Quicksend Migration Guide

In Propertybase v1.440 we made significant changes to how Listings are attached to emails in Quicksend. This article will cover those changes and how to migrate existing templates to the new format.

Note: You can safely ignore this article if any of the following are true:

  • You have completed the Propertybase classic to lightning migration.
  • Your Propertybase account was created on or after May 11th, 2017.

Installation Guide

To upgrade to the new Quicksend, follow the steps below.

1. Upgrade to Version 1.440 (or higher)

To use the new Quicksend templates, you must be on Propertybase version 1.440 or higher. Click here to upgrade.

2. Verify Template Object Values

Please verify that the Template object your Propertybase account features the template type "listing_template". 

  • To do so, click the gear icon in the top right of the screen, then click Setup.
  • Click Object Manager at the top of the screen.
  • Scroll down and click Template.
  • Click Fields & Relationships in the left menu.
  • Scroll down and click Type.
  • Underneath Values, verify that "listing_template" is listed.
  • If you don't see "listing_template", add it by clicking New.

3. Import New Quicksend Templates

Lastly, import the new Quicksend templates here:

https://update.propertybase.com/scripts/import_quicksend_templates

  • When prompted, click Execute Update.

Migrating Existing Templates

Follow the steps below to migrate existing email templates to the new Quicksend format.

  • Clone an existing listing template.
  • Transfer the listing field set from one of your existing templates to the new one.
  • Update any field names that reference the listing object. (See below.)

Deprecated listing references:

{{listing[0].pba__address_pb__c}}
{{listings.pba__address_pb__c}}
{{listing.pba__address_pb__c}}

Listing fields are now accessed directly. For example:

{{pba__address_pb__c}}

Note: Do not use for loops to loop through multiple listings. Inline listings are rendered sequentially by applying the same template to each listing object. The only exception is looping through the media object to display multiple images from a single listing.

Migrating Existing Layouts

You can migrate your existing layouts to work with the new Quicksend, however we don't recommend it. See the FAQs tab for more information. Follow the steps below to migrate existing layouts.

  • Clone an existing layout.
  • Make sure the {{SNIPPET.content}} tag is included into your email template.
  • Save the new layout with a unique name.

Note: After you have migrated existing layouts (if any), you must archive all deprecated templates so that they do not appear in the new Quicksend.


Archiving Deprecated Templates

  • Open a deprecated template and click Edit.
  • Scroll down to Type and select html_template.
  • Click Save.

Frequently Asked Questions

Can I still use my old email templates with the new inline listings?

Yes, but we don't recommend it. Included in the new templates are two easily customizable layouts: Default and Branded. We highly recommend using these templates to ensure consistent rendering across all email clients. You can easily update the branded layout with your corporate identity. Click here to learn more about customzing templates.

Do I need to migrate my PDF templates?

Yes. Please review the following checklist to ensure your existing PDF templates are compatible:

  • You can only use existing templates that render listings. (We currently do not support a generic PDF generation for cover letters, etc.)
  • Make sure to exclude any {{SNIPPET.content}} tag that renders email content into your PDF. Otherwise your PDF layout may display incorrectly or include duplicated listings due to inline listings that are rendered into your PDF template.
  • Make sure to adjust the field references. See "Migrating Existing Templates" tab on this page.

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