✉️ Email Templates

Transaction OS · https://tos-proxy-staging.lehr007.workers.dev
STAGING
All follow-up email templates. The follow-up engine auto-populates these for each due outreach using the recipient's name, property address, closing date, etc. Override any template per-tenant via GHL Custom Values — see the override section at the bottom.
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🛠 How to override a template (per-tenant)

Each template has 3 override slots in GHL → Settings → Custom Values:

  • tos_template_<templateId>_subject — overrides the email subject
  • tos_template_<templateId>_body — overrides the email body (use \n for line breaks)
  • tos_template_<templateId>_sms — overrides the SMS body (optional)

Example: to override the buyer welcome email subject, create custom value tos_template_buyer_welcome_subject with your text. Merge tokens like {{client_first}}, {{property}}, {{closing_date}} still work.

Available merge tokens: {{client_name}} · {{client_first}} · {{transaction_name}} · {{property}} · {{stage}} · {{closing_date}} · {{days_until_close}} · {{coordinator_name}} · {{coordinator_email}} · {{tc_phone}} · {{listing_team}}