Email Templates
Create reusable, professionally designed email templates for consistent communications
The Email Templates module in InvestGlass enables you to create reusable, professionally designed email templates for consistent client communications, marketing campaigns, and automated notifications. Templates save time and ensure brand consistency across all outbound communications.
What Are Email Templates?
Email Templates are pre-designed email layouts that can include dynamic merge fields, formatting, images, and standardised content. They can be used for manual one-to-one emails, bulk marketing campaigns, and automated system notifications. Templates support personalisation through merge fields that pull data directly from contact and account records.
How to Access Email Templates
- Log in to your InvestGlass instance.
2. Navigate to the left-hand sidebar menu.
3. Click on Email Templates to view and manage your templates.
Key Features
| Feature | Description |
|---|---|
| Visual Editor | Design templates using a drag-and-drop visual editor |
| Merge Fields | Insert dynamic data from contact, account, and other records |
| Template Categories | Organise templates by purpose (marketing, transactional, compliance) |
| Multi-language Support | Create template variants for different languages |
| Brand Consistency | Apply company branding, logos, and colour schemes |
| Preview and Testing | Preview templates with sample data before sending |
Creating an Email Template
- Navigate to Email Templates from the sidebar.
2. Click + New Template to create a new email template.
3. Choose a starting point: blank template or existing layout.
4. Design the template using the visual editor.
5. Insert merge fields where personalised content should appear.
6. Add your subject line with optional merge fields.
7. Preview the template with sample contact data.
8. Save the template to your library.
Using Merge Fields
Merge fields dynamically insert data from your CRM records into the email. Common merge fields include contact first name, account name, portfolio value, and upcoming meeting dates. This personalisation ensures each recipient receives relevant, contextual content.
Best Practices
Create templates for your most common communication types to ensure consistency. Test templates across multiple email clients to verify rendering. Keep subject lines concise and action-oriented. Include clear unsubscribe options in marketing templates for compliance.
Related Modules
Email Templates integrate with Campaign Monitoring, Automation, Contacts, and Audiences. They are the content layer that powers all email-based communications within InvestGlass.
Updated about 2 hours ago