InsuredMine | Optimize and Grow Your Insurance Agency

Email – Templates 101

Design effective email campaigns to communicate with your customers and prospects.

Email Templates are a smart and easy way to standardize communication internally and externally. InsuredMine provides a broad category of an email template, which can be used as-is or modified as needed.

Accessing Email Template

  1. Click on Engagement in Left Navigation Bar.
  2. Select the Templates box from the bottom of the page.
  3. The next Screen displays all folders with Email Templates. On this page, you can edit, update, delete or add any new templates that can be used in Email CampaignsAutomation, or Work Email.

Edit Email Template

To edit an email template, select the template you want to edit,

  1. Click on 3 dots on the right side
  2. Click on option Edit and it will open up the editing page for the template
  3. Check out different buttons and their functionality for editing the template

Using Email Template

  1. Email templates can be when sending an email
  2. Click Select Template or reply option to respond to an email using a template
  3. Select a specific email template from the drop-down menu