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

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