You are able to edit the email templates that are sent in the system. Each company office can have it’s own separate email templates which allows a lot of flexibility in how you can use the system. The email templates that can be edited are:

• Client Welcome Email
• Lead Welcome Email
• Affiliate Agent Welcome Email
• 15 Day/ Round halfway complete Email
• 35 day/ Round Complete Email
• Notice of Account Update when no deletions occur
• Notice of Account Update with a progress report for deleted items, and progress.

To get started you can select Company Offices from the left hand navigation menu.

You can now select the office from the Company Offices list that you would like to edit the templates for. You can either click the row in the list or you can click the view button in the row. Both will do the same function of loading the office info.

Once your office loads click the Email Templates tab for that office.

You will see the different templates you can work with. The welcome emails send when either the client, lead, or affiliate agent is entered. The Automatic round emails send throughout the month. When the round is halfway done, and then when the round is completed. The progress report emails send when new rounds are started or letters are created. It is optional to send the progress reports. You will also notice that you can turn on and off any template for that office in case you did not want to send those emails. To edit the template click the pencil icon beside the template you wish to edit.

A popup will appear with the template content in an editor. You can change styling of the template etc. You will see that tokens are already there for the data that needs to be populated. Tokens allow you to populate any data related. If you want to add more tokens you can do so by clicking the grey Add Field button in the top left hand of the editor. That will show you a list of all possible options. There is also a Get Sample button that will get some sample content for that particular email template. You can make your own template text also if you wish. There is a preview button that will allow you to search a client or lead to preview with. The preview only works for the Welcome Email templates. Once you are done with your edits you can click the blue Save Email Template button