Knowledge Hub
Offers Live User Guides
- Begin Your Journey with Offers Live
- Wording and Terminology in Offers Live
- Offers Live Frequently Asked Questions
- Vendor Features and Functions in Offers Live
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RE Software PC Console (Offers Live)
- Offers Live General Settings
- Offers Live Sample Campaign Templates
- Offer Campaign Templates in Offers Live
- Offers Live Public URLs
- Offers Live Agent Listing URL
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Managing Listings in Offers Live
- Updating the Campaign Type in Offers Live
- Import Property via CRM Property ID
- Manually Adding a Property
- Editing Property Details
- Add and Edit Property Photos
- Setting Dates and Times for Listings
- Apply or Edit a Property’s Campaign Type
- Add Internal Notes to a Property
- Where to Find the Make an Offer URL on the PC Console
- Printing a Make an Offer QR Code PDF
- Adding and Editing Rental Income for Yield Calculation
- Editing the Settlement Period
- Editing Deposit Percentages Per Property
- Editing Cooling-Off Period
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Managing Offers in Offers Live
- Send Mass Notifications to Buyers
- View All Offers on a Property
- Adding Private Notes to Offers
- How to Manually Upload an Offer
- Accepting an Offer in Offers Live
- Copying a Manually Uploaded Offer and Creating a New One
- How to Decline an Offer in Offers Live
- Export Buyer Information as CSV or PDF
- AI Insights: Compare Offers Instantly
- RE Software Mobile Console App (Offers Live)
Duplicate and Edit Campaign Templates
Save time by reusing and updating your existing campaign templates
Duplicating a campaign template lets you quickly reuse an existing setup without starting from scratch. It’s ideal for keeping the structure of a previous template.
Steps to Duplicate and Edit a Campaign Template
Step 1: Log into the PC Console and navigate to your Offers Live Dashboard.
Step 2: Click on Settings from the top-right menu.
Step 3: Under the Offers Live Settings heading in the side menu, select Templates.
Step 4: Locate the template you want to duplicate from the list.
Step 5: In the Actions column on the right, click the green Copy Existing and Create New Offer Template icon.
Step 6: A pop-up window will appear asking you to confirm creating a copy of the selected template.
Step 7: Click Copy to confirm.
Step 8: Rename the duplicated template to reflect its new purpose.
Step 9: Update the content of the new template as needed:
- Add or edit the Button Text
- Edit all Default Offer Questions to fit your requirements
- Modify any Additional Offer Questions if necessary
Step 10: Once you've finished editing, click Create to save your new template.
Posted 7th April, 2025