About Manager Shared Templates

How Your Agents Can Enable Manager Templates

To activate tag automation for Manager Templates:

1. Go to the Templates page.
2. Click the Enable Toggle to activate the feature (this enables it for both the Listing and Market Alert Templates).
   

How Manager-Shared Templates Work

Once the Listing Alert or Market Alert Template has been created by a manager, with tags, to share it with all agents:

1. Tags: Ensure the shared template has a Tag(s).  
2. Manual Sharing: On the Templates page, locate My Templates. This is the list of all templates you have created. Click on the ellipsis (three-dot icon), and click Share.  
   
   
3. Review Warning Pop-Up: Click on Share Template to complete. 
   
4. Identifying Shared Templates: On the My Templates tab, locate the Shared column. The green bubble means you have shared the template with all of your agents. 
   
   

When agents enable this feature:

1. Automatic Activation: Manager-created templates are applied automatically. The system instantly generates alerts for all contacts with tags matching the shared templates.

   • This applies to both Listing Alerts Templates and Market Alerts Templates.
     
     

2. Manager Identification: Agents will see the name of the manager who shared the template.

   • Note: This detail is only visible to the agent and not to clients.
     
     

FAQs

Can the agent edit the template created by the manager?
No. Only the manager can edit the tags, stop sharing, or delete. 

Why Can't My Agent See the Manager-Shared Template?

For agents to access manager-shared templates, both the manager and agent must be associated with the same MLS. Only then can the templates be assigned to contacts using tags.

If your agents want to learn more about the Manager Templates shared with them, Click here for more about Templates.