Versions Compared


  • This line was added.
  • This line was removed.
  • Formatting was changed.
Comment: updated instructions
Zen Section

What is Email Quick Text?

Email Quick Text are pre-built message templates that you can create in advance, so you’ll be able to respond to your contacts more quickly and efficiently.  If you find that you are writing the same thing to your clients over and over, instead of rewriting an email, or copying and pasting from one email to another, you can save that information as a quick text to insert it directly into your email compose form. 

Click Here to see our favorite email templates.

To access the Email Quick Text:

From the Profile Admin Drop-down Menu

, select Email Settings

.Click on

from your Admin menu. Then click Email Quick Text


on the list on the left.

  • You’ll now be on the Email Quick Text page. Here you’ll be able to:
    1. Create a new Email Quick Text
    2. Edit saved Email Quick Text’s
  • Here you can create new Quick Text templates, or edit existing ones.

    Creating a New Email Quick Text

    From the Email Quick Text home page:

    Click the To create a new template, click the Create New button.

    Image RemovedImage Added

    Give your template a title. This title will not appear in the message.
    Image RemovedTo make your templates appear at the top of your list, simply add a few spaces before the title.

    Image Added

    Enter and edit your text using the formatting toolbar to make sure it looks the way you want it to. When you , then click Save you'll be returned to the Email Quick Text home page.Click on the drop down menu to find your saved template.

    (lightbulb) Pro Tip: When creating quick text, save your template with contact mail merge variables so they include a personalized salutation. Learn more

    Edit Saved Email Quick Text

    In addition to the Email Quick Text templates you create, there are some pre-saved templates to get you started. These templates are:

    • Address of Homes for Sale
    • Contact Already Has an Agent
    • Home Information You Requested
    • Why Get Pre-Approved
    • Why Listing Alerts are So Important

    To view, edit, or remove a saved template:

    Select an Email Quick Text

    , select a template from the drop down menu.

    Image RemovedYou will be able to

    Image Added

    Now you can edit and format the existing text.

    You have the option to

    You can also delete the template here as well, just click the Delete button.

    Once you have made your changes, click Save.

    Image Removed

    Image Added

    How to use an Email Quick Text

    To use a saved Email Quick Text:

    Click on the Envelope Icon in the upper right corner of your system.
    Image RemovedClick on the Compose Email button.
    Image RemovedIn the formatting bar click the

    When composing a new email, simply expand the drop down for Email Quick Text and you'll see a list of

    all available

    your saved templates.

    Image RemovedClick on the name of the

    Then click the template you


    'd like to use.

    Image Added

    The text will be inserted into the

    compose window

    email; you may have to clean up some extra spaces or formatting.

    Image Modified

  • Continue typing, or adding more quick text templates to build an email until your message is complete.
  • Add your contacts

    Now you just need to add recipients and a subject, and then click the Send Now button.

    Additional Helpful Tips

    • There is a 2,000 character limit per Email Quick Text.
    • There is a 20,000 character limit per email

    Additional Resources:

    SEO Meta Description
    Review step-by-step written instructions on how to create, edit, and use Email Quick Text.