Mass Email Campaign Templates

Create templates for your clients to use when they are sending Mass Emails to their clients!
In order to create a new template navigate to the Mass Email Templates tab on your Homepage

Click New Template to start creating your template.  Edit the body to include any information or images you would like.  Be sure to give the template a name so that your clients know what the template is related to.
As soon as you are ready to make it available to your associated clients check mark the option to make it Active and save.
Congratulations, you have made your new template!

Using Special Variables:
Special variables are various pieces of information that can be added to the email. For example if you wish to start the email with the client’s name you can choose Client Full Name from the list of variables.  So in the example below my email would say “Happy Birthday John Doe!” when it was sent to John Doe and “Happy Birthday Mary Jones!” when it was sent to Mary Jones.
→ Click on Use Special Variables
→ Choose from the list of variables
→ Simply click on the variable below and we’ll insert it for you.


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