Creating & Drafting Emails

Email template settings, using saved content, variable data, adding images.

  • Email Template Settings
    Overview In this article, you'll learn how to work with email template settings after you've activated Email Marketing or Automated Workflow. IN THIS ARTICLE Working with Email...
  • Tips for the Email Editor
    Overview Learn how to view and edit emails, add links, do advanced editing in HTML, and how to deal with attachments in Automated Workflow and Email Marketing. IN THIS ARTICLE ...
  • Using Saved Content
    Overview To help your agency manage email communications, use Saved Content to keep and reuse messages you send often. Saved Content lets you create reusable email messages in E...
  • Using Variable Data
    Overview Variable data are special fields that populate with information from records in your account. For example, agent and client names, addresses, and policy information. Va...
  • Inserting Layouts
    A layout is a pre-defined email structure to use when creating the email draft. There are 5 layouts to choose from.  Using Layouts On the toolbar within the email edit screen is...
  • Adding an Image to an Email
    An image can be added within the email draft edit. On the toolbar is an Image icon (see image below). Clicking on the icon will open a window to upload the image. You have the o...
  • Previewing & Testing your Emails
    Overview Before you send out that email, it's best practice to take a few moments to preview and test the email. This lets you double check your content and email layout. There ...
  • Templates for Sales Emails
    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...
  • Templates for Servicing Emails
    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...