to create a new template.Open a Template for Editing - select the template you wish to edit and click the 'Open Template' button
to open an existing template for editing.Creating and editing email templates and newsletters involves working with RealAgent Accelerator's Template Editor. The editor allows you to create your template's text and format it the way you'd like, as well as insert dynamic fields such as client name, brokerage name, etc. that allow you to customize the template when it is sent or printed.
The process for creating a template is essentially the same for either an email, newsletter, or a paper-based letter. Some fields may or may not be applicable for letters (eg., 'Email Subject'), but the process is the same - create text, insert data fields, and print or send.
1. You can open the Template Editor by either creating a new template, or by editing an existing one:
Create a New Template - click
the 'New Template' button
to create a new template.
Open a Template for Editing
- select the template you wish to edit and click the 'Open Template' button
to open an existing template for editing.
The Template Editor opens:
2. Compose your template with text that you want your client to see in an email, newsletter, or letter.
Format your template by highlighting a piece of text and clicking one of the format buttons on the template toolbar:
You can also format your text using the commands available on the template menu:
3. Insert data fields if you desire the template to be auto-populated when it is printed or sent via email.
Click the template text to place the cursor where you want to insert the data field.
Click the Insert menu and choose either 'Client Data', 'Agent / Brokerage Data', 'Custom Fields', or 'Current Date'. Choose the type of data you want to insert and it is placed in the template's text pane as bracketed ([ ]) text.
You can also 'All Data Fields' or
click the 'Insert Multiple Data Fields' button 
to display the 'Insert Multiple Data Fields' screen:
You can now select and drag data fields into the template's text pane directly.
4. Send the template to your clients via email, or print it.
Click OK to save the Template, and Print or Email the template.
You can test sending the email by
clicking the 'Send Test Email' button 
More information: