What are 1 click templates and what are they used for?

These templates are used with the Generate Newsletter function and are designed to streamline email creation through automated sections, reducing the workload for you and your team. Once set up, a template can automatically populate properties and articles based on predefined settings outlined in this article. The primary purpose of 1 Click Templates is to significantly reduce the time required to prepare and set up newsletters.

How to get started:

To begin, hover over Campaigns and then select templates. This will bring up the Template List page which will hold your templates.

This is what the template page looks like:

Selecting your template:

Select your chosen template that you would like to implement the 1 click feature into. Once chosen and opened you will be able to use the following sections. Any template can be used for 1 click.

Setting up 1 click:

There are 3 different sections that can be turned on in the template to then be used when generating the newsletter. These sections are:

Text Sections
Property Sections
Article Sections

Text Sections:

To turn on the Text 1 click function, hover over the text section and the following option called AI settings will appear. To edit the settings, click the box and it will open various options to allow you to customise what will be generated. The options are as follows:

Display Personalisation - Will use the subscribers name and be more personalised to the subscriber. E.g. Hi [Subscriber First Name].

Display sign off and which signoff you will use - When ending the text, there will be a sign off which you can change to suit the purpose of the email. Whether that be a single agent, team or the office.

What is the purpose/focus of the newsletter - This can be used to change the style of the text. It will change the focus to be more specified to match this criteria. E.g. If you select property management, it will change the wording to be for land lords.

The word limit of the text - This will determine how many words will be used in this text box.

and the frequency of sending - This will change the phrasing of words in the text box to match the frequency. If you send monthly, the text will reflect that and tend to use words like this month, etc.

Then Click save to implement these settings.

To turn on this section, click the button and it will become green meaning that it is active.

Property Sections:

To turn on the Property 1 click function, hover over the Property section and the following option called AI settings will appear. To edit the settings, click the box and it will open various options to allow you to customise what will be generated. The options are as follows:

You can decide which type of properties you would like to have automatically added to the section. This may vary from the type of property card that you are using. The following options are available:
- Current Listings - Will show listings that are current regardless of price.
- Feature Property - Used to highlight a single current property, usually the most expensive listing.
- Feature Sold - Used to highlight a single Sold property.
- Spotlight - To show the most recent properties within the last month. If there are no new properties within the last month then it will not add any new properties.
- New to the Market - Will select the most recent current properties regardless of price and exclude properties that have been in the system for a while.
- Upcoming Auctions - Selects those marked for Auction and will include the time for auction. This is if the auction time is attached to the property when it comes through the CRM integration.
- Price Update - Any Properties that have had changes in prices within the last 2 months.
- Inspections - Selects properties that have open times and will order them from earliest to latest times and days.
- Sold - Will use only sold properties.
- Feature Rental - Will select only one rental when adding properties.
- Current rentals - Selects multiple rentals.
Then you will be able to select which suburbs you would like to target

Next you can choose which agents properties will be used when the email is generated. This can be used to specify which properties you would like to have added.

Lastly is the import profile which will affect how the properties will appear when added.
- Default will show the basic look and style with the current price but no extra features.
- Open will show the Open home times and the current price.
- Rental will pull through any rental information and pricing.
- Sold will add the Sold price (If added in the CRM) or mark the property as Sold.

When you have selected the settings that you would like to have, Click the save button.

You will also need to mark it as active by clicking the box and turning the settings on. It will appear green when you have done that.

Article Sections:

To turn on the Article 1 click function, hover over the Property section and the following option called AI settings will appear. To edit the settings, click the box and it will open various options to allow you to customise what will be generated. The options are as follows:

When the AI Settings box is clicked, you will be brought to this pop up.

You will then be able to select how many articles you would like included in your email.

Then you can choose which category or type of article that you would like to see in your email. Each one corresponds to a type of article type and multiple can be selected to use.
- If you would like to see your own blog/articles from your website or another webpage, please notify the iRealty support team and we will look into adding those feeds into your account. When added, these can usually be found under Personalised Feeds.