Emails can be sent to clients through Client Manager, either on an individual/ad hoc basis or in bulk to clients to communicate a required notification.
Emails sent through Client Manager are automatically saved against the client record for record-keeping and can be referred to at a later date.
Email templates are HTML rich, meaning that you are not limited to basic text when creating the content of your emails.
To create an email template:
- Menu > Practice Management > Template Management
- Expand on Email Template
- Select on a Folder > Actions > New Document
- The blank email template will have three lines of code present:
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{Email.MailToStart} {Email.MailToEnd} - if required, this code will build in a permanent recipient to the email (an example of this might be if you are regularly sending insurance applications to different providers, and each provider likes their application in a specific format; you could create the template in Client Manager and it would always send to the relevant provider)
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{Email.SubjectStart} {Email.SubjectEnd} - the subject code will allow you to build in what the subject line of the email should be for recipients.
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{Email.ContentStart} {Email.ContentEnd} - the content code will control the body of the email; anything that is included between these two codes will form the body and contents of the email.
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- If you do not require one of the tags, you do not need to remove it as it will hide once the emails have been sent.