The Staff Management function allows you to customize any email templates that get sent out through Avesdo. This function is only available from the Developer/Admin Dashboard.
Add new email template: To add a new email template, simply click on + New Template. Give your new template a Label, Subject and Body of the email template before clicking on Save. This email template can then be used by the salesperson or site administrator at a later date.
NOTE: Only plain text can be used and images are not accepted. This is because there is a higher chance the emails will be delayed or not received if rich text or images are used and wording/images could get distorted.
Edit existing email template: To edit an existing email template, simply click on the drop-down arrow for the particular email template that you would like to edit. Click on the pencil icon and edit the Label, Subject and / or Body of the email template before clicking on Save.
Create templates that can be used to populate an Addendum. When adding a Blank Addendum on the Deal Center, the addenda template(s) can be selected by the salesperson or site administrator. The addendum will then be populated with the Addendum Text entered in this section.
To create a new Addendum Template, simply click on + New Template. You can then input the Label and Addendum Text before clicking on Save.
You can also control whether or not a sales rep can alter the pre-filled Addendum Text while adding the addendum on the Deal Center by checking the Sales Rep can alter text option.
Edit any email templates that get automatically sent out through Avesdo.
Convey Executed Purchase Agreement: This email template is used to convey deals and start rescission period.
*IMPORTANT: The {{name}} tag generates the recipient name on the actual email that gets sent out, and the {{link}} tag generates the link to the purchaser / realtor's Avesdo account. The {{name}} and {{link}} tags are required parts of the email body
The {{unit}} tag generates the actual unit number of the particular deal. The {{unit}} tag currently can only be used in the email subject line, and not the email body.
Acknowledgement Required Email: This email template will only be used for Ontario projects.