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Set Up Instructions: Custom Email Templates

Learn how to create custom email templates to send from the LeaseHawk CRM.

Last Update:
September 5, 2019
CRM
Implementation

Custom Email Templates for the LeaseHawk CRM

LeaseHawk can create custom email templates within the CRM that can be used to quickly communicate with your prospects and residents. You can include attachments such as community photos, floor plans, leasing documents, and PDFs to be sent with the customized message.

Please follow the steps below to request your custom email templates:

Step 1 - Download Form
Step 2 - Fill out the form by following the instructions below
  • Populate the template name, subject of the email and the verbiage you want in the body of the email. You can create custom templates for prospects and residents so any subject can be answered with a quick response!
  • Body of email should contain plain text only, no pictures. Place hyperlinks at the very bottom.
  • To auto-populate prospect and agent names, use custom fields containing double brackets. See example on the form.
  • Be sure to fill out a separate tab on the spreadsheet for each property that would like to have custom templates added in the CRM.
  • Return the completed spreadsheet, including any attachments or pictures you'd like to add, to your LeaseHawk Implementation Manager, Client Manager, or by emailing support@leasehawk.com.