To Access the Template Dashboard.
Click on Your Name in the top right corner.
A menu will open.
Click on the Account Settings item.

Scroll down to the Advanced menu.
Click on the Templates Item.

Click the GO TO TEMPLATE DASHBOARD button.
Click on the Choose a Tag bar.
A menu will open.
Search or Select a Tag to view the Templates for it.
Click the VIEW TEMPLATES button to the right of the menu.

Click on a Type of Campaign to View those Templates.

There are 5 Different Campaigns:

  • Email
  • Text
  • Voicemail
  • Letter
  • Direct mail

No matter what Type of Campaign choose.

You will see 6 Columns:

  • Campaign
  • Lead Name
  • Agent Signature
  • Preview
  • Copy
  • Delete¬†

Campaign:

This will show you the Name of the Templates.

Lead Name:

This means when the Template was Saved. The option to have the Homeowners Name appear at the Beginning of the Message was selected.

Agent Signature:

This means when the Template was Saved. The Add Signature option was selected. Meaning the Signature in your Profile will appear at the bottom of the Message.

Preview:

This will allow you to Preview the Template. More Information available below.

Copy:

This will allow you to Copy this Template to another Tag. More Information available below.

Delete:

You can Delete Custom and Copy Templates you Created. You cannot Delete Global Templates. You can only Delete Custom and Copy Templates. If the Template cannot be Deleted. There will not be a button in the Delete column. You can only Delete a Template if it is not currently in use. For Example: In an Autopilot Campaign. If the Template is Active. The DELETE button will say ACTIVE.

To View a Template.
Click on the PREVIEW button to the right of the Template.
A window will open.
You will see an Example of what the Message will look like when it is Received. 

To Copy a Template.
Click on the COPY button to the right of a Template.
A window will open.
Click on the Bar in the middle of the window.
A menu will open.
You will see all of your Tags in the menu.
Click on the Tag you want to Copy the Template to.
Click the the COPY button in the bottom right corner of the window.
Now you can use this Template for this Tag.

To Delete a Template.
Click the DELETE button to the right of a Custom or Copy Template.
A window will open.
Click the DELETE button in the bottom right corner of the window.

IMPORTANT: Once a Template is Deleted. It cannot be Undone.

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