Customize Email Credentials

Last Updated: Apr 15, 2015 03:18PM PDT

IDX Broker offers an opportunity to customize the credential emails that you may send out to leads or agents in your account. To affect these changes, navigate to Leads -->Lead Preferences.

Lead Register NavFrom here you may select Advanced;

Advanced Select

and the Credential Email tab.

Credential navigationNow you can get to the business of changing these emails to reflect your style and branding. To the left there is a section that displays the content of the email. This is, by default, a WYSIWYG (what you see is what you get) editing area. Here you can craft an email that sends the login credentials to your leads or agents. Use it as you would a common word processor, including adding image or web links.

Email Editor

The section on the left provides you with an opportunity to include dynamic tags that will automatically change for each email that you send.

Dynamic Tags

To use these just place your cursor on the email template where you would like to place one of these tags and then click on the appropriate tag.

 

When you have a well crafted email template, just save it and it will be ready for you to send when your leads or agents forget their login information to IDX Broker.

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