Share Message Templates

About Share Message Templates

The Share Message Templates feature is currently available to SavvyCard for Real Estate Brokerages users only.

Share message templates allow you to create message templates specific to the type of people you commonly share your SavvyCard to for quick and easy population of the Message box when sharing your SavvyCards.  Once you populate your Share form with a message template, you can edit it, add to it, or send it as is.

You can define which of your SavvyCard types (agent, property, or general) that your different messages are available on, create multiple messages for multiple scenarios, or create a single generic message template that you add pertinent details to whenever you share a SavvyCard.

This feature comes prepopulated with several message templates that you can use as is, modify, or delete in favor of your own Share messages.

You can perform the following tasks in relation to the Share Message Template features:

• Create a New Share Message Template

• Edit an Existing Share Message Template

• Delete a Share Message Template

• Share Your SavvyCard Using a Message Template

Creating a New Share Message Template

1. Open your SavvyCard account by going to savvycard.com/savvycards and logging in to your account if you are not already logged in.

2. Click the Edit This Card link next to any one of your SavvyCards to open the card editor.

3. Click the Buttons tab to open the buttons settings.

4. Click the Share section.

5. Toward the bottom of the Share section, click Add Another.

6. In the Contact Type box, add the type of contact that you would be sharing your SavvyCard to for the message you are creating, for example, Home Buyer.  This will help you select the appropriate message template when Sharing your SavvyCard(s).

7. In the Message Topic box, add a “subject” for the message template you are creating.

8. In the Display on options, select the type of SavvyCard that you would be sharing using the message template you are creating.  For our example you would select Property SavvyCard.

9. In the Message Text box, enter the message you would like to populate in the Message box on the share form when using the message template you are creating. 

10. To change the order of your message templates, locate an item you want to move, click and hold the handle in the upper right corner, drag the message to the desired location, and release the mouse button.

11. At the bottom of the Buttons section, click Save.

Editing an Existing Message Template

1. Open your SavvyCard account by going to savvycard.com/savvycards and logging in to your account if you are not already logged in.

2. Click the Edit This Card link next to any one of your SavvyCards.

3. Click the Buttons tab.

4. Click the Share section.

5. Locate the message template you want to edit.

6. Make the necessary changes to the message template’s Contact Type, Topic, Display on options, or Message Text.

7. To change the order of your message templates, locate an item you want to move, click and hold the handle in the upper right corner, and drag the message to the desired location, releasing the mouse button.

8. At the bottom of the Buttons section, click Save.

Deleting a Message Template

1. Open your SavvyCard account by going to savvycard.com/savvycards and logging in to your account if you are not already logged in.

2. Click the Edit This Card link next to any one of your SavvyCards.

3. Click the Buttons tab.

4. Click the Share section.

5. Locate the message template you want to delete.

6. Click Delete.

7. To delete the selected message template, click OK.

   OR

   To prevent the message from being deleted, click Cancel.

Sharing Your SavvyCard Using a Canned Message

The Share Message Templates feature is available only when sharing your own SavvyCard and you are logged in.

1. Open your SavvyCard.

2. If you are not already logged in, tap the Log In button on the toolbar and log in.

3. Tap the Share button on your SavvyCard, then tap Share to Individual.

4. In the Share to Name box, enter the name of the person you are sharing your SavvyCard to.

5. In the Share to Mobile Phone Number or Email Address box, enter the contact information for the person you are sharing your SavvyCard to.

6. Tap the Contact Type/Message Topic box.

7. Tap the message template you want to use to fill the Message to Recipient box.

8. To edit the message, tap within the Message to Recipient box and make your desired changes to the message.  Keep in mind, this will change the text of your message for this share, but will not change the message template itself.

9. To clear the text of the message template, tap the Clear Message link just above the Message to Recipient box.

10. Tap Share This SavvyCard.