E-Mail (Automated E-Mail Templates) Settings

  • Updated

Showcase IDX includes a variety of automated message and customizable templates for the automated e-mails and quick responses generated by our system. These can be found in your IDX Control panel, under the Settings tab > EMAIL

Video Tutorial

You can also find more information and a video tutorial of these instructions!

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Email Settings

If you have Admin level permissions on your account, in Email Settings, you can customize email settings by adding your signature as well as having automated responses sent to your newly registered leads, saved search email subscriptions and even a quick response message!

Customize Using Dynamic Text

You'll notice the `{{...}}` button just below the subject line of the Lead Sign Up Template, Saved Search Template and Quick Response tabs.  This gives you a list of dynamic text that will automatically generate certain text based on which dynamic text field option you choose. 

For instance, the `{{lead_first_name}}` at the beginning of the e-mail body will dynamically update with the first name of the lead who is being sent the e-mail, allowing you to create dynamic form letters for your leads to receive. 

Click on the `{{...}}` to see the full list of options:

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Sending Tab: Email Signature

In the "Sending" tab you have access to the basic customizations of the automated e-mail system: 

- Display Name: the "From" name displayed on automated emails sent to your customers 

- Return Address: when a lead replies to one of the three email templates, the following email address will receive that reply

- Email Signature: email signature added to the bottom of the three email templates 

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Lead Sign Up: New Registered Lead

The "Lead Sign Up Template" is the email that is sent to all your newly registered leads on your website.  While this is customizable, we do provide some great information for your new leads already!

Tip

Click the `{{...}}` to get a list of dynamic text fields, and customize the e-mail that accompanies the saved searches your users subscribe to. 

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Saved Search: Search Subscriptions

The Saved Search Templates gives you the ability to customize the e-mail that accompanies the saved searches your users subscribe to. 

At most, you may consider adding wording such as "Here's your daily listing update!" or "Don't forget to contact me for a showing!" to the template. This text will appear at the top of the search update emails. 

Tip

Click the `{{...}}` to get a list of dynamic text fields, and customize the e-mail that accompanies the saved searches your users subscribe to. 

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Quick Responses Tab

Quick Responses allows you to send automated "quick responses" to users who send you a message or information request through the plugin.  These are best kept short and sweet and are good ways of getting the user into the communication flow when you might otherwise be too busy to contact them back immediately.

You can disable this automatic response by simply turning the toggle switch at the top of the tab to the OFF position. 

Tip

Click the `{{...}}` to get a list of dynamic text fields, and customize the e-mail that accompanies the saved searches your users subscribe to. 

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