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Note

There are various key points to be aware of when adding, editing and deploying updated email templates

Before requesting access, please read this article carefully to ensure you are aware of what is involved in order to successfully manage and edit email templates in AgencyCloudReapit

This guide covers:

Table of Contents
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Editing an existing template

1. Access menu option 

To get access to this option, contact Reapit Support, as outlined above

From main menu

, click office/name:

:

  • Click user name/office top left of main menu

  • Click Tools


Select

  • and select Manage Letter/E-mail templates

Image Modified

2. Download templates using the Deployment Explorer

This screen gives access to download/upload all your HTML files 

  • The Change folder menu shows which set of templates is being displayed, ensure you are viewing the E-mail templates folder, as shown right

  • Select the required HTML template and click Download

    Templates need to be downloaded to a local machine and edited via a source code editor, such as Notepad++ (https://notepad-plus-plus.org/downloads/)

Image Modified

3. Letter Template Editor

It is recommended to have the Letter Template Editor open alongside your email template in order to drag and drop any required merge codes into it

InfoEmail

- email templates cannot be accessed or edited within the Letter Template Editor

Open

To open the Letter Template

Editor (see notes below in 3a) Expandtitle3a.

Editor:

  • From main menu, click Name/Office (top left)

  • Click Tools and select Letter Template Editor

    LTE menu option.pngImage Added
Info

If you

don't

do not have access to the Letter Template Editor

, as shown below, contact Reapit Support via a Standard Configuration Request
OR if you can access

but you do have access to the Setup Negotiators screen, you can set up access to

the Letter Template Editor yourself, as outlined here (in section 2a)

From main menu, click office/name:

Click Tools and select Letter Template Editor
Image Removed

In section 1

it yourself - for more information, see Knowledge Base Guide: Add a new user, remove a user and transfer data between users

If you don’t have access to the Setup Negotiators screen, contact Reapit Support

From Letter Template Editor:

  • In section 1 (on left), select Create a new template and click Proceed
    A new, blank template will be opened to the right

Image Removed
  • LTE - create template.pngImage Added

  • In section 2 (on left), use the expandable categories to find the required merge codes, then drag and drop the code onto the blank word document

(as shown above)title

  • Copy the code and paste into the required location on the HTML template

Note

Delimiters (i.e. %) must be entered in the HTML template at the beginning and end of every code taken from the Letter Template Editor, otherwise they will not be recognised

For example:

Incorrect: Image Modified

Correct:    Image Modified

If using Notepad++ as your source code editor, they are highlighted as shown above

For further detail, click More information below

Expand

More information

-

  • Merge codes in emails use the delimiters <% and %> (similar to ASP)
    They will vary depending on where the email is being sent from in Reapit

Agency Cloud


  • For example, data specific to applicants or properties sent in match emails should start with either Applicant. or Property.
    Appointment specific data sent in appointment confirmation emails should start with Entry

-

  • Merge codes can be used to print text
    For example, the property address as a main heading
    Code: <h1><%Property.Address.FullAddress%></h1>
    Result: 1 Long Street, Anytown, AB1 1YZ

-

  • Merge codes can be used as attribute values in HTML tags
    For example, the property URL
    Code: <a href='<%Property.URL%>'>View Online</a>
    Result: View Online

Where a merge code is used as an HTML attribute value, it should be surrounded by single quotes to allowing easy previewing in a browser while you edit the template

4. Uploading & deploying edited email templates (existing templates)

  • When complete, edited files should be uploaded and should overwrite the existing version
    This avoids duplication and impact on storage

  • Backups are created for every upload made (by you/Reapit) - therefore, if issues arise due to the upload of edited templates, they can be rolled back

Tip

While you are able to access the backed up HTML files, retrieving them should involve attention from Reapit to ensure the correct filename is used (as they are amended when backed up) and the correct retrieval method is used

Adding a new email template

1. Open Deployment Explorer window

  • Follow step 1 in the previous section

  • The Deployment Explorer window (shown in step 2 in the previous section) will be displayed

  • Open an existing blank email template

- see 1aImage Removed ExpandtitleThe above

1a. Blank HTML files

The following blank files should be available to you, if not, contact Reapit Support

via this form

to request these

Image Added

2. Create new template

  • Add the narrative/content as required

  • See step 3 of the previous section for information on using the Letter Template Editor for required merge codes for your new template

Note

Delimiters (i.e. %) must be entered in the HTML template at the beginning and end of every code taken from the Letter Template Editor, otherwise they will not be recognised

For example:

Incorrect: Image Modified

Correct:    Image Modified

If using Notepad++ as your source code editor, they are highlighted as shown above

For further detail, click More information below

Expandtitle

More information

-

  • Merge codes in emails use the delimiters <% and %> (similar to ASP)
    They will vary depending on where the email is being sent from in Reapit

Agency Cloud


  • For example, data specific to applicants or properties sent in match emails should start with either Applicant. or Property.
    Appointment specific data sent in appointment confirmation emails should start with Entry

-

  • Merge codes can be used to print text
    For example, the property address as a main heading
    Code: <h1><%Property.Address.FullAddress%></h1>
    Result: 1 Long Street, Anytown, AB1 1YZ

-

  • Merge codes can be used as attribute values in HTML tags
    For example, the property URL
    Code: <a href='<%Property.URL%>'>View Online</a>
    Result: View Online

Where a merge code is used as an HTML attribute value, it should be surrounded by single quotes to allowing easy previewing in a browser while you edit the template

3. Save new template

  • Rename the file as to how you want it to appear to your users

  • Add in a prefix to tell Reapit

Agency Cloud

  • where this is generated from, and what recipient email address(es) to pull into Outlook - use the Email template file names section below to do this

4. Upload new template & test

In the Deployment Explorer window:

  • Click Upload 

  • Test the template by opening it within Reapit

Agency Cloud


  • As outlined in the Email template file names guide below (Openedfrom section)

Email template file names

...

The following is a list of email templates grouped by type, including their file name and where they are opened from within AgencyCloudReapit

Expand
titleMatching

Email

File name

Opened from

Notes

Property to applicant match

Sale & Let: pMatch

Sale: pSaleMatch

Let: pLetMatch

Property > Match > Email

OR

Right-click Match button > Hand Match

Add Personalised to the end of the file name to send an individual email to each applicant

For example:
pSaleMatchPersonalised.htm

Using a personalised template sends an individual email to each applicant (rather than one with all applicants in the BCC field)

This allows applicant specific data to be merged, such as their salutation

Applicant to property match

Sale & Let: prp

Sale: prpSale

Let: prpLet

Applicant > Match > Reports > Email

OR

Property report > Email


Email particulars

Sale: hSaleMatch

Let: hLetMatch

Right-click Match button (applicant or property > Email particulars

No template for both sales and lettings/rentals

Predefined details

Sale & Let: prpDet

Sale: prpSaleDet

Let: prpLetDet

Property > Details > Email > Email to applicant = No


Collated match

Sale: saleCollate

Let: letCollate

Tools > Print collated matches > Collated match reports > Email

No template for both sales and lettings/rentals

No matches found

noMatch

Applicant > Match > Letter > Email

Used when applicant does not match to any properties

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Note

Need more assistance? No problem! Just log a ticket on the Reapit Service Desk Portal at https://reapitsupport.refined.site/ and a member of our Support Team will be happy to help

Excerpt
hiddentrue

A Reapit key contact can request access to upload/download HTML email templates in order to edit them or create new

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