Review this tutorial on YouTube and review the below - https://youtu.be/SF2166bwK3c

Before testing your Seasonal CMA, review the email and SMS templates you will be sending. Update the content so it reflects your local market, the current real estate environment and the season of the campaign.

You must be logged in as an Admin or Owner of the account.

· Spring – use the Spring CMA templates

· Summer – use the Summer CMA templates

· Autumn – use the CMA Welcome templates

· Winter – use the Winter CMA templates

Go to Engine and open Templates. This is where the email and SMS templates used for the Seasonal CMA are managed.

Engine Room: open Templates to manage your Seasonal CMA communications.

In the Email templates, search for “CMA”. Locate the template for the season you are preparing. For example, for Spring select the Spring CMA welcome email and click Edit.

Search for CMA and choose the email template for the correct season.

Inside the Template Editor, select Edit on the image. Use Pick Image to choose an image already uploaded, or upload a new image. Select the image you want to use and save the widget settings.

Use the Image widget and Pick Image option to update the seasonal image.

The heading generally does not need to change, but it can be edited if required. More importantly, review the body copy and update it so it suits your area and what is happening in the real estate market at the time of sending. Save each change and check the preview on the left.

Edit paragraph content in the panel on the right and review the live email preview on the left.

Select Edit on the button. You may change the Button Text so the call to action suits your campaign. Do not change the Button URL — the existing CMA URL must remain in place. Save the widget settings when finished.

You can edit the button wording, but do not change the CMA Button URL.

IMPORTANT: Do not change the button URL. Only change the button text if required.

Edit the footer text if required. When all email changes are complete, save your changes and close the email template.

Return to Templates and open the SMS tab. Search for “CMA”, then locate the SMS template for the season you are sending and click Edit.

In the SMS tab, search for CMA and select the correct seasonal Welcome SMS.

Edit the SMS wording in the panel on the right. Make sure the message is current for your market and season. Keep the existing personalisation fields and CMA URL in place, then click Save.

Update the SMS copy while retaining the required personalisation fields and CMA URL.

☐ Correct seasonal email template selected

☐ Email image reviewed or updated

☐ Heading reviewed

☐ Main email copy updated for the current local market

☐ Button text reviewed and the button URL left unchanged

☐ Footer reviewed

☐ Correct seasonal SMS template updated and saved

Next step: Once the email and SMS templates are saved, test-send them to your test record in the database before progressing with the Seasonal CMA campaign.