Email Templates Respond Faster with Reusable Content

Email templates are pre-written email messages that you can reuse with dynamic variables for personalization. Ideal for common communications like:

• Welcome emails: For new customers
• Property alerts: New properties that match
• Follow-ups: After viewing or meeting
• Status updates: Deal progress
• Thank you emails: After a transaction

Benefits of Templates

• Time savings: No repetition of the same emails
• Consistency: Uniform communication to customers
• Personalization: Automatic name, property, deal filling
• Scalability: Efficient with many customers
• Quality assurance: Controlled texts without typos

Create New Template

1. Go to Settings > Communication > Email Templates
2. Click + New Template
3. Fill in:
   • Template Name: Descriptive name (e.g., "Welcome Email New Customer")
   • Category: Lead, Property, Deal, Follow-up, etc.
   • Subject: Email subject (with variables)
   • Body: Email content (rich text editor)
4. Click Save Template

Rich Text Editor

The editor supports:

• Formatting: Bold, italic, underline, lists
• Links: Add URLs
• Images: Upload or embed images
• Variables: Dynamic placeholders
• Tables: For structured data

Template Variables

Use variables for personalization:

• {{contact.firstName}} → First name
• {{contact.lastName}} → Last name
• {{contact.email}} → Email address
• {{contact.phone}} → Phone number
• {{property.address}} → Property address
• {{property.price}} → Price
• {{deal.value}} → Deal value
• {{agent.name}} → Your name
• {{agent.phone}} → Your phone number
• {{company.name}} → Company name

Example Template

Subject: Welcome to {{company.name}}, {{contact.firstName}}!

Hello {{contact.firstName}},

Great that you've reached out! I'm {{agent.name}} and I'll help you find your dream home.

I see you're interested in properties around {{contact.preferences.location}} with a budget of approximately {{contact.preferences.budget}}.

I'll contact you within 24 hours to discuss your wishes.

Best regards,
{{agent.name}}
{{agent.phone}}

Apply Template to New Email

1. Open a contact
2. Click Send Email
3. In compose window, click Templates dropdown
4. Select a template
5. Template is filled with all variables
6. Review and adjust if needed
7. Click Send

Template Preview

Tesoro shows preview of template with real data:

• Variables are filled with contact data
• See how email looks for recipient
• Check personalization before sending

Quick Template Insertion

Use shortcuts:

• Type / in email body → template menu opens
• Type /wel → filter on "welcome" templates
• Press Enter → template is inserted

Customize Template for Specific Email

You can always modify after insertion:

• Add extra paragraphs
• Change variable values
• Add attachments
• Changes apply only to this email
• Original template remains unchanged

Template Library

Organize templates for overview:

• Categories: Lead, Property, Deal, Follow-up, General
• Tags: Add labels for filtering (e.g., "urgent", "introduction")
• Favorites: Star your most used templates
• Search: Search by name or content

Template Statistics

Tesoro tracks:

• Usage count: How often template is used
• Open rate: % of recipients who open email
• Click rate: % who click on links
• Response rate: % who respond
• Last used: When last used

Duplicate Templates

1. Open template in library
2. Click Duplicate
3. New copy is created
4. Adjust for other use case

Share Templates with Team

For team collaboration:

• Shared templates: Visible to entire team
• Personal templates: Only you see them
• Click Share with team to share
• Team members can use but niet modify

Delete Templates

1. Open template
2. Click ... menu
3. Select Delete
4. Confirm with "Yes, delete"

niete: Sent emails with this template are preserved.