Editing Prospecting Letter Templates in Loop

Article Purpose: This article explains how to edit your prospecting letter templates within the Loop platform.

Steps:

1. Access Settings:

   • Log in to your Loop account.
   • Navigate to the top right-hand corner of the screen and click on "Settings."

2. Go to Prospecting Letter Templates:

   • In the settings menu on the left-hand side, locate and click on "Prospecting Letter Templates."

3. Select a Category:

   • You will see a list of categories for your prospecting letters (e.g., New Instructions, Fall Throughs, Reductions, Withdrawals, Slow Movers).
   • Choose the category containing the template you wish to edit.

4. Select a Template:

   • A dropdown menu will appear, displaying the templates within the selected category.
   • Choose the specific template you want to edit.

5. Edit Template:

   • Click the "Edit Template" button located at the bottom of the page.
   • You will now be able to edit the text of the selected letter template.

6. Save Changes:

   • Once you have finished editing the letter, make sure to save your changes. (The location of the save button may vary depending on the Loop interface.)

Key Points:

• You can edit templates for various prospecting letter categories.
• The system allows you to modify the text content of your templates.

Support:

• If you have any questions or require assistance, please contact the Loop support team at support@loop.software.