User Manual

• New Features in 3.x
• Overview of EurekaWare
• Installation Instructions
• Backup Outlook Contacts
• Backup Outlook
• Copy Outlook Contact Folders
• Export Outlook Contact Folders
• Converting Campaigns to Action Plans
• How To Buy
• Get Registration Key
• Enter Registration Key
• Forgot Registration Code
• Importing Data
• Importing Contacts from CSV File
• Importing Data from Top Producer & Farm Data
• Data Importing Tips
• Using EurekaWare
• Starting EurekaWare Real Estate Contact Manager
• EurekaWare Menus
• Changing Your User Information
• Converting Contacts
• "To Buy" Form for Real Estate Marketing
• "To Sell" Form for Real Estate Marketing
• Changing Drop Down Fields
• Changing Weblinks
• Changing the Contact Form
• Form Design Concepts
• Outlook Contact Fields
• EurekaWare Contact Fields
• Using Form Fields
• Sharing Contact and Calendar data
• Modifying Real Estate Views
• Create Drip Marketing Programs
• Email Marketing & Newsletters
• Web to Contact
• Action Plans and Marketing Campaigns
• Create an Action Plan or Marketing Campaign
• Create an ActionPlan Template
• Assigning Contacts
• Using Campaign Tasks
• Marketing Document Templates
• Create Marketing Flyers with Contact Records
• Create Marketing Flyers within a Marketing Campaign
• Customizing Existing Marketing Templates
• Create New Real Estate Marketing Templates
• Email Marketing Templates
• Mail Merge and Form Letters
• Create a New Mail Merge Document
• Running a Mail Merge with an Existing Document
• Uninstalling EurekaWare
• Uninstalling Microsoft Outlook Add-ins
• Microsoft Outlook Help and Tips
• Add an Address or Domain to Safe Senders in Outlook
• Real Estate Sticky Notes
• Send a Virtual Business Card
• Color Code Your Calendar
• Outlook Shortcut Keys
• Repairing Microsoft Outlook
• Getting Help
• Troubleshooting Wizard
• Report a Problem
• Suggest an Enhancement

 User Manual PDF

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. Adding Fields. 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.
4. Adding Images. First insert any picture into the template as a picture holder. Size the picture to the dimensions you want.  Then link it to the image by opening the format picture dialog (this can be done by double clicking the image). Then click the 'Web' tab and enter the field name (e.g. TosTxtImagePath1) in the Alternative text box. There are 6 images associated with each contact they are named TosTxtImagePathX where X is the image number 1 through 6.

 

 

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
   

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Last Modified: 5/16/2007 11:11:00 PM