DESCRIPTION
This is where you'll see most of your message content with a main overview of your message templates and their KPI's
The Templates page contains three tabs:
Initial Messages
Quick Replies
Follow up Messages
Initial Messages
Initial message templates are used as conversation starters.
Template Type Filter
Filter your messages by selecting any of the five predefined message template types
General / Off Market
Vacant / Absentee
High Equity / Free and Clear
Pre-foreclosure / Liens / Auction
Probate / Bankruptcy
Three dots → on the far right of your screen, for every message template you've created
A new window pops up with Delete / Edit message template options
Close by clicking outside of the Delete / Edit window
Create New button → at the top right of your screen
Opens the Message template builder where you can create a message templateLearn everything you need to know about creating a message template HERE
Quick replies
Quick Replies are fast-and-easy-to-use saved responses, for responding to the most frequent answers/messages from your leads.
Category filter
Filter your canned responses by selecting any of the categories you created while creating a Quick Reply (e.g. Positive, Negative, Neutral, etc...).Three dots → on the far right of your screen, for every quick reply you've created
A new window pops up with Delete / Edit message template options
Close by clicking outside of the Delete / Edit window
Create New button → at the top right of your screen
The Message template builder will open where you can create a message templateFollow this link HERE and learn how to create a Quick Reply
Follow up Messages
Follow Up Campaign messages are used for texting prospects who didn't respond to your initial message.
Template Type filter
Filter your messages by selecting any of the five predefined message template types
General / Off Market
Vacant / Absentee
High Equity / Free and Clear
Pre-foreclosure / Liens / Auction
Probate / Bankruptcy
Three dots → on the far right of your screen, for every message template you've created
A new window pops up with Delete / Edit message template options
Close by clicking outside of the Delete / Edit window
Create New button → at the top right of your screen
The Message Template Builder will open where you can create a message templateHERE is the Article that will help you understand how to set up Follow Up message quicker
Notice for all Users who had message templates created before Oct 30th:
Update Template Type for all Initial and Follow up message templates for easier sorting and template management
Follow Up message templates that were used in Follow Up Campaigns have been transferred to the Follow Up Messages tab