Email Templates

How to create an email template.

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How To Create An Email Template

  1. Go to Admin->Email Templates
  2. Click on the Email Templates tab
  3. Click on "New Email Template" - This will bring you to a page where you can create an email template
  4. The template name field is your internal name to remember the email
  5. The content field is where you enter your email. Type in your email in this field the same as if you were making the email in your normal email program.
  6. Eagle provides template tags that can be prefilled by data in your database. These tags are surrounded by curled braces {{ }}. 
    1. To add a tag to your email, place your cursor in the content field where you would like the tag to go
    2. Select the tag you want in the "Add field" dropdown box
    3. Click "Add"
    4. Your tag will now be inserted into the email
    5. Don't remove part of the tag or remove braces, the tag must remain fully intact as it is
How fields work
Fields pull information from different areas of your database. The first word of the field relates to the type of data in your database, and the last part of the field relates to the actual data field.
This table shows the different fields that are available and what that data accesses

Field type

Where the data comes from

Office                                                                  The Admin->Account Settings section  
Agent                                                                  The Admin->Agent Profiles section
Contact (Recipient)                                             The contacts database
Solicitor                                                               In a contact record, you can set the solicitor by going to the "Related contacts" tab 
Contract                                                             The contracts section and all purchases, vendors and solicitors attached to a contract. For more information, see our  contracts help desk article. When you are creating a letter for a contract, make sure to use the tags beginning with the word "Contract" for solicitors, purchasers and vendors.

How To Send An Email Using a Template

  1. Go to Admin->Email Templates
  2. Select the email template you would like to generate a email for
  3. Fill in the tags with data from your database by selecting a contact, property, and who the email is from
  4. If you are generating a email for a contract, select the property first, and then a new box will appear where you can select the contract.
  5. Make any changes you would like to the email
  6. Click Print and a pdf will be generated

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