Note: Depending on your organization, you may not have the "Add Template" button in your emails menu.


Email campaigns are a great way to keep leads and contacts updated with new listings or to send them holiday or birthday emails.


You can create templates to use for an email campaign and customize them.


Navigate to "Email Marketing" -> "Emails" on your navigation pane to create an email template.









To start, click “Add Template” near the top.


From here, you can pick a name, subject, and thumbnail for the email. In the body you can compose any email you want.


To personalize your email, click “Insert,” followed by “Template,” then pick the template you want to use.


When you find the one you want, click “Ok” to add it to the email.


This will make sure that no matter who the email goes to, it can greet them by their name.