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HOW TO ADD TEMPLATES
 
VIDEOS IN THIS CLASS
Introductory Training

CLASS RESOURCES

Adobe Reader Workflow Guidebook (PDF)

CLASS DESCRIPTION

 
This training block will show how to quickly Search/Filter the list of templates, as well as adding new templates for Emails, SMS and Twitter messages.  We will discuss the toolbar buttons to properly format the message, add photos, attachments, links as well as BombBomb videos.
 
After watching these videos you should be able to quickly setup basic templates for automated messages that can be used "on-the-fly" or in workflow actions. 

ADDITIONAL RESOURCES

Help Links

Day 17 - Templates

Day 18 - Signatures, Headers & Footers

Day 27 - Automated Emails

Day 28 - Seller Report Workflow

201: How to setup Signatures for templates

201: Creating Templates

Template editor & merge fields

YouTube Links

 
Creating Templates

Creating Workflow / Template Packages

Seller Reports using Workflows and Templates

Setting up Signatures for Templates (New)

Setting up BombBomb Integration

5 Ways To Get Results With BombBomb Video Email

PRESENTED BY

mark_100.jpgMark Stepp (LinkedIn, Twitter) is the Chief Innovation Officer, Lead Architect of the Realvolve Workflow System, Relationship Scoring and Predictive Revenue Engine.  He has over 26 years background in Software Engineering, Design & Development in the real estate, lending, title, escrow and insurance industries. He teaches and hosts webinars and training classes to Realvolve customers on all aspects of CRM, Listing & Transaction Management, Workflow development and much more.

About Realvolve

Realvolve is the new standard for real estate technology. Our software-as-a-service blends elegant design, emerging technologies, and practical, thoughtful features. Real estate is all about people. Realvolve keeps you connected.

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