Email Template: Equity Research Market Commentary Video – September 2024

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  • File Size 787.00 KB
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  • Create Date September 6, 2024
  • Last Updated September 6, 2024

Email Template: Equity Research Market Commentary Video - September 2024

Instructions for sending Outlook templates:

  1. Download the template by clicking the above "Download" button.
  2. You will be asked if you want to Open or Save the file.
  3. If you choose Open it will automatically open the template in Outlook for you to send.
  4. If you choose Save, the file will Save to the destination you choose. Find the file that you saved and double click the file to open in Outlook.
  5. Add your client email list to the "BCC" line. (You must BCC your list, otherwise all recipients will be able to see each other's email addresses!)
  6. Click "Send"

Tips and Tricks

  1. With the template open in Outlook you can hold the "Ctrl" button and click the links to preview them.
  2. Remember: The message in the template is compliance approved. If you change the message it will need to be reviewed by compliance again before sending.

 

Preview of the email template: