Create Your Own Email Templates

A while back we discussed the power of communicating with your clients via email and highlighted some ways to strengthen your client relationships. You probably want those communications to reflect your personality and style, which is really easy to do by creating your own email templates.

Under Messages on the Clients tab, you can either customize one of the standard email templates or build your own from scratch. Be sure to add your own “voice” to the message and use the WYSIWYG features, such as font, bold and color, to add a little flourish. And, most importantly, use the standard placeholders with the proper brackets–“{” and “}”–so you can use the template for any and all clients, over and over again. Please check out the Help documentation, which provides many more details, and don’t hesitate to contact us with questions.

Email template

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