LeadSimple

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

Managing Email Templates

Make your communications stand out by embedding videos in your email templates.

Embed Videos in Email Templates

Learn what to do if LeadSimple doesn't accept your BombBomb video link.

Why am I running into an error when trying to embed a BombBomb or YouTube Short video?

Learn how to send a test version of an email template to yourself.

Send Test Version of an Email Template

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!

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

Learn how to clone templates from one pipeline to another

Cloning Email and Text Templates

Where to find email reporting to track sends, open and click rates in LeadSimple.

Where Can I Find Open/Click Tracking on Templates?

What Are The Native Pipeline Merge Tags?

Learn why this changed, and how to filter the template list to quickly find the ones relevant to the process or pipeline you're working in.

Email and Text Templates Are Now Shared Across All Processes and Pipelines

Shannon

Alexa Roeper

Kimberly Blair

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

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