July Statement Enhancements Email Template

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  • Version
  • Download 17
  • File Size 179.50 KB
  • File Count 1
  • Create Date August 2, 2021
  • Last Updated April 30, 2024

July Statement Enhancements Email Template

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.

A preview of the Outlook template is below: