WelcomeHome offers two types of message templates for communicating with prospects: simple email/text templates and visual email templates. While both are used to reach prospects, they serve different purposes and are built for different situations. This article explains the key differences to help you choose the right one.
Simple Email & Text Templates
Simple email and text templates are designed for one-on-one, conversational communication with a prospect. These are the messages your team sends directly from a prospect's record — think follow-ups, appointment confirmations, or a quick check-in after a tour.
These templates are best used when:
- Responding to a prospect individually
- Sending a personal follow-up after a call or visit
- Confirming a scheduled appointment or tour
- Communicating time-sensitive information to a specific person
Simple templates are straightforward — no design tools, no formatting bells and whistles. They look and feel like a normal email or text message, which helps keep communication personal and direct.
Visual Email Templates
Visual email templates are designed for broader, branded communication sent to a group of prospects at once. These are used for campaigns, newsletters, event announcements, or any message where visual design and consistent branding matter.
These templates are best used when:
- Announcing a community event or open house
- Sending a monthly newsletter to a prospect list
- Running a promotional campaign
- Communicating updates to a large group of prospects at once
Visual email templates typically include richer formatting options — things like images, branded headers, buttons, and custom layouts — to make the message look polished and professional.
Key Differences at a Glance
| Simple Email/Text | Visual Email | |
| Best for | One-on-one communication | Group or campaign messaging |
| Tone | Personal, conversational | Branded, professional |
| Formatting | Plain text | Rich design with images & layout |
| Sent from | Prospect's record | Campaign or bulk send tool |
| Tracking | Basic | Open rates, click tracking |
Which One Should I Use?
If you're reaching out to a single prospect as part of your normal sales follow-up process, use a simple email or text template. If you're communicating with a large group of prospects at once — especially for events, promotions, or community updates — use a visual email template.
Have questions about setting up either type of template? Reach out to WelcomeHome Support and we'll be happy to help.