Skip to main content

Properties - Using property and room description templates

Updated over 6 months ago

The system allows users to define text templates that can be used to standardise marketing and room descriptions for advertisements. This prevents users from having to re-enter similar text for all available properties.

1. Property description templates

1.1 Adding a new template

  1. Go to Lettings properties > View properties or Sales properties > View available properties

  2. Locate the required property

  3. In the Street column, click on the property address

  4. Open the Descriptions tab

  5. In the Property description section, click on one of the Create a new template links (highlighted below)

  6. Set a title for the template, for example, “Marchmont area” or “Student let”

  7. Enter the body of the template

  8. Click Submit

This template will now be available as an option within the template dropdowns shown above.

1.2 Using a template

  1. Go to Lettings properties > View properties or Sales properties > View available properties

  2. Locate the required property

  3. In the Street column, click on the property address

  4. Open the Descriptions tab

  5. In the Property description section, locate the description field to be populated

  6. Expand the template dropdown (located on the right-hand side of the description field) and select the required template

  7. The description field will automatically populate with the body of the template

2. Room description templates

2.1 Adding a new template

  1. Go to Lettings properties > View properties or Sales properties > View available properties

  2. Locate the required property

  3. In the Street column, click on the property address

  4. Open the Descriptions tab

  5. In the Property room descriptions section, click on Create a new template (highlighted below)

  6. Set a Title for the template, for example

  7. Enter the body of the template

  8. Click Submit

This template will now be available as an option within the template dropdown for all rooms (shown above).

2.2 Using a template

  1. Go to Lettings properties > View properties or Sales properties > View available properties

  2. Locate the required property

  3. In the Street column, click on the property address

  4. Open the Descriptions tab

  5. In the Property room descriptions table section, locate the room to be updated

  6. Expand the template dropdown (located at the right-hand side of the room) and select the required template

  7. The description field will automatically populate with the body of the template

3. Managing description templates

  1. Go to Lettings properties > View properties or Sales properties > View available properties

  2. Locate the required property

  3. In the Street column, click on the property address

  4. Open the Descriptions tab

  5. Click on the Manage templates link

  6. Locate the template in question

  7. To update the template: Click on the edit pencil icon, amend it as required and click Submit

  8. To delete a template: Click the red X icon within the Delete column

Did this answer your question?