Sisu automated emails keep your team, client and your partners in the loop on key transaction updates.
This is the our first release for automated emails. Over the course of the next couple of months we will quickly add additional enhancements to automated emails based on your feedback.
This is what our templated email notifications functionality currently does not provide;
Custom domains (i.e. using your email address domain as the senders email).
History log of automated emails sent.
Keep your enhancement requests coming and we look forward to quickly rolling out enhancements to our email notifications. 🚀
Setting up your email notification templates
If you have used any template, email solution, setting up Sisu templates are 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 of your email template and automatically generating 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 copy and pasting easy 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.
Creating links to your transaction forms for data entry/input requests
Want to send off emails to agents and ISA after the actual Appointment Date to ensure that the Appointment Set date was entered?
Check out this detailed walkthrough on how to have your emails automatically insert a link to your specific transaction form for the specific transaction.
Previewing your Sisu email template
After you save your email template, you can click on "View" to get a preview of the email.
Using your email template in Sisu task notifications
After you have your email templates setup, 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.
EMAIL TEMPLATE: After you choose "Notification" you will be able to pick your email template from the drop down menu.
EMAIL SUBJECT LINE: This is the subject line that your transaction participant will see. Please note, currently transaction fields will not populate the subject line.
EMAIL RECIPIENTS: 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.
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 to any core system transaction specific date or even your own custom dates "Related to a transaction date", or not date specific "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 base 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 setup, corresponding Task Notifications created and associated to a Task List it is 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.
Using 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 adjusting your DUE DATE: To test your email templates on your test transaction, enter in "0" days "Before" your "Related to transaction date"
Manually triggering your email send: Sisu task notifications run every 10 minutes, however, you can manually initiate the facilitate your email template testing. After you have entered in today's date in your test transaction corresponding date field. Click on the "Send Queued Task Notifications" (Admin > Tasks>.