Marketing - Email templates

Hi, I am looking to enhance the email templates in Xplan to make them more engaging and visually appealing. Currently, our templates follow the standard ‘