Top Producer^® X CRM: Creating and Sending Texting Templates

Streamline your text messaging by creating custom texting templates in Top Producer^® X CRM. Templates you create can be set to auto-populate customer information, saving you time and maximizing your productivity.

Note: Due to legal restrictions, this feature is available to U.S. residents only.

Creating a Texting Template

To create a texting template, follow these steps.

1. Go to Marketing > Template Library > Texting. You will see a list of all available texting templates, organized by category. Click on a template to view the contents.

   

2. If you would like to start with a blank email template, click Add from Scratch.

   

   To use an existing template as a base, open the template viewer by clicking Add from Library. Select the template you would like to use, then click Customize Template. This will create a copy of the template for you to modify.

   

3. Enter a name for your template, select a template category, and the body of the text.

   

4. To enter a merge code, such as customer name, click the Template button . Search in the template list for the merge code you’d like to add, and click to add it to the text.

   

   The merge code will be inserted into the body of the text.

   

   When you later compose a text, the merge code will be automatically replaced with the appropriate information.

   List of Merge Codes

   Here is a list of merge codes you may wish to use:

   Name	Code	Description
   First name	contact.primaryPerson.firstName	The first name of the contact.
   Full name	contact.fullNameFirstNameFirst	The full name of the contact.
   Last name	contact.primaryPerson.firstName	The last name of the contact.
   Spouse first name	contact.secondaryPerson.firstName	The first name of the contact’s spouse.
   Spouse last name	contact.secondaryPerson.firstName	The last name of the contact’s spouse.
   Address	contact.address	The contact’s full address.
   Street address	contact.address.addressLine	The contact’s street address only (i.e. 1234 Main St).
   Agent name	agent.agentName	Your full name.
   Agent first name	agent.firstName	Your first name.
   Agent last name	agent.lastName	Your last name.
   Agent email	agent.agentEmail	Your email address.
   Agent business phone	agent.businessPhone	Your business phone number.
   Agent mobile phone	agent.mobilePhone	Your mobile phone number.
   Agent website	agent.agentWebSite	Your website.
   Office address	agent.agentAddress	Your full office address.
   Company website	agent.companyWebsite	Your company website.
   Office map link	agent.googleMapsLink	A link to your office on Google Maps.

   Note: Agent and office details can updated under Settings > My Information.

5. Once you’re done editing your template, click Save Template.

Congratulations, your template is now ready for use. If you’d like to make any changes, click the template name in the Template Library to open the template for editing.

Sending a Texting Template

To send a texting template, follow these steps.

Note: To send a text message, first connect your mobile number. See Set up Texting for more information.

1. Click the Compose button and select Send Text , or click the Send Text button in the Texts tab of a contact record.

2. Click the Template button to view merge codes and texting templates. Your personal templates will appear at the top. Click the one you wish to apply.

   

3. The template will be automatically applied to the text, and any merge codes will be auto-populated.

   

Edit the text as desired, and click Send Text to send.

Log in to create a texting template.