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Create Communication Templates

In this article, you will learn how to create and save email templates in Perchwell so you can quickly reuse approved messaging when you invite clients, send reports, or contact listing agents.

What email templates are used for

Email templates help you send consistent messages without rewriting the same email each time.

Create templates to:

  • Invite clients to Perchwell

  • Send report emails (CMA, itinerary, or listing)

  • Email a listing agent

Email template creation

Create templates from Settings so they are ready to use when you send emails.

Steps:

  1. Open Settings

  2. Click Email Copy Templates

  3. In Invited Clients, click + Add Template

  4. Enter a template name and write your message in the body field

  5. Click Save

After you save a template, it appears as an option the next time you invite a client.

Example template for inviting clients

Use these examples as a starting point, then update the wording to match your tone and process.

First message template (initial invite)

šŸ’” Great for when you're inviting clients to Perchwell for the first time.

ā†’ Hey, [name]!
ā€‹

This is Perchwell, the tool I'll be using to help you find your perfect home! I will send a follow-up email shortly to help you get started. For now, please create your password using the link provided here either in a mobile or desktop web browser.

Email Signatures

Add a personalized signature to your outgoing emails.

Steps:

  1. Open Settings

  2. Select Signature in the left panel

  3. Use the editor to create your email signature

  4. Click Save

Your signature will now appear automatically at the bottom of any email sent using that template.

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