How to Use Your Custom Email Templates in Loop

Modified on Mon, 3 Nov at 12:29 PM

Once you have created your personalized custom email templates, you can use them to quickly send professional communications from various points within Loop.

? Sending an Ad-Hoc Email Using a Custom Template

The following example demonstrates how to send an email from a property sale, such as emailing a memorandum of sale to solicitors, but the process is similar across the platform.

1. Access the Email Function

Navigate to the area where you want to send the email (e.g., a specific Sale screen).

At the top of the screen, look for the option to send an ad hoc email.

2. Select Recipients

In the ad-hoc email section:

Review the contact details available for that specific sale or property.
Select the people you want to send the email to (e.g., the Seller Solicitor, the Seller).
Click Next to proceed to the composition screen.

3. Apply the Custom Template

On the email composition screen:

You will see the standard ad-hoc email composition area.
Look for the option to apply a custom template.
Select your desired custom template from the list.

4. Review and Send

Once the custom template is applied:

The content of your email will automatically populate, using the placeholders to fill in personalized data (like names and addresses).
Action: You may need to update the subject line of the email, as the template may not automatically set it.
When the email is ready, click the Send button to dispatch the custom email.

❓ Get Support

If you have any questions or need further assistance with using custom templates, please contact the support team:

Email: support@loop.software