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Managing Email & SMS Templates

Managing Email & SMS Templates

Learn how to create, manage and use templates and enhance them with embedded videos

7 articles
Aimee avatarShannon avatar
Written by Aimee and Shannon

Managing Email Templates

Learn how to create personalized email templates to automate your LeadSimple workflows.
Aimee avatar
Written by Aimee. Updated this week

Managing SMS Templates

Learn how to create and use SMS templates in your LeadSimple workflows
Aimee avatar
Written by Aimee. Updated over a week ago

Send Test Version of an Email Template

Learn how to send a test version of an email template to yourself.
Aimee avatar
Written by Aimee. Updated over a week ago

Embed Videos in Email Templates

Make your communications stand out by embedding videos in your email templates.
Aimee avatar
Written by Aimee. Updated over a week ago

How do I use a merge tag to pull in all owner or tenant information?

Have multiple owners or tenants for a property and want to use a merge tag to pull all names into an email? This article will show you how!
Shannon avatar
Written by Shannon. Updated over a week ago

Cloning Email and SMS Templates

Learn how to clone templates from one lead type to another
Aimee avatar
Written by Aimee. Updated over a week ago

Where Can I Find Email Reports?

Where to find email reporting to track sends, open and click rates in LeadSimple.
Shannon avatar
Written by Shannon. Updated over a week ago
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