Real Estate Software User Manual
real estateagent software realtor software real estatebroker software real estatemarketing real estatecontact management  realtor tools align=

User Manual

Create New Real Estate Marketing Templates

The easiest way to create new real estate marketing collateral is to modify an existing marketing template.  However, sometimes you may want to start from scratch or borrow a modify a publically available template

Create a new template

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 create a new template:

  1. Start Microsoft Word. If a new document is not opened, Click New from the file menu.
  2. To change the formatting or layout, simply follow standard Microsoft Word procedures.
  3. Fill the document with the content you want

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:

  1. Go here to view a comprehensive list of all Outlook contact fields including the EurekaWare custom fields
  2. Follow the procedure above to open an existing template in Microsoft Word.
  3. 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.

Save the new template

  1. To save your document, select File > Save As from the Word menu, once you are done adding fields to the template or changing the layout.
  2. 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.
  3. Change the Save as Type to Document Template.
  4. Click the Save Button
    Microsoft Word realtors save as