Creating & Drafting Emails

This article explains how to add your company logo, update your email template footer text, configure template color settings, and preview your email template in AMS+. These set...

This article explains how to send test emails for Email Marketing campaigns in AMS+. Test emails allow you to review email content before sending it through email campaigns and ...

This article explains how to use the Enhanced Email Editor to build and format emails in AMS+. The Enhanced Email Editor is used in Servicing Email Marketing. Some email feature...

This article explains how to access, customize, save, and reuse signature template rows in the Enhanced Email Editor. Prebuilt signature templates are available and can be used ...

This article explains how to save, access, and reuse rows when building emails in the Enhanced Email Editor in AMS+.Requirements Email Marketing must be activated in your agency...

This article explains how to use merge tags to insert personalized data into emails and templates in AMS+ using the Enhanced Email Editor. These merge tags pull data from Agent ...

This article lists the available merge tags for the Enhanced Email Editor in AMS+. Use this reference to find the correct merge tag and the data it inserts when building emails ...

This article explains how to use the Legacy Email Editor to build and format emails in AMS+.The Legacy Email Editor is used in older Servicing Email Marketing campaigns and Serv...

This article explains how to create, manage, and insert saved content when building emails using the Legacy Email Editor in AMS+. Saved content is used in Email Marketing (Legac...

This article explains how to insert and use variable data when building emails in the Legacy Email Editor in AMS+. Variable data is used in Email Marketing (Legacy campaigns) an...

This article explains how to insert and use layouts when building emails in the Legacy Email Editor in AMS+. Layouts are available only in the Legacy Email Editor used in Servic...

This article explains how to insert and format images when building emails in the Legacy Email Editor in AMS+. Images can be added in Email Marketing (Legacy campaigns) and Auto...

This article explains how to use the Sales Email Editor to build and format emails in AMS+.The Sales Email Editor is used in: Sales Mass Email and Sales Workflows.Requirements E...

Overview Snippets and Merge Tags are field names that pull information directly from Sales Records (e.g., first name, carrier, product, renewal date) into your emails and SMS te...

Overview This article includes email templates you can copy and paste into AMS+ when writing email messages to Sales Records, either individually one-by-one or through Sales Mas...

Overview This article includes email templates you can copy and paste into AMS+ when writing email messages to Agent Records and Individual Records, either via Servicing Email M...