Learn how to create and manage email templates in MRI Vault for consistent communication.

This article covers:

• About email responses
• Create an email response
• Add attachments and links
• Customise your template
• Manage existing templates
• Use email templates across MRI Vault

About email responses

Use email responses to save time and ensure consistency across your communications. MRI Vault allows you to create reusable email templates, called Email Responses, that can be used on both desktop and mobile apps. These templates are perfect for common messages such as client introductions, inspection notices, and lease renewals.

Create an email response

Set up a new email template for quick reuse. You can create either a standard or enhanced (property) template depending on your needs.

1. Go to: Settings (admin users) or My Settings > eMarketing > Email Responses
2. Choose the template type tab:

• Standard Template - General use
• Enhanced (Property) Template - Property-context specific

3. Click Create Email Response
4. Fill in the template details:

• Template name
• Email subject
• Visibility settings (everyone or individuals)
• Email content
  

5. Click Save Response to make it available on the web version and mobile apps

Add attachments and links

Include documents and links directly in your email templates. You can attach files using Vault’s storage tools.

1. Inside the template editor, tick the box to Include attachments/links
2. Choose from:

• eMarketing Storage
• Electronic Table link
• Filing Cabinet

These will be added as clickable links in your email.

Customise your template

Make your emails visually appealing and personalised. Vault’s editor lets you format text and add dynamic content.

• Options:
  • Change font type, size, and colour
  • Insert merge fields for personalised data
  • Add images and hyperlinks

Images must be cloud-hosted.  To add an image to an Email Response, the image must first be uploaded to eMarketing > eMarketing Storage.

To upload and link an image:

• Go to: eMarketing > eMarketing Storage
• Click Add/Upload File
• Copy the generated hyperlink
• In the email template editor, click the insert image icon
• Paste the link in the Source field
  
• Click OK

Manage existing templates

Edit or update your templates anytime. All saved templates appear under their respective tabs.

• Go to: Settings (admin users) or My Settings > eMarketing > Email Responses
• Go to the relevant tab: Standard Templates or Enhanced (Property) Templates
• Click Edit next to the template you want to update

Use email templates across MRI Vault

Email templates are available across multiple MRI Vault features.

Standard Templates (includes all Enhanced uses plus):

• Bulk email communicator
• Contact-based date triggers

Enhanced (Property) Templates

• Contact card emails
• Mobile app
• Property-context emails
• Automated property check-in responses
• Canned responses
• Property-based triggers
• Action lists (if the property is linked to a contact)