Sisu automated emails keep your team, client, and your partners in the loop on key transaction updates.
Topics in this article:
Setting Up Your Email Notification Templates
If you have used any template, email solution, setting up Sisu templates is a snap. You can start setting up your email templates from your Admin > Tasks > Notification Templates
Adding New Email Templates: Plain Text vs. HTML
You can use plain text in your email templates or even HTML.
The NAME field is the name of your email template. Make sure your name is descriptive so that you can reference it during your Task setup.
The TEMPLATE CONTENT will be the copy of your email of what will be delivered. It will be a mix of general text and transaction field inserts. Sisu email templates support both plain text or HTML. If you have HTML content you copy and paste your HTML copy into the TEMPLATE CONTENT field and we will render the HTML on delivery.
ADD FIELD is a list of available transaction fields that will be inserted into your email when it is delivered.
When creating your email templates, make sure you are setting up your templates to be relatively general since you will be unable to edit them prior to email delivery.
Sisu automated email templates support HTML emails. There are a number of easy-to-use, free HTML editors. Here are links to a couple:
They essentially all function in the same manner by allowing you to type out your email template and automatically generate the required HTML.
Add all your fields needed in your HTML email template
Using our ADD FIELD drop-down, insert all the fields you will use in your email template. It will make copying and pasting into the online HTML editor much easier.
Add your fields in your HTML editor, edit your HTML, and copy/paste your HTML into your Sisu template
Insert the Sisu insert fields in the areas that you want to pull from your Sisu transaction. Most email editors allow you to work in the simple editor on the left, which generates the HTML in the right pane.
After you have completed your email template, Copy and paste your HTML content in the TEMPLATE CONTENT box.
Troubleshooting your HTML template
If you run into a problem with your code, you can use other tools to validate your html code. This is a good site from w3c.org.
Creating Links to Your Transaction Forms for Data Entry and Input Requests
Want to send off emails to agents and ISAs after the actual appointment date to ensure that the Appointment Set date was entered?
To learn how to have your emails automatically insert a link to your specific transaction form, click here.
Previewing Your Sisu Email Template
After you save your email template, you can click View to get a preview of the email.
Using Your Email Template in Sisu Task Notifications
After you have your email templates set up, you can now associate and create corresponding tasks that are linked from your Tasks screen (Admin > Tasks).
Here is a quick overview of each Sisu field in your Add Task screen.
Task Type: Choose "Notification" to use your email templates.
Notification Template: After you choose "Notification" you will be able to pick your notification template from the drop-down menu.
Subject Line: This only applies to email notifications. This is the subject line that your recipient(s) will see.
Add Subject Field: This allows you to add a merge field to the subject line. Merge fields are replaced with personalized information once the email is sent.
Recipient(s): Automated emails can be sent to multiple transaction-specific email recipients. For example:
Any Sisu user (i.e., [email protected]). Great way to keep email groups in the loop during key transaction stages/statuses.
A Slack channel of your choice
Note: For help sending email notifications to a Slack channel, check out this article in the Knowledge Base.
Your agent on the transaction
The assigned TC on the transaction
The assigned ISA on the transaction
Any vendors assigned to the transaction
Date Type: Your email notification can be associated with any transaction-specific date or even your own custom dates: "Related to a transaction date" vs. "Unrelated to a transaction date." If you need any additional date fields, reach out to our Customer Success team and we will quickly add any additional date fields to your account.
Due: When you select "Related to transaction date," your automated emails can be sent days "Before" or "After" a transaction-specific date. To deliver it immediately based on the transaction date, enter in "0".
Applies To: Your pipeline notifications can be quite unique based on your buyer or seller funnel. To segment between Buyer or Seller, choose your type, or leave "All" for general template notification.
Add To Task List: Quickly associate your new email template to any of your existing Sisu task lists.
Testing Your Email Notifications
Once you have your email templates all set up and corresponding Task Notifications created and associated with a Task List, it's really easy to test your templates.
Create a Sisu test transaction: Create a test Sisu transaction with all the relevant transaction fields and the data that will be created when your email template is delivered. For example, if your email is set to send 3 days before your Under Contract date, ensure that the "Under Contract Date" field is in your Sisu form. Here is more information on how to setup your Sisu forms.
Use test email addresses: Depending on the vendor/platform that hosts your email it is really easy to add test emails without having to add them in your Admin console. For example, if you are a Google G-Suite customer using the "+" after your email address and before your domain will let you create applicable emails. For example, [email protected] would be used to test an email to your client.
Temporarily adjust your DUE DATE: To test your email templates on your test transaction, enter in "0" days "Before" your "Related to transaction date"
Setting Up a "Reply" Email Address for Automated Emails
It's possible for your email recipients to reply to your automated emails. You just need to work with your Sisu Customer Success team to set up the email that will appear when clients click Reply.
Accessing a History of Your Automated Emails
You can see a history of a transaction's sent automated emails by going to the Transaction History. To get to the Transaction History, do the following:
Go to Transactions > Transactions.
Click in-line with a transaction to open it.
In the menu on the left, click History. This opens the Transaction History, which will show a record of any automated emails that are successfully sent.