How do I add an email template?

Creating an email template that you can apply within any transaction is quick and easy in Preclose GO! 

First, select your "Settings" tab from you top-level navigation and click on "Email Templates". From this window, you can add new templates as well as edit or delete existing templates. 

 

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When creating a new template, be sure to give it a name and subject, then simply use the @ symbol to merge in data from a file into the body of the email. We call these your @tokens. For example, if you want to include the name of the buyer, type in @buyer, and you will see multiple smart selections pop up that you can click to add into the text!

See below:

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You also have the option to select the @ symbol at the bottom of the email template, and select from the pop up list provided:

 

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Your email templates are equipped with rich text, so you can customize the information within the body! You can bold, italicize, underline as well as change the background highlight color and text color. You can utilize bullets and numbering, and all of these features will carry over when you import your template into a new email. 

 

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Once you have created an email template, it will be available to use within any of your transactions! 

When you go to send an email, and you want to use a template, click on the document icon at the bottom of the email window. This will pop up a list of all templates that you have created, and you can simply click and go!

 

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The data from your transaction will populate into the email where you included @tokens. If a piece of information is missing, it will appear in red. 

 

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At any point when writing an email, even if using a template- you can add or delete @tokens so that your email looks exactly the way you want it to!

 

See more about @tokens, here