Understanding Templates

If you are looking to add some personal touches to MaidCentral Templates, here are a handful of different articles and videos that will help.

  • Public Logo URL and Email Masthead

    • This video demonstrates where those logos will appear on your Email templates once you've entered a URL. Please note, these logos will only appear for emails with a Wrapper Email Template Type of Original, not Plain.

  • Editing Email Template Headers and Footers

    • By default, templates display your company logo and phone number in the header and footer, which cannot be edited as they are pulled from your company settings. For full customization, you can disable the default header and footer by switching the Default Email Wrapper Template to "Plain," but this requires manually editing each template.

  • Update Your Login Page Logo

    • These instructions explain how Group Administrators can add, change, or update the MaidCentral login page logo and left-side image by navigating to Company > Partner > Settings and uploading files via the "Choose File" option.

  • How to use a Document in a Template

    • We created note modals that are now the same modal in all areas where you send individual emails, texts and create notes.

      This provides the same looks, feel and functionality everywhere you can send emails within MaidCentral. PLEASE NOTE This also works from the Broadcast Messaging section of MaidCentral to email your employees.

  • How to use an Image in a Template

    • We created note modals that are now the same modal in all areas where you send individual emails, texts and create notes. This provides the same looks, feel and functionality everywhere you can send emails within Maid Central.

  • Use a Video in a Template

    • Follow along as we upload a video from our computer, insert it as a link directly into a template, or add it as a clickable link to an image inside of a template.

  • Template Building For Job Campaigns

    • In this how-to we demonstrate how to build and use a template for sending a Job Campaign Email.  The Customer – Job Campaign templates or Customer General Template can be used for Job Campaigns

  • Building a Lead Follow-up Template

    • This How- To video walks you through how to build a new Lead Follow-Up email template. This email template can be used to send to leads we have in the system, have quoted, but have not booked yet.

  • Building a Lead Contact Template

    • This How- To video walks you through how to build a new Lead Contact email template. This email template can be used to send to leads we have in the system but have not quoted yet.