Email Templates

Posted 5 months ago by SkySlope Support

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SkySlope Support Admin

Created By Gilmourlead

Requester

I send out templated emails via Gmail and it would be nice if they could be stored in Skyslope and sent from Skyslope. For instance, 10 days before we close, I send out a standard "Beware of Wire Fraud" email. We should be able to keep an template in skyslope email that I can send out when I want.

Also each Monday I send out a email that says "Dear client, Today is day xx of your 30 day escrow. Here's what's happening". I would like to save this in my skyslope.

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6 Comments

SkySlope Support posted 5 months ago Admin

Created By Stephanie Luther

Requester

Being able to send templated emails out of SkySlope would be huge!! We currently use a program that has email templates with form fields. When we pull up the template to send from within a transaction, the system will fill-in the names, dates, address, etc, based on the filed information in the transaction. This would be a great SkySlope feature.

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SkySlope Support posted 5 months ago Admin

Created By Prod Squad

Agent

Hi Kelly!

Charleigh from the Product team here at SkySlope. Thank you so much for taking the time to leave this feedback - the additional context is useful for our team! At this time, I do not have an ETA for you but we will be sure to be in touch with any updates! In the meantime, we will continue to monitor this post for additional feedback and upvotes.

Thank you and have a great day!

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SkySlope Support posted 5 months ago Admin

Created By Kelly Johnson

Requester

Any updates on getting this setup? As a listing coordinator it would be nice to have my email templates in Skyslope so I can quickly pull it in, add what I need to, attach documents if needed and hit send without having to copy and paste (which is terrible because it creates weird text blocks). Can we please get this implemented?

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SkySlope Support posted 5 months ago Admin

Created By Prod Squad

Agent

That is good clarification. Thank you!

-Buck

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SkySlope Support posted 5 months ago Admin

Created By Gilmourlead

Requester

I would like to manually send it when the time is right. Not have it automatically go out. I generally have to modify certain things before they go out.

But I know some other people who would like that as an option.

Thanks Buck!

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SkySlope Support posted 5 months ago Admin

Created By Prod Squad

Agent

Hello,

Buck, VP of Product here at SkySlope. Thank you for submitting a feature suggestion!

Is this something you'd expect to send while in SkySlope or can it be automatically triggered based on the examples you mentioned?

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