Hey all!

Today we’re going to show you how to add custom templates in your Prop360 account.

setting up custom templates in prop360

Setting up custom templates in Prop360 is quick and easy, and can give you a serious edge over the competition.

Custom templates can be crucial in competitive markets, especially to give you that special edge over your competition.

After all, most people doing direct mail marketing nowadays are ordering from the same 2 or 3 companies, many of which share the exact same templates.

Custom HTML templates are your opportunity to stand out from all this and add some personal or company branding where needed. Plus, you can add some serious personalization to your mail.

Let’s dive in and see exactly how to make the most out of these.

Custom Fields

Before we talk about the different types of templates, we’ve got to discuss custom fields.

Custom fields are exactly what they sound like – essentially tiny variables of data that you can embed into your custom template.

Example Template

For example, if you want to have your mailer be addressing your potential lead, you might want to do something like this:

Dear {{firstName}},

I’m a local investor in the area, and I’m looking to purchase four new properties this month.

Are you interested in selling your house at {{propAddress}}? I’d love to give you a cash offer.

If you’re interested, please contact me – my cell number is {{myPhone}}.

Thanks so much!

{{myName}}

As shown above, the custom fields (notated in the syntax of {{fieldName}}) will be rendered in your template according to the data we have.

As you’ll see later in this guide, this data will be live-rendered for you with dummy data to ensure it will be sent according to plan.

Here’s the current custom template fields you can use. We’re constantly expanding this list, so be sure to check back often, and of course, let us know if you have any you’d like to see!

  • {{propImage}} – A Street View image of your lead’s property, or your image if you took one when adding it. When adding as HTML, be sure to specify “width” and “height” attributes.
  • {{propAddress}} – Line 1 of your lead’s property address, i.e. 123 Apple St.
  • {{propCity}} – The city of your lead’s property address, i.e. Richmond.
  • {{propState}} – The two-letter state code of your lead’s property address, i.e. VA.
  • {{name}} – The lead’s first name.
  • {{myName}} – Your first name, as specified in your account settings.
  • {{myPhone}} – Your phone number, as specified in your account settings. Pro Tip: Try routing this to a call center, such as Nexa.
  • {{myCompany}} – Your company, as specified in your account settings.

Now that we’ve gotten those out of the way… let’s talk about something really cool.

Dynamic Offers

This is a feature we’re real proud of, and that is dynamic offers.

With these following values, you can send a dynamic offer to your lead based on the property’s estimated value. Pretty cool, huh?

To add a dynamic offer to your mailer, just use one of the following template fields:

  • {{dynamicOffer30}} – A dynamic offer at 30% of the property’s estimated value.
  • {{dynamicOffer40}} – A dynamic offer at 40% of the property’s estimated value.
  • {{dynamicOffer50}} – A dynamic offer at 50% of the property’s estimated value.
  • {{dynamicOffer60}} – A dynamic offer at 60% of the property’s estimated value.
  • {{dynamicOffer70}} – A dynamic offer at 70% of the property’s estimated value.

Imagine what you can do combining dynamic offers and sequences… it’s pretty crazy! If you haven’t learned about sequences, be sure to check this out afterwards to get started making those.

And yes, you can use your custom letters and postcards in custom sequences!

Max Offers

Clearly Dynamic Offers can give you an edge – but Prop360 takes that one step further.

If you really want customization, use Prop360’s Max Offers feature.

Max offers can be referenced by the {{maxOffer}} field in your templates.

You can learn more about setting max offers here – including how to do so algorithmically when new properties are added!

Editing Basics

Before diving deep into this guide, keep in mind that you can view all of your changes live when adding or editing a template.

creating templates in prop360 with live data rendering

Creating templates in Prop360 is a breeze, thanks to live data rendering.

As you can see here, when editing, you’ll be presented with a live view of exactly how your postcard will look with dummy data.

If there’s any issues with margins, or your content is too large, etc. – this will show in the preview and prevent you from any issues with your direct mail.

HTML Basics

For this guide, we’re going to assume that you know basic HTML formatting. If you do not, consult your local developer. You can get HTML templates designed on sites such as Fiverr or Upwork. We’ve also had some good results with custom templates from 99Designs.

That being said, with basic HTML knowledge, you don’t need to be a designer to make a good-converting direct mail template. Here’s a few basics you’ll need to know when creating a template:

  • An exterior padding of 18 pixels on all sides is required. This is the blank area on the ends of the postcard to account for printing. Please extend all your backgrounds past this point, but do not put text outside of this zone. An easy way to do this is putting <div style=”padding: 18px; background-color: red;”> for your first line, and of course, </div> for your last line. This would create your required 18 pixels of padding on a red background.
  • Inline styles are required. Try to avoid external stylesheets. Specify CSS styling inline.
  • Custom fonts are fine, and definitely recommended! As you’ll see below, our editor has a few fonts, but you’re also free to customize by linking to any of your fonts as required. Just make sure that your fonts are hosted on a reliable provider. Try experimenting with your own handwritten fonts!
  • Make sure your images are 300 DPI. If you’re using Street View images or images taken from your phone’s camera in the {{propImage}} variable, we’ve got this taken care of for you.

Now that we’ve got the basics down, let’s look into how to create both Postcard and Letter templates.

How to Create Custom Postcard Templates in Prop360

editing templates in prop360

A basic postcard created in Prop360, with some dummy details.

For postcards, your size will be 450px by 306px. Make sure to have the 18px padding on all sides as noted above (with the background included outside of the padding).

To get started creating a Postcard, just click the Add Template button on your Mail page.

From here, you’ll be presented with a live HTML editor. You can edit source code at any time by clicking Tools -> Source Code. Here is where you can embed fonts, etc.

Then, just use the live editor to add in text and images as required! Your postcard will be previewed live, refreshed every few seconds, right below the editor so you can double-check your postcard looks set.

When it’s ready to go, give it a name and hit Save Template. You can now use this template anywhere in your mailings, or add it to any sequence.

How to Create Custom Letter Templates in Prop360

For letters, your size will be 630px by 810px. Make sure to have the 18px padding on all sides as noted above (with the background included outside of the padding).

Adding a Letter template is just as simple as adding a postcard template. Just hit Add Template on your Mail page. This time, we’ll click the radio button next to Letter to change the type.

From here, you’ll be presented with a live HTML editor. You can edit source code at any time by clicking Tools -> Source Code. Here is where you can embed fonts, etc.

Then, just use the live editor to add in text and images as required! Your postcard will be previewed live, refreshed every few seconds, right below the editor so you can double-check your letter looks set.

When that’s all done, just add a name and hit Save Template. You can now use this letter for mailings, or add it to any sequence you’d like!

Changing Formats and Editing Templates

swapping between postcard and letter in prop360

Changing templates is as easy as clicking the radio button for either Postcard or Letter. Your template will be re-rendered in a few seconds.

If you have a postcard template that you’d like to change into a letter template, or vice versa, you can do so anytime by clicking on any template in your Mail screen. From there, just click the radio button corresponding to whichever type you’d like.

From here, you can edit accordingly to the new constraints. Your template will be rendered below, every few seconds, just like if you were creating a new template.

When you’re done, just hit Save Template. These changes will save to all your current mailings and sequences, as well as your future mailings.

Now you’re ready to take on some serious custom mail in Prop360! We wish you the best of luck, and of course, if you have any questions or feature requests, we’re always here to help.