Communication Templates for Email, SMS and WhatsApp

A strong template library is the foundation for efficient, consistent communication. Tesoro supports templates for email, SMS and WhatsApp in one central place.

Template Types per Channel

Email Templates:

• Long content (no limit)
• Rich formatting (HTML, images, links)
• Attachments possible
• Ideal for: Informative messages, brochures, property lists

SMS Templates:

• Short (max 160 characters)
• Plain text only
• Fast and direct
• Ideal for: Reminders, confirmations, snelle updates

WhatsApp Templates:

• Pre-approved by WhatsApp (for business initiated)
• Rich media support (images, videos, docs, locations)
• Interactive buttons possible
• Ideal for: Property alerts with photos, viewing confirmations

Template Categories

Organize templates by use case:

• Lead Generation: Welcome, introduction, value proposition
• Property Marketing: New listing, price drop, open house
• Viewing Management: Confirmation, reminder, follow-up
• Deal Progression: Status updates, document requests, closing
• Customer Service: FAQ answers, support, troubleshooting
• Post-Sale: Thank you, ask for reviews, referrals

Universal Variables

The same variables work in email, SMS and WhatsApp:

Contact Variables

• {{contact.firstName}} → First name
• {{contact.lastName}} → Last name
• {{contact.fullName}} → Full name
• {{contact.email}} → Email address
• {{contact.phone}} → Phone number
• {{contact.company}} → Company name
• {{contact.type}} → Buyer/Seller/Tenant

Agent Variables

• {{agent.firstName}} → Your first name
• {{agent.fullName}} → Your full name
• {{agent.email}} → Your email
• {{agent.phone}} → Your phone number
• {{agent.title}} → Your job title

Company Variables

• {{company.name}} → Company name
• {{company.website}} → Website URL
• {{company.phone}} → Office phone number
• {{company.address}} → Office address

Property Variables

• {{property.address}} → Full address
• {{property.city}} → City
• {{property.price}} → Price (formatted)
• {{property.bedrooms}} → Number of bedrooms
• {{property.type}} → Apartment/House/etc.
• {{property.url}} → Link to listing

Deal Variables

• {{deal.value}} → Deal value
• {{deal.stage}} → Pipeline stage
• {{deal.closeDate}} → Expected close date

Conditional Variables

Show content only under certain conditions:

{{#if contact.type == "Buyer"}}
Still looking for a property?
{{else}}
Want to sell your property?
{{/if}}

Email Template: New Property Alert

Subject: New property in {{property.city}} - Exactly what you're looking for!

Hello {{contact.firstName}},

Great news! A new property is available that perfectly matches your wishes:

🏡 {{property.address}}
💰 Price: €{{property.price}}
🛏️ Bedrooms: {{property.bedrooms}}
📐 Size: {{property.size}} m²

[View photos]

This property meets your preferences:
✓ Location: {{property.city}}
✓ Type: {{property.type}}
✓ Budget: Within your range

Interested in a viewing? Reply to this email or call me directly at {{agent.phone}}.

I look forward to hearing from you!

{{agent.fullName}}
{{agent.title}}
{{company.name}}

SMS Template: Viewing Reminder

Hi {{contact.firstName}}, reminder: your viewing for {{property.address}} is tomorrow at {{appointment.time}}. See you then! - {{agent.firstName}}

WhatsApp Template: Property Interest Follow-up

Hello {{contact.firstName}},

Thank you for your interest in {{property.address}}! 🏡

I have more information for you:
📄 [Download brochure]
📍 [View location]
📅 [Schedule viewing]

Questions? Feel free to send a message!

Regards,
{{agent.firstName}}

Email Template: Post-Viewing Follow-up

Subject: What did you think of {{property.address}}?

Hi {{contact.firstName}},

Great that you came by for the viewing of {{property.address}}!

I'm curious about your first impression:
• Does the property meet your expectations?
• Do you have any questions about the property?
• Would you like to schedule a second viewing?

I also have a few other properties that might be interesting:
[Link to similar properties]

Let me know what you think!

Regards,
{{agent.fullName}}

Template Library Structure

1. Go to Settings > Templates
2. See tabs per channel:
   • Email Templates
   • SMS Templates
   • WhatsApp Templates
3. Filter by:
   • Category: Lead, Property, Deal, etc.
   • Language: NL, EN, ES
   • Status: Active, Draft, Archived

Template Folders

Organize with folders:

• 📁 Lead Generation
  • Welcome new lead
  • Company introduction
  • Value proposition
• 📁 Property Marketing
  • New listing alert
  • Price drop nietification
  • Open house invitation
• 📁 Viewing Management
  • Viewing confirmation
  • Reminder day before
  • Post-viewing follow-up

Team Templates vs Personal Templates

• Team templates: Visible to entire team
  • Standard responses
  • Company branding
  • Approved messaging
• Personal templates: Only for you
  • Your own style
  • Specific workflows
  • Experiments

Template Versioning

For important templates:

• Duplicate for new version
• Label with version number (v1, v2, v3)
• niete changes in description
• Archive old versions (don't delete)