Managing Email & SMS Templates
Learn how to create, manage and use templates and enhance them with embedded videos
7 articles
Written by Aimee and Shannon
Managing Email Templates
Learn how to create personalized email templates to automate your LeadSimple workflows.Written by Aimee. Updated this week
Managing SMS Templates
Learn how to create and use SMS templates in your LeadSimple workflowsWritten 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.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.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!Written by Shannon. Updated over a week ago
Cloning Email and SMS Templates
Learn how to clone templates from one lead type to anotherWritten 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.Written by Shannon. Updated over a week ago