Email and SMS Templates Email Templates What Are Email Templates? Email Templates allow you to create reusable email content that can be used throughout AgentRoof CRM. They help save time by allowing you to create predefined email messages that can be used in Action Plans, manual email communication, and other automation features. Email Templates support customizable subjects, email content, merge fields, images, and file attachments. Access Email Templates From the left-hand menu, Select  Templates . Click Email Templates . The Email Templates page will be displayed. Email Templates are organized into folders for easier management. Understanding Template Folders Templates are stored inside folders. The system includes default folders created by AgentRoof. System Folders System-generated folders: Start with AgentRoof Cannot be edited Cannot be deleted In addition to system folders, you can create your own folders to organize custom templates. View Email Templates Navigate to CRM > Templates > Email Templates . Click the folder containing the template. Locate the desired template. Click View in the Actions column. The template preview will be displayed. Create a Folder Navigate to CRM > Templates > Email Templates . Click Create Folder . Enter the Folder Name. Click Save . The folder will be created successfully. Create an Email Template Email templates can be created inside an existing folder or a newly created folder. Navigate to Templates > Email Templates . Click Add Email Template . The Email Template Editor will open. Enter the template name. Select the folder where the template will be saved. If the required folder does not exist, click Add Folder , create a new folder, and then select it for the template. Enter the email subject. Enter the email body content. Configure any additional template settings as required. Click Save . The Email Template will be created successfully. Configure Template Details Enter the following information: Template Name Folder Name Subject Email Body Customize the Email Body The editor allows you to customize: Font Type Font Size Font Style Text Formatting Alignment Colors Lists Links and other formatting options. Add Images: To insert an image: Click the Image button in the editor toolbar. Insert by URL: Enter the image source URL. Configure image width and height if required. Save the image. Upload an Image: Select the Upload option. Drag and drop the image or browse for the file. Save the image. Preview Email Content While editing the email body: Click View . The email preview will be displayed. Use Merge Fields Merge Fields allow dynamic information to be inserted automatically when the email is sent. Examples include: First Name Contact Name Contact Phone Contact Address Realtor Name Realtor Email When inserted into a template, merge fields appear as placeholders such as: [[name]] The actual lead information will automatically replace the placeholder when the email is delivered. Merge fields can be used in both: Subject Line Email Body Add Attachments: Click Attachment . Drag and drop the desired file or browse for the file. Upload the attachment. The attachment will be included when the email is sent. Save the Template: After completing all required information: Click Save . The Email Template will be created successfully. Edit an Email Template Open the folder containing the template. Locate the desired template. Click Edit . Make the required changes. You can then, Update Existing Template Click  Update to save changes to the current template. Save As New Template Click Save As . Enter a new template name. A new template will be created while preserving the original. Delete an Email Template Open the folder containing the template. Locate the desired template. Click Delete . Confirm the deletion. Important Note Email Templates currently assigned to an Action Plan cannot be deleted. You must first remove the template from the Action Plan before deleting it. Copy an Email Template Open the folder containing the template. Locate the desired template. Click Copy Template . Select the destination folder. Click Copy . A duplicate of the template will be created in the selected folder. The copied template will retain the original template name unless renamed later. Move an Email Template Open the folder containing the template. Locate the desired template. Click Move Template . Select the destination folder. Click Move . The template will be moved successfully. Using Email Templates in Action Plans Email Templates can be used while creating or editing Action Plans. Navigate to Automation > Action Plans . Create a new Action Plan or edit an existing Action Plan. Click Add Action . Select Send Email as the action type. Choose the desired Email Template. Configure the execution timing. Click Save or Update . The selected Email Template will be used when the Action Plan executes the email step. Note: While selecting an Email Template, you can create a new template by clicking the Plus (+) button next to the template selection field. If required, you can also create a new folder while creating the template and then select that folder for the new Email Template. You have successfully learned how to manage Email Templates in AgentRoof CRM. SMS templates What Are SMS Templates? SMS Templates allow you to create reusable text message content that can be used throughout AgentRoof CRM. They help save time by allowing you to create predefined SMS messages that can be used in Action Plans, manual SMS communication, and other automation features. SMS