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How to Customize Email Templates in Realview Hub

Updated this week

Introduction

This guide outlines the process for customizing email templates within the Realview Hub application. By leveraging the intuitive email template designer, you can personalize all notifications sent to your customers, staff, and your business, ensuring they align with your brand identity.

Prerequisites

  • Access to the Realview Hub application.

  • Appropriate user permissions to modify app settings.

Steps

  1. Navigate to Main App Settings: From the Realview Hub dashboard, locate and access the main application settings.

  2. Access Email Templates: Within the settings, find and click on the "Email Template" tab.

  3. Redesign Notifications: Utilize the email template designer to modify the appearance and content of any notification. This allows for comprehensive customization of every email sent.

  4. Utilize Placeholders for Customization: Incorporate placeholders to dynamically populate email content. Each email type includes specific placeholders relevant to its nature. Examples include:

    • Customer Name

    • Appointment Time

    • Appointment Date

    • Service Name

    • Property Address

Tips

  • Pre-designed Templates: Realview Hub provides a selection of pre-designed email templates that you can use as a starting point or for immediate deployment.

  • Branding: The email template designer is built to facilitate branding, allowing businesses to tailor emails to their specific brand identity.

  • User-Friendly Designer: The email template designer is engineered for ease of use, enabling users without extensive development or design knowledge to create professional and stunning email templates.

Conclusion

Customizing your email templates in Realview Hub allows for a professional and branded communication experience. By following these steps, you can effectively manage and personalize all outgoing email notifications.

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