to Apply the Feedback Request Templates to Your Listings

1. Navigate to the My Brokerage page through the Brokerage tab and select one of the listings - Listing Details page should appear.

• • • Branch admin should select the filters drop-down beside the search bar, select the 'branch' drop down, and select the branch to which your branch admin is associated before selecting a listing

• • • Team Admin should navigate to Team Dashboard via the Dashboard button, and then select one of your listings.

2. Select 'Edit Listing' button and then select 'Feedback Settings' tab - “Feedback Settings” page should appear. Default tab will be Feedback Request

3. In the 'Feedback Request Template ' section, select the 'Use Template' drop-down. Click Save.

The previously created template should be in the list of options, right below “Default Feedback template” or already existing default templates

How to Create a Feedback Survey Template

The main purpose of this feature is the ability to create and edit feedback survey templates which can be assigned globally to multiple listings.

1. In the Template Manager, Select Feedback Survey from the drop-down list through the Create Template button

The default feedback survey questions along with the ‘create your own custom questions’ will appear automatically.

2. Select an option that applies for your preference in the “Apply to” drop-down

Access Types Explained:

3. Name the feedback survey template through the Template Name field.

Use a unique name so that you can distinguish the template from those created by other users for more ease. (e.g. Default Feedback Survey Template – Miranda GA)

4. Create your own custom feedback questions:

• Select your Question Type
• Enter your feedback question in the ‘Your Question’ field
• Enter Options for your question and then press add.
  • Repeat until you have added all your optional answers
  • To remove an added option, click the red ‘x’ next to the answer under options
• Click Add Question button

5. Customize the survey body by clicking and dragging questions to rearrange the order in the survey body box.

6. Hover your mouse over the question box to reveal the “edit” and “delete” icons to make adjustments

7. Click Save - The list of templates to the left should update with the newly created template at the top of the list

How to Apply the Feedback Survey Template to Your Listings

1. Navigate to the “My Brokerage” page through the Brokerage tab and select one of the listings - Listing Details page should appear. 

• Branch admin should select the filters drop-down beside the search bar, select the “branch” drop down, and select the branch to which your branch admin is associated before selecting a listing
• Team Admin should navigate to Team Dashboard via the Dashboard button, and then select one of your listings.

2. Select “Edit Listing” button and then select “Feedback Settings” tab - “Feedback Settings” page should appear. Default tab will be Feedback Request – select Feedback Survey tab.

3. In the “Feedback Survey Template” section, select the “Use Template” drop-down. Click Save. The previously created template should be in the list of options, right below “Default Feedback Survey template” or already existing default templates

How to Create Message Showing Agents Template

1. Select Message Showing Agents from the drop down list through the Create Template button 

2. Select an option that applies for your preference in the “Apply to” drop-down

Access Types Explained:

3. Name the Message Showing Agents template through the Template Name field

4. Add in a custom subject line because the types of messages that are sent to co-op agents can vary.

5. Customize the email body and attach one or more tag from area below by clicking and dragging it into the email body box.

6. Click Save - The list of templates to the left should update with the newly created template at the top of the list

How to Apply the Message Showing Agents Template to Your Listings

1. Navigate to the “My Brokerage” page through the Brokerage tab and select one of the listings - Listing Details page should appear.

• Branch admin should select the filters drop-down beside the search bar, select the “branch” drop down, and select the branch to which your branch admin is associated before selecting a listing
• Team Admin should navigate to Team Dashboard via the Dashboard button, and then select one of your listings.

2. Select “Message Agents ” button and then select the “Use Template” drop-down. Click Send.

The previously created template should be in the list of options, right below “Default Message Showing Agents Template” or already existing default templates

How to Create an Offer Registration Template

1. Select Offer Registration from the drop-down list through the Create Template button 

2. Select an option that applies for your preference in the “Apply to” drop-down

Access Types Explained:

3. Name the Offer Registration template through the Template Name field

4. The subject is not editable because the email is very specific, and thus, there is a standard subject

5. Customize the email body and attach one or more tag from area below by clicking and dragging it into the email body box.

6. Click Save - The list of templates to the left should update with the newly created template at the top of the list

How to Apply the Offer Registration Template to Your Listings

1. Navigate to the “My Brokerage” page through the Brokerage tab and select one of the listings - Listing Details page should appear.

• Branch admin should select the filters drop-down beside the search bar, select the “branch” drop down, and select the branch to which your branch admin is associated before selecting a listing

• Team Admin should navigate to Team Dashboard via the Dashboard button, and then select one of your listings.

2. Select “Offers” button and then select the “Offer Settings” drop-down.

3. Scroll down to Offer Registration Notification and select “Use Template” drop-down. Click Save.

The previously created template should be in the list of options, right below already existing default templates

How to Make a Default Template

Background

A modal will appear when a user clicks the default toggle ON, so that they can confirm that they want this template to be the default.

Once confirmed, the template will then become the default template and override the existing default.

How to Use the Make Default Toggle

When creating/editing a template on the template manager the ‘Make default template’ will appear with the toggle off

The ‘Make default template’ will appear for each of the Global, Branch and Team level from the ‘Apply To’ drop-down options

1. Click the toggle ON

• • One of the following modals will appear to confirm whether the template should be the default:

 2. Click ‘Yes’

The toggle will then appear blue and display the text ‘Default template’

Global Default Templates will be added to the left side of the Template Manager page list with Blue tag Global Default and black tag Template Type with the template’s name and date+time added.

Branch Default Templates will be added to the left side of the Template Manager page list with Blue tag Branch Default and black tag Template Type with the Branch location, template’s name and date+time added.

Team Default templates will be added to the left side of the Template Manager page list with Blue tag Team Default and black tag Template Type with the team name, template’s name and date+time added.

Understanding the Templates list hierarchy

Templates appear in the dropdown list in following order:

• • Personal template
  • My Team template
  • Branch template
  • Global template
  • Any other templates that is not profile/team/branch/global defaults - ordered by edited/created time, most recent edits on top

Finding Your Templates

Search for and find a template through scroll, one of the filters, or the search bar:

TROUBLESHOOTING & FAQs

Is there any way to delete a global default template?

Yes, however, there must be at least one Global default template available to use. In order to delete a global default template, a global admin must first create a new template and set it as the global default.

Once completed, the admin will be able to click edit and delete the template which was previously not able to be deleted.

Can the Smart Tags be used in the subject lines?

The "smart tags" that work for auto-populating listing related info in the message section of the templates will not work in the subject header.

It would read as ie. ListingName regardless of the property listing's address within the header. 

Can an admin create a template for an individual agent?

Agents can set up their own feedback and offer templates to remain in their own accounts. As someone with Admin settings, a user wouldn't be able to create it for one specific person, but they are more than welcome to share the details of the template with the agent in question and they'd be able to create it themselves from the Template Manager.

All users should have access to their own respective Template Manager

Within the Template Manager, there are only four options available. Can I create other templates?

Currently, our platform only supports the four types of templates: Feedback Request, Feedback Survey, Message Showing Agents, Offer Registration.

Who has the permission level to edit a Global Default Template?

Only Global Admins, Managers or Owners can edit a Global Default Template

Can I attach documents to the Templates?

Yes! When editing your template, select the Upload File Icon (Pictured Below) in the email body box.

A link to your attached document will appear in the email body box.

---