Email Template Default Settings

Email Template Default Settings

In this section, you may select your preferred Email Templates for initial results, new or changed results, and zero-match results. You can modify saved email notification templates from this page as well.

  1. Select Settings from the Settings and Sign-Out menu from the upper right hand corner of the navigation menu bar.
  2. Click on the Email Template Defaults link under My Defaults and the page below will be displayed.
  3. If you want to change your saved email templates, click the link that says Click here to create or modify your email templates. 
  4. From the drop-down menus you are able to set your saved templates to notify clients of prospecting search results.
  5. When finished, click Save.

    • Related Articles

    • My Defaults Settings

      In this section of Settings, you can change your personal default settings for Prospecting defaults, Search & Report defaults, and Client Portal defaults. Prospecting Defaults: Specify key settings that will be used each time you create a prospect ...

    • Default Setting Options in connectBLC

      In this section of your Settings page, you can change your personal default settings for Prospecting defaults, Search & Report defaults, and Client Portal defaults. Prospecting Defaults: Specify key settings that will be used each time you create a ...

    • How Do I: Create My Own Email Templates?

      1. Open Settings from your personal profile menu. 2. Open "Email template defaults" from the "My Defaults" section of the page. 3. Access your email templates via the "Click here to create or modify your email templates" link. 4. Create templates ...

    • Prospecting Default Settings

      When prospecting searches are created with specific details for clients, you can specify key settings from this page which will be used each time you create a prospect search. The settings here can be overridden when you create or change individual ...

    • Search & Report Default Settings

      From this page, you can specify key settings that will be used each time you search for and view property listings. On this page, you can also determine what information will be displayed on each listing report that you generate. Number of properties ...