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Email Templates

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Getting Started - Email Templates

Some emails are their own special rainbow unicorns — one of a kind that can’t be pre-written and sent. But for the ones that aren't... wouldn’t you rather prep them once, and automate them forever?
Click on the cards below to customize the templates to format the most commonly sent emails to be standardized, and automated in other parts of the document.
These can be used as part of a formula and automation, or they can just be ready for you to easily copy and paste whenever the need arises.
Note on formatting - You’ll notice instances of {1} and {2} etc in some of the pre-written email templates. This is to allow the
Coda Format formula
⁠
to work its magic. Watch the linked video, and see for yourself.

Emails
Initial Email
Welcome a new lead to the team
Looking forward to working with you!
Follow-up email
Send when we havent heard from them in a while
...
Appointment reminder email
Remind clients of an upcoming showing or call with the team
...
New Property of Interest
Let clients know there is a new property they might be interested in
...
⁠
Want to print your doc?
This is not the way.
Try clicking the ⋯ next to your doc name or using a keyboard shortcut (
CtrlP
) instead.