Templates: Start Here
Merge Fields
Merge fields let you insert field data from Listing or Contacts into Emails, SMS messages, letters, and newsletters. This is particularly helpful for communicating in bulk with your database, and it also allows the system to send dynamic emails ...
Aro Templates (for letters, emails or SMS)
We have added a range of Email, SMS and Letter templates to the software that you can use free of charge. The Aro templates can be used as is, or you can make your own changes Use an Aro template Navigate to "Setup > Templates" Click on "Aro ...
Delete a template
Once a template has been deleted, this cannot be recovered and is final Instead of deleting templates, why not add a "Trash" folder and simply move your templates to this folder? Navigate to the settings cog in the menu header to go to "Setup > ...
Add a template
Add the template Navigate to "Setup" > "Templates" Select the folder you would like to add a template into. If you do not have any folders, add one by clicking "Add Folder" Click "+ Template" Select the type of template you wish to create At this ...
Template Types
Emails Email templates are sent via the "Send Email" menu or through a workflow. When sent, an email will have your company header automatically added to the top of the email. You can send emails to one or multiple contacts through the use of merge ...
Templates Overview
Communicating with your database is important. The templates module lets you do this as efficiently as possible by setting up your Email, SMS, and Letter templates in one area. Templates can be sent to individual contacts/leads or to a whole group. ...