Creating and Setting Up a Custom Email Templates in Loop

This article will guide you through the process of creating and personalizing your own custom email templates in Loop. Custom templates can be sent at any point, whether as an ad-hoc email or with a document attached.

⚙️ Accessing Email Template Settings

To begin setting up your custom email template, you need to navigate to your settings:

1. Click on your name in the Loop interface.

2. Select Settings from the dropdown menu.

3. In the settings area, look for and click on Email Templates.

✨ Creating a New Custom Template

In the Email Templates section, you'll see the standard templated emails that are triggered by specific actions (e.g., booking a viewing, accepting an offer). To create a new, custom one:

1. Click on the button to create a new template.

2. Name your template in the designated field. Choose a name that makes it easy to identify later.

3. Proceed to the body of the message section.

✍️ Customizing the Email Body

This is where you'll write the content of your custom email.

• Write your message: Type in the main body of your email, such as: "Please find below the memo..."

• Use Placeholders (Merge Tags): Loop uses placeholders (or merge tags/fields) to automatically insert specific data, making your email personalized.

  • Click on the placeholder options to find the data you want to insert.

  • Example 1: To address the recipient, you might select a placeholder like Seller's Name Full.

  • Example 2: To reference the property, you could select the Property Address placeholder.

Tip: Go through the list of placeholders and use them to personalize your template as much as needed.

✅ Saving and Using Your Template

1. Once you have written and customized your template with all the necessary information and placeholders, click the Save button.

2. Your new custom email template will now be available for you to use when sending ad-hoc emails or documents to contacts.

❓ Need Assistance?

If you have any questions about creating or using your custom email templates, please reach out to the support team:

• Email: support@loop.software