Video Tutorial:
User Guide:
Access the Template Builder
- Go to Campaigns and then Templates.
- Click the green plus button to create a new template.
Choose a Starting Point
You can either:
- Select one of the pre-made templates, or
- Start fresh by choosing Blank Template
If you choose a blank template, you will be prompted to name it.
For example, enter Market Update Template and click Save.
A blank canvas will open, containing only the footer.
Adding Your Logo
- Choose Logo Banner from the left panel.
- Drag and drop it into the template.
- Position it where you want your logo to appear.
Adding a Fact Sheet or Lead Section
- Go back to the menu on the left.
- Expand the Lead section.
- Drag the Fact Sheet into your template.
This helps introduce key information or highlight a message for readers.
Adding Introductory Text
- Drag a Text block into the template.
- Use this space to give an overview of what the email will cover.
Adding Your Agent Contact Card
- Drag the Agent Contact Card into the layout.
- This ensures subscribers can easily see who the email is from and how to contact you.
Adding a Title for the Email
- Drag a Title block into the template.
- Add a heading such as Market Update to clearly identify the purpose of the email.
Adding Market Details or Sub-headings
You can add additional titles and text to introduce:
- Recent market figures
- Market commentary
- Local insights
To do this, simply drag in another Title block and a Text block as per above.
Adding Property Cards
For a clean layout:
- Go back to the menu on the left.
- Expand the Property options.
- Select Multiple Column Property to showcase three or more listings.
- Drag it into your template.
This allows you to display properties neatly in a multi-column format.
Adding a Suburb Profile or Call to Action (CTA)
- Collapse the property section on the left and expand Lead.
- Drag in a CTA block.
- Scroll down to choose an option such as Suburb Report.
- Click Save.
A strong CTA encourages subscribers to click for more information.
Reorder Your Layout
If you want to adjust the flow of your template:
- Click any section on the right side.
- Drag and move it up or down.
This lets you rearrange items like your contact card, intro, properties or CTA to suit your preferred layout.
Final Review
Your template may include:
- A logo
- Fact Sheet
- Intro text
- Title
- Market information
- Property cards
- A suburb profile or CTA
You can continue adding or adjusting elements using the left-hand panel.
Need Help?
If you would like assistance creating a custom template, contact: