Understanding Templates

Correspondence with your customer database is core to the Propertybase platform. Through features like Quicksend, Drip Campaigns and Email Campaigns, Propertybase customers can send a variety of correspondence to their customers. Additionally, Propertybase gives users the ability to generate PDFs using their Contact and Listing database. In this article, we will review the different template types in Propertybase, how they are used and how to modify them.

Note: The information below applies to the latest version of Propertybase. Click here to upgrade.

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Viewing Templates

Regardless of template type, or how a template is used, all templates are stored in the Template object. This object can be accessed by following the step below.

  • Click the App Launcher in the top left corner of the screen, then click Templates.

On the next page you'll be presented with all recently viewed templates. However, you will want to change your list view from "Recently Viewed" to "All Templates" as shown in the image below. Doing so will show you all templates currently in your account.

  • In the top left corner, click Recently Viewed and then change the view to All Templates.

Selecting "All Templates" as described above will display all templates currently in your account. There are four different template types in Propertybase: email, listing, pdf and inline. (More information on each template type can be found within the tabs of this article.)

New Propertybase accounts contain these templates by default. However, some accounts will need to manually import missing templates. Sorting templates by type will give you a better overview of which templates you have and which templates you still need to import.

  • To sort templates by type, click "Type" in the second list view column.

For more information on importing templates, click the "Importing Templates" tab at the top of this page.


Editing Templates

To edit a template, follow the steps below.

  • Click the App Launcher in the top left corner of the screen, then click Templates.
  • Select the template that you wish to edit.
  • Click Edit in the top right corner.
  • Modify the code located in the HTML field.

Note: When making extensive changes, it is much easier to copy the HTML out of Propertybase and edit using third-party software. When finished you can copy and paste the code back into Propertybase.

  • When finished, click Save in the bottom right corner.

For more information on importing templates, click the "Importing Templates" tab at the top of this page.

Importing Templates

Templates can be imported by visiting https://update.propertybase.com and following the steps below.

  • Click the blue button to log into the Update Center with your Propertybase account.

Note: If you are working in a Sandbox environment, use the text link located underneath the blue button.

  • When prompted, click Allow.
  • Click the Resources tab located at the top of the page.

On this page you can import different template types, depending on your needs. To import a set of templates, simply click the import link located underneath each template type and click "Execute Update" when prompted.

Note: Importing templates more than once will result in duplicate entries. See the "Viewing & Editing Templates" tab on this page to view your current templates.

For more information on how templates are used by different Propertybase features, click the "How Templates Are Used" tab located at the top of this page.

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How Templates Are Used

As described in the "Viewing & Editing Templates" tab on this page, there are several templates types within Propertybase. In this section, we will discuss how those templates are used in Propertybase and by what features.


Email Templates

Email templates in Propertybase are used by all features that send email correspondence. This includes Quicksend, Drip Campaigns and Email Campaigns. The template type for email templates is "email_template".

Review the table below for an overview of how email templates are used in Propertybase.

Quicksend

  • By default, there are two email templates available to Quicksend.
  • These are named "Branded Template" and "Default Template".
  • Both of these templates can be downloaded from the update page.
  • Use the HTML coding language.
  • "Is Quicksend template" must be checked.

How do I know if "Is Quicksend template" is checked?

  • Click the App Launcher in the top left corner of the screen, then click Templates.
  • Click Branded Template in the list of templates.
  • Scroll down until you see "Is Quicksend template".

Note: If "Is Quicksend template" is NOT checked, then the template WILL NOT be available for use in Quicksend.

Note: If "Is Quicksend template" is NOT checked, then the template WILL NOT be available for use in Quicksend.

For more information regarding Quicksend, click here.

Language: HTML

Drip Campaigns

  • By default, there are two email templates available to Drip Campaigns.
  • These are named "Branded Template" and "Default Template".
  • Both of these templates can be downloaded from the update page.
  • Use the HTML coding language.
  • "Is Quicksend template" must be checked.

How do I know if "Is Quicksend template" is checked?

  • Click the App Launcher in the top left corner of the screen, then click Templates.
  • Click Branded Template in the list of templates.
  • Scroll down until you see "Is Quicksend template".

Note: If "Is Quicksend template" is NOT checked, then the template WILL NOT be available for use in Quicksend.

Note: If "Is Quicksend template" is NOT checked, then the template WILL NOT be available for use in Quicksend.

For more information regarding Drip Campaigns, click here.

Language: HTML

Email Campaigns

  • By default, there are five email templates available to Email Campaigns.
  • The name of these templates all start with "Email Campaign".
  • These templates can be downloaded from the update page.
  • Use the MJML coding language.
  • "IsMjml" must be checked.

How do I know if "IsMjml" is checked?

  • Click the App Launcher in the top left corner of the screen, then click Templates.
  • Click "Email Campaign 1 Column" in the list of templates.
  • Scroll down until you see "IsMjml".

For more information regarding Email Campaigns, click here.

Language: MJML


Listing

Listing templates in Propertybase are used by all features with the ability to insert Listings. This includes Email Campaigns and Quicksend. The template type for listing templates is "listing_template".

For example: If you insert a Listing into an Email Campaign, that Email Campaign will use the specified "email_template" for the email itself, but the Listing within the email with use the selected "listing_template".

Listing templates are built using the HTML coding language. To edit or create a new listing template, follow the steps described in the "Viewing & Editing Templates" tab on this page.


PDF Templates

PDF templates in Propertybase are utilized by any features with the ability to generate a PDF. This includes the following features: Listing Manager, Contact Manager and Quicksend. Before Propertybase generates a PDF a user will be prompted to select the PDF template that should be used.

PDF templates use the HTML coding language. To edit or create a new PDF template, follow the steps described in the "Viewing & Editing Templates" tab on this page.


Inline Templates

Inline templates in Propertybase are utilized by PDF templates. In essence, a PDF template can "pull in" an inline template to display additional information. The only default inline template in Propertybase is the "PDF Logo" template. This template allows you to specify what logo should be displayed when generating PDF templates.

Inline templates use the HTML coding language. To edit or create a new inline template, follow the steps described in the "Viewing & Editing Templates" tab on this page.

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