Setting up a subscription template takes only seconds and will save you time, and possibly embarrassment, down the road. A subscription template is the verbiage your client will see when they open an email from you through their Subscription.
It’s important that you keep the verbiage generic and not specify any names. You don’t want to run the risk of setting up a template for Mary, and then accidentally send it to all of your clients.
Creating a subscription template
First, we need to get to the Add Subscription screen. Perform a Quick Search and select your criteria. Click Save, then Save Search. Name your search and click Save and Add a Subscription. Once you save, you’ll be on on the Add Subscription page.
Scroll down to the bottom where it says E-mail content. Enter in the subject line and the body of the email. Click Save as New. You’ll be asked to name this template. Enter the name and save you template. Moving forward you will now have this template available to you whenever you enable a subscription. At any time you can edit this saved subscription template.
Here’s an example of a generic subscription template you can use for all your clients.
Here’s an example of a template that could cause you trouble.
Megan has been working in the real estate industry for over a decade. She specializes in helping new agents begin their journey. In her free time she enjoys reading, writing, dogs, and traveling.