Templates support customizable message content and merge fields for personalized communication. Access SMS Templates From the left-hand menu, select Templates . Click SMS Templates . The SMS Templates page will be displayed. SMS Templates are organized into folders for easier management. Understanding Template Folders Templates are stored inside folders. The system includes default folders created by AgentRoof. System Folders System-generated folders: Start with AgentRoof Cannot be edited Cannot be deleted In addition to system folders, you can create your own folders to organize custom templates. View SMS Templates Navigate to CRM > Templates > SMS Templates . Click the folder containing the template. Locate the desired template. Click View in the Actions column. The template preview will be displayed. Create a Folder Navigate to CRM > Templates > SMS Templates . Click Create Folder . Enter the Folder Name. Click Save . The folder will be created successfully. Create an SMS Template SMS Templates can be created inside an existing folder or a newly created folder. Navigate to Templates > SMS Templates . Click Add SMS Template . The SMS Template Editor will open. Configure Template Details Enter the following information: Template Name Folder Name SMS Message Content Select a Folder Choose the folder where the SMS Template will be stored. If the required folder does not exist: Click Create Folder . Enter the Folder Name. Click Save . Select the newly created folder. Folders help organize templates and simplify template management. Create SMS Content Enter the SMS message content in the template editor. The message entered here will be used whenever the SMS Template is selected in communications or automated workflows. Use Merge Fields Merge Fields allow dynamic information to be inserted automatically when the SMS message is sent. Examples include: First Name Contact Name Contact Address Contact Phone Realtor Name Realtor Email Realtor Phone City When inserted into a template, merge fields appear as placeholders such as: [[name]] The actual lead information will automatically replace the placeholder when the SMS is delivered. Merge fields can be inserted directly into the SMS message content. Save the Template After completing all required information: Click Add Text Template . The SMS Template will be created successfully and displayed in the selected folder. View an SMS Template Navigate to CRM > Templates > SMS Templates . Open the folder containing the template. Locate the desired template. Click View . The template preview will be displayed. Edit an SMS Template Open the folder containing the template. Locate the desired template. Click Edit . Make the required changes. The SMS Template will be updated successfully. You can save your changes in two ways: Update Click Update Text Template to modify the existing template. Note: If the template was originally created by AgentRoof, selecting Update Text Template will transfer its ownership to the realtor. Save As Click Save As to create a separate copy of the template using a new name. Note: The original template will remain unchanged and retain its existing ownership, while the newly created template will be owned by the realtor. Additional Information Note : Changes made to an SMS Template only affect future usage of the template. Previously sent SMS messages are not modified. Delete an SMS Template Open the folder containing the template. Locate the desired template. Click Delete . Confirm the deletion. The SMS Template will be removed successfully. SMS Templates currently assigned to an Action Plan cannot be deleted. You must first remove the template from the Action Plan before deleting it. Copy an SMS Template Open the folder containing the template. Locate the desired template. Click  Copy Template . Select the destination folder. Click  Copy . A duplicate of the template will be created in the selected folder. The copied template will retain the original template name unless renamed later. Note: The original template will remain unchanged and retain its existing ownership. The copied template will be created under the realtor's ownership and can be managed independently. Move an SMS Template Open the folder containing the template. Locate the desired template. Click  Move Template . Select the destination folder. Click  Move . The template will be moved successfully. Note: The template will retain its existing content and configuration. If the template was originally created by AgentRoof, ownership will be transferred to the realtor after it is moved. Using SMS Templates in Action Plans SMS Templates can be used while creating or editing Action Plans. Navigate to Automation > Action Plans . Create a new Action Plan or edit an existing Action Plan. Click Add Action . Select Send Text  as the action type. Choose the desired SMS Template. Configure the execution timing. Click Save or Update . The selected SMS Template will be used when the Action Plan executes the SMS step. Add SMS Templates in Action Plans SMS Templates can be created in an action plan Create a new Action Plan or open an existing Action Plan. Click Add Action . Under Action , select Send Text . In the Template section, click the + icon. Enter the required SMS Template details. Configure the template content as needed. Once all required fields have been completed, save the template. The newly created SMS Template will now be available for use within the Action Plan. Conclusion You have successfully learned how to manage SMS Templates in AgentRoof CRM.