Marketing & Automations
Configure automated email sequences and manage your marketing templates.
System Overview
This page manages the rules and database templates. The master visual templates (with images and branding) are located in the codebase. Sending a test email from this page will use the full, branded master template.
Email Template Library
Manage the templates used in your automated communications.
Available Master Templates
These templates exist in the code but not in your database. Add them to make them available for automations.
Welcome
Quote Invitation
Booking Confirmation
Job Accepted
Signature Request
Pre Move Reminder
Post Move Followup