Communication Templates

Create and Use

Communication Templates

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Goals

What and Why

How

Text Templates

HTML Templates

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Goals

Aptly Communication templates

Understand what a Communication Template is.

Use a Communication Template from the Template Gallery.

Create a Communication Template for an auto-responder using Merge Fields.

Learn how to navigate the HTML Editor

<Section 01>

What are Communication Templates and Why Should I Use Them?

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Communication templates = Saved time

Communication Templates save you time by giving you less to do, but you also get more done. Having a Communication Template created for frequent responses to commonly asked questions or as automated emails will allow you to focus on what's important.

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What is a communication template?

A Communication Template is a pre-defined message sent via email or SMS to a contact (or multiple contacts) from Aptly which can be sent manually or through an automation.

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Why Should I use a Communication Template?

You can use Communication Templates for common responses to your company's frequently asked questions. You can also use a communication template to move a specific process along. The next slide gives you 3 different scenarios where you can use a Communication Template.

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Scenarios

Click on each picture below to read about different ways you can use Communication Templates.

<Section 02>

How do I use a Communication Template?

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How to Manually use a communication Template

Aptly comes with Communication Templates ready for you to use right away. To access them, check out the Communication Template Library from your Message Composer Window. Click on Insert Reply to see the available Templates. You can also access all Communication Templates from the side navigation bar. Click on the icon that looks like a notebook.

Expand the video to fullscreen by clicking on the icon with 4 outward pointing arrows. There is no audio.

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Use a Communication Template

Using a communication template can speed up your process when you're responding to commonly asked questions or commonly used processes. 💡 You can also send an email from a Board. Locate a card and click on the paper airplane icon to send an Email or SMS or make a phone call. Click on the GIF to the right to learn how to use a Communication Template for a single email.

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Scenario 2: Process

Scenario 3: Bulk

Scenario 1: FAQs

A prospective tenant fills out an inquiry form and sends it off. What next? Do you write a new email for each new prospect? Communication Templates work in conjunction with Inbox Rules to automate the process.

You want to have a monthly ice cream social with one of your apartment complexes! Make a template so that you can easily send it out every month without forgetting!

Remember that first scenario where a prospective tenant asked about application requirements. Click on the image above to see how to use a communication template to save time replying to similar questions.

<Section 03>

Create a Communication Template

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Create your own template with merge fields

In this activity, we will create a simple template for an out-of-office response that we will later use in this course. We will be setting up an Inbox Rule for incoming messages in the event that you're out of the office for an extended period of time. Click on the +INFO button for each step. Follow along in your Aptly account.

How to create a template

Follow the steps below to create your out-of-office template.

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Add Details

Step 1

Template Library

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Merge Fields

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Ready to Send

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Template ideas

• Introduction Email
• Company Information
• Troubleshooting Guides
• Monthly/Weekly Company-Hosted Events
• Out of Office

<section 04>

Create a Communication Template using the HTML Editor

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USING THE HTML EDITOR

The image below is an interactive guide. Click on the 2 arrows to expand it to a full screen.

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Related Articles

Configure Topics

Email Auto-Responders

Inbox Rules

Completed!

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