InsuredMine CRM | Optimize and Grow Your Insurance Agency

New template in Template Builder- Mother’s day

A new email template for Mother’s Day has been created in Template Builder. You can send Mother’s Day messages to any client/ leads of your choice.

To see the enhancement:

  • Navigate to Engagement
  • Click on Email Template Builder
  • Click on Choose template
  • Scroll down to choose Mother’s Day 2021
  • Edit the template as required.
  • Click on save to save the template
  • Once saved you will get a notification for a successful saving of the template.
  • Navigate to the Email template folder
  • Select the Mother’s Day template that you have saved
  • Click on the 3 dots
  • Now you can select either Share, Edit, Move, Copy, or Send to Myself

Related Articles

Would you recommend this article?

Related Categories

Contact Us

Looking for more information or want to try one of our paid plans?




Generic filters

Most Search: Ams360Release Notes