SAM 2.0’s Templates feature changes the game, enabling you to create consistent, adaptive email and SMS messages tailored to your clients’ preferences with the power of AI.
The Problem
Have you ever faced these challenges?
- Writing the same message repeatedly, yet trying to make it feel personal each time.
- Struggling to keep communication consistent and professional across hundreds of clients.
- Worrying that your messages lack the ✨ personal touch✨ to truly resonate.
SAM’s Templates feature solves these issues by using AI to personalize and adapt pre-made messages for every recipient, helping you save time while maintaining authenticity.
What is the Templates Feature?
Templates in SAM are pre-built email and SMS messages designed to simplify and streamline your communication. They adjust dynamically based on the recipient’s preferences, history, and context, ensuring every message feels personal and relevant.
What this means is each person can receive a message specifically written to them, even when it was sent automatically from a pre-written message - AND you had 1,000 going out at once. (Wild right?)
Here’s how it works:
1. Select a Template: Choose from a library of customizable options, like “Post-Showing Follow-Up” or “New Listing Announcement.”
2. Customize with AI: SAM pulls information from your Contact and Property Databases—like client names, property details, and personal notes—to personalize the message.
3. Choose Your Format: Decide whether to send the message via email, SMS, or both. SAM optimizes the content for the medium.
4. Send or Schedule: Deliver the message instantly or schedule it for the perfect moment.
What Makes It Different?
Unlike basic template systems, SAM’s Templates are powered by AI, offering features such as:
- Dynamic Formatting: Messages adapt based on the recipient’s preferred communication style (e.g., SMS vs. email).
- Contextual Relevance: Include key details like property information, recent interactions, and client preferences effortlessly.
- Analytics and Insights: Track open rates, click-throughs, and other metrics to refine your communication strategy.
Why It Matters
With SAM’s Templates, you’re not just saving time - you’re building stronger client relationships.
Whether it’s a personalized follow-up or a mass market update, SAM ensures every message feels thoughtful, professional, and tailored to the recipient.