Share Templates Across Multiple CRMs

Share Templates Across Multiple CRMs

Share Email Templates Across Multiple CRMs

Introduction

BluMortgage is structured so that each Account is 100% owned by the agent, and is separated from other BluMortgage accounts. We do this to ensure data ownership and privacy of our clients.
However, there are instances where a single email template might be useful across multiple teams. The two most common use cases:
  1. Brokerage: A broker-owner wants to build brokerage-specific templates for all their agents that use BLU. This is a way to ensure agents align with the culture of the brokerage, and allow the brokerage provide additional value
  2. Group of Agents: Often under the same brokerage (but not necessarily), a group of agents collaborate and share best practices. However, they still have their own respective books of business
Note: While these are the 2 most common use cases, this article is not limited to them

Video Overview



BluMortgage Extension

What is it?

As the name suggestions an Extension extends the baseline capability of BluMortgage.
90% of the time, an extension is used to add email templates to BluMortgage CRM, but it can also be used to deploy read-only workflows, integrations or even widgets.
We recommend to only use extensions for email templates unless you have a strong understanding of extensions, or you have the help of a BLU developer.

How to Create

  1. Go to Zoho Sigma (BluMortgage is built on Zoho): Go to Zoho Sigma
  2. If one not already made, create a Workspace by entering a name (name can't be changed, so name it something relevant. E.g. Tom's Brokerage)
  3. Once in the Workspace, Create a new Extension (top right corner). Make sure you select the CRM as the "service", and we recommend a relevant name and description
  4. Once in the Extension, there are many options in the left menu. We recommend focusing on "Templates"
    1. Once selected, the template editor is identical to the one in BluMortgage (How to Create/Edit Email Templates)
    2. On save, we recommend creating a new template folder for All Users to organize these new templates

How to Distribute

  1. At the top of the left menu, it should show the name of your Extension. Click here.
  2. Once there, you can click "Publish" in the top right corner. It'll show the changes and ask for your comments. Then click "Save".
  3. Once published, a link/URL will be generated. Copy this URL.
  4. Share the URL with all BluMortgage owners who want the extended features (i.e. templates) in their CRM.
  5. Once clicked, the extended features will automatically be added to each respective CRM for the owner's use

Making Changes

  1. Templates are unique since they can be modified by each CRM owner. Other extended features like workflows, integrations and widgets will be read-only
  2. Changes can be made to the extension. Once modified, the extension can be re-published to a new version. Each owner would then need to install the new version
Note: Since each owner could have made changes to an installed template, a new version will not update old templates (only add new ones)