Managing Email & SMS Templates

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

6 articles in this collection
Written by Aimee and Shannon

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

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

Managing Email Templates

Learn how to create personalized email templates to automate your LeadSimple workflows.

Written by Aimee
Updated over a week ago

Managing SMS Templates

Learn how to create and use SMS templates in your LeadSimple workflows

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.

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

Cloning Email and SMS Templates

Learn how to clone templates from one lead type to another

Written by Aimee
Updated over a week ago