Understanding Templates Follow
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 |
How do I know if "Is Quicksend template" is checked?
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 |
How do I know if "Is Quicksend template" is checked?
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 |
How do I know if "IsMjml" is checked?
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.
Note: Not all listing templates work with all email templates. Always use the campaign preview function to review your email design and layout prior to sending.
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.
Advanced Concepts
On this page we will discuss advanced concepts and best practices related to templates in Propertybase.
Adding Website Links to Templates
As the integration between Propertybase CRM and Websites continues to grow, more and more CRM features are being updated to communicate with websites. The latest feature to receive this treatment are templates. It's now possible, within inline and PDF templates, for listings to include a link to view the listing on your website. The information below will show you exactly how to do that.
Note: This feature is only available to customers with both a Propertybase CRM and Website.
Updating Templates
Within both the "PDF" and "Inline" template type are references to the Listing name. The code for this reference is shown below.
{{listing.name}}
By updating the code snippet above, you can convert that name into a link that goes directly to that property on your website. To do this, update the code to match what is shown below.
{% if listing.pba__listing_website__c %}<a href="{{listing.pba__listing_website__c}}">{% endif %}{{listing.name}}{% if listing.pba__listing_website__c %}</a>{% endif %}
If everything was done correctly, your PDF and inline listing attachements will look like the example below!
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