- Version
- Download 163
- File Size 2.88 MB
- File Count 1
- Create Date November 4, 2020
- Last Updated April 30, 2024
Instructions for sending Outlook templates:
- Download the template by clicking the above "Download" button.
- You will be asked if you want to Open or Save the file.
- If you choose Open it will automatically open the template in Outlook for you to send.
- 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.
- 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!)
- Click "Send"
Tips and Tricks
- With the template open in Outlook you can hold the "Ctrl" button and click the links to preview them.
- 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:
