Send consistent, personalised messages without retyping them, including automatic messages when a lead changes stage.
Who this is for: Brokers, Enterprise admins
Template types
Type | Used for |
|---|---|
System templates | Platform notifications, such as invitations, document requests and task notifications |
Custom templates | Reusable document request messages, email composer messages and stage-change auto-send messages |
Document templates | Checklists of documents to request, linked to a document request message |
Activity log | Who changed which template, and when |
All brokers can create personal document request and email templates. Broker business admins can also edit system templates for their business and set up stage-change messages.
Create a custom template
Go to Settings > Templates > Custom Templates and click New.
Choose the purpose: Document request, Email composer or General / Stage change auto-send.
Enter a name and the message. Add personalisation variables such as
{{ first_name }}.Check the preview, then save and publish.
Don't include a fixed broker name or signature in shared templates; each broker's signature is added automatically.
Send a message automatically when a lead changes stage (admins)
Create a General / Stage change auto-send template.
Choose the workflow and stage, and switch on Auto send.
Choose the recipient: client, broker or referral partner.
Add the email and/or SMS content, then save and publish.
Check no existing automation (such as a Power Automate flow) already sends the same message, or clients will get it twice.
Edit a system template (admins)
Go to Settings > Templates > System Templates, search or filter by Email or SMS, and click Edit.
Update the content (and subject for emails), using only the variables listed for that template. Use the Advanced editor for custom HTML.
Check the preview, click Publish and add a short note about the change.
Test it with a test lead.
Every publish saves a version. Open Version history to restore an earlier one. Don't edit New Message from Broker, New Message from Client or Power Automate Message; they carry content from elsewhere in Effi.
Link a message to a document checklist
Go to Settings > Templates > Document Templates and open the checklist.
Choose the document request message to go with it, and tick Attach credit guide if needed.
Save. Brokers now get that message pre-filled when they use the checklist.
Use a template in an email
Open the lead's Messaging tab and choose Email.
Click Insert template and choose one.
Review the details and send.
Need a hand?
Email [email protected] and our team will get back to you.