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Quick Start: Template Types for Admins

 
THE BASICS
What is a Template?

A template is at minimum a pre-formatted starting point for agents to edit and add content to. At most, a template can also be non-editable and ready to send, or scheduled on behalf of agents.
 
Templates come in a few types: V1, V2, and Postcard/Static.
Template settings

Each template has a few settings that can be edited -- the template name, default subject line, and whether it's restricted to certain agents.
 
 
V2/V1 Templates
V2 - Creating a template with the Template Builder
 
You might hear us refer to a template as a V2. This means the template was created with the Template builder, and as such can be easily copied and edited moving forward.

To create a new V2 template, hover your mouse over Templates, and select Create a new Template.
 
Or you can have our team create your template through a Template Order, by hovering over Templates, and selecting Order Custom Template
 
V1 - Managing your older templates
 
V1 Templates refer to a template created before the Template Builder was added to rezora. We no-longer support these templates, though you're more than welcome to keep using them.
 
You can tell the difference by looking at the template title on your main Templates page. If it does not say V2 and has no schedule, expiration, or 'not yet activated' information below it, that will indicate a V1 template.


V1 Template Phaseout Announcement

 
Postcard/Static Templates
How to create a static template
 
You might hear these called a few things, postcards, static templates, but ultimately what we're referring to is a template that is created as a marketing piece in your admin account. The end result is a static, non-editable template that can be scheduled on behalf of agents.
 
To create a static template, head to your Marketing Pieces page and create a new marketing piece. Finalize the content and publish this piece, and tada! You've got a static/postcard template.
 
Managing and scheduling 
 
Static templates have a few extra settings, such as the option to schedule them, and a requirement of being given a default subject line and an expiration date to become active.
 
These templates are also the only type that can be scheduled on behalf of your agents, by giving the template a scheduled time and date. This is optional. If scheduled this way, it will automatically go out to agents' Primary Sphere list. Agents are opted-in by default, but can opt-out at any time leading up to the send.
 
 
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