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eMarketing (Email Responses)

  • Updated

Use this facility to create standard email responses/templates. Examples may include:

  • "Thank you for your enquiry on our website"
  • "New Client Introduction Email"
  • "Lease Renewals"
  • "Upcoming Periodic Inspection"

These email responses can then be selected when sending an email via the desktop and mobile app versions of VaultRE.

Unless you are a user with "Full Access," you can only edit templates you created yourself.

Contents:

Setup Standard Email Templates

Setup Enhanced (Property) Email Templates

Step by step

1. Go into Settings (Admin Users) or My Settings > eMarketing > Email Responses

2. Select the desired template type tab - This can be either a Standard Template or an Enhanced (Property) Template

3. Click on Create Email Response

4. Add the template details. This includes the template name, email subject, visibility settings, and content

5. Click on Save Response to add the email template to your database, and it will now be available to choose from when sending an email via the desktop and mobile app versions of VaultRE

Additional information

If you want to include documents via the Electronic Table link, eMarketing Storage, or Filing Cabinet, this option is provided once you are inside the email template. Once you have ticked the (tick) to include attachments/links tick box, this will add the selected document as a link directly to your email.

Includ_attachments.png

We provide the option to set the access settings for the email template you are creating. These visibility settings can include everyone in the office, a team or an individual.

Visibile.png

When drafting your email, you can change the font type, size, and colour, insert merge fields, and add images and hyperlinks.
mceclip3.png

If you want to insert an image into your template, you must ensure that the image is cloud-hosted (Hyperlink). You can create hyperlinks for your images from within your VaultRE account by:

  • Go to: eMarketing > eMarketing Storage
  • Click on Add/Upload File in the bottom right-hand corner

Once added, this will then generate a hyperlink for the image as shown below:

eMarketing_storage.png

You can add this image to the template by copying the hyperlink, as shown above, and pasting it into the Source section of the Insert/edit image button in the email template.

Image_source.png

Your existing email templates will be shown within the relevant template tab (Standard Templates or Enhanced (Property) Templates). You can edit these templates at any point by clicking the Edit button.

Edit_template.png

Where can these email templates be selected? 

Enhanced (Property) Templates

  • Emailing from a contact card
  • Mobile App
  • Emails to contacts if assigning property context
  • Automated email responses for property check-ins
  • Canned responses
  • Property-based triggers (Providing there is property context-based)
  • Action lists (Provided the property is linked to a contact (owner/purchaser); otherwise, fields will not merge)

Standard templates (Appear in all places enhanced do plus)

  • Bulk email communicator, including creating contact distribution lists from owner feedback reports
  • Contact-based date triggers

You may find base templates via the access shared content tool in your settings menu. This is only accessible to users with admin settings. These templates are also defined by if you belong to a franchise group.

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