Message Templates

The Message Templates view enables you to edit the template text of various email types that the Market Leader system sends. Message templates provide pre-written text for you to use in new email messages that you send to contacts. You can use the ones provided by the system as-is or edit them to meet your needs. In addition, you can create your own custom templates. When you create a new email or reply to an email, the Compose Message view provides a drop-down list of message templates from which to choose.

To manage message templates, you have the following choices.

The following procedures assume you are already logged into the Market Leader Admin user interface.

Edit Existing Template

  1. In the navigation list, click Email.
  2. Under the Email tab, click Message Templates.

    For lenders, click Welcome Email. It is the only message template for the lender role.

  3. In the drop down list that says Select a message, select an existing message name.

    The Admin tool displays the current contents of the message template.

  4. To change the template contents, click the Edit button.

    The view displays editable fields for the template name, subject, and message text.

  5. Apply your changes to any of the template fields.
  6. When you are finished editing the template, click the Save button.

Add New Message Template

  1. In the navigation list, click Email.
  2. Under the Email tab, click Message Templates.
  3. Click the New Message Template button.
  4. In the Template input field, type a name for the template.

    This name is only used internally by you to recognize and choose the template in Market Leader.

  5. Specify a Subject for the template.

    The Subject appears on the subject line of the email.

  6. In the Message text area, type the template message.

    The template message is the body of the email.

  7. Click the Save button.