Customizing existing real estate marketing templates
The EurekaWare Real Estate contact management software add-in for Microsoft
Outlook leverages the power of close integration between Microsoft Outlook and
Microsoft Word. It helps you, as a realtor, to easily create beautiful
marketing flyers without having to retype the property information from Outlook
into Word. EurekaWare has done that work for you.
Open a template to change the layout and formatting
The EurekaWare real estate marketing templates are simple Microsoft Word
document templates. If you know how to change layouts and formatting in
Microsoft Word you can do the same with a EurekaWare template.
To change the layout or formatting of a template, open the template in
Microsoft Word:
- Start Microsoft Word.
- Select File > Open to open a document
- Select Document Templates in the Change the Files of Type field of
the Open Documents window.
- Use the Look In navigator at the top of the Open Documents window to find
the Eurekaware templates directory. The templates are in this
directory: "C:\Documents and
Settings\User\Application Data\Microsoft\Templates\EurekaWare."
- Note: This
folder may be hidden. To make it visible, open Windows Explorer, select
the Tools > Folder Options menu option. Then click on the View tab.
In the Advanced Settings window, change the option to Show hidden files and
folders.
- Select one of the provided templates to open it.
- The template opens in Microsoft Word.
- The template is a collection of formatted text boxes that contain tags that
reference Outlook fields.
- To change the formatting or layout, simply follow standard Microsoft Word
procedures. You can learn more about about text boxes by pressing F1 for
the Microsoft Word help file.
Add fields to a real estate marketing template
You can easily modify the provided EurekaWare real estate marketing
templates. You can add standard Outlook fields such as Last Name or Home
Phone, and you can add EurekaWare custom fields. To add Outlook contact information (stored in Outlook fields) from
one of the EurekaWare provided templates:
- Go here to view a comprehensive list of all Outlook
contact fields including the EurekaWare custom fields.
- Follow the procedure above to open an existing
template in Microsoft Word.
- Type in the exact name of the field you identified in step 4
surrounded by the less than and greater than keys. For example, type
<Bathrooms (To Sell)> to include the number of bathrooms in your marketing
template. You can place these fields anywhere in your document template.
You can add as many fields as you like to the template.
- To save your changes, select File > Save As from the Word menu, once
you are done adding fields to the template or changing the layout.
- Be sure that the Save In navigator at the top of the screen shows the
EurekaWare folder. This is important so that your customized template will
be in the folder that automatically opens from EurekaWare.
- If necessary, change the Save as Type to Document Template.
Delete fields from a Real Estate Marketing Template
To remove an existing field from one of your real estate marketing templates:
- Follow the procedure above to open an existing
template in Microsoft Word.
- Select the field, including the tags on either side, and press
delete.
- Save your changes to the real estate marketing template.
