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Categories Emails Texts
Created by Guest
Created on Apr 30, 2025

Email/text template page where we can create, categorize, view and edit all templates.

It would be very helpful if, in the "select a template," the different categories appeared. You can select a category, and all the email templates for that category appear (i.e., Cobroke emails, retention emails, invite emails, etc.). We can choose from that instead of endlessly scrolling through all the templates. These email templates are very different from the "campaigns". These are emails (and texts) that are sent frequently (sometimes to the same agents and most times to many different individual agents). These are usually for specific events and much more relational than a general campaign.

Jobs To Be Done

Create, categorize, view, and edit template emails all in one place. Recruiters and admins would both benefit from this function. This would be a time saver and help us to avoid sending the wrong email template by mistake

Pain

The current system is time-consuming. We can't create a variety of template emails all at once. Also, we can't "label" a template in the background (ie, cobroke email #1, #2, or retention email #1, #2, etc ). When the template is created with the subject line title we wrote (ie, Congrats on your listing, etc), these can look very similar and be hard to distinguish without inserting the email template to see the body of the email, only to find out it isn't the one you were looking for.

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    • Admin
      Brokerkit Product Management
      May 1, 2025

      Kim,

      Thanks for submitting this idea! We moved this idea to the status of Future Consideration to see what type of additional interest it gets in terms of votes from our user community. We use the votes to help prioritize our product roadmap using a community-driven product development approach.

      Have a great day!

      Brokerkit Product Team