Email copy | Voters

Email copy

Conrad Stel

It would be nice to be able to change the email copy for the initial email about "starting your services" and anywhere else that there is generic copy. Maybe the ability to just edit a couple templates you guys use.

April 14, 2021

Erin Olson

Merged in a post:

Ability to Brand Emails

Ricardo Camacho

We need to be able to customize the emails and the thank you emails.

May 25, 2021

Erin Olson

Merged in a post:

Ability to customize client emails

Erin Olson

Add the ability to customize layout, font, additional verbiage, attachments, etc.

April 16, 2021

Riddick Agency

Being able to customize emails is huge, so you can properly onboard clients properly, and be able to set clear expectations.

Hazel Geary

Yes! I agree. We would like the ability to customize the email with clearer directions. We have had a few clients ask us about the password on the next screen. They are confused if they are creating a new password or using one that they should have been assigned already. I think it just goes back to the ability to customize the messaging.