Email templates

Does it happen that you often send similar message content? Did you know that at VSoft Insurance Broker you can define your own email templates? When sending messages with specific content, you do not have to create them from scratch each time.


Just go to the (Configuration) menu, then select E-mail Templates and add your own templates. After saving the template, it can be used many times when composing a new message.


An additional convenience is the ability to add tags to the template data. Thanks to this function, the messages you compose will be supplemented with personalizing information. For example: if you send a message from the level of the Correspondence tab on the policy and the content uses the {Name} and {Number} markers, then the message will be automatically completed with the name of the policyholder and the policy number.


By automating your messaging activities, you save time for other tasks. At the same time, it eliminates the risk of errors.

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See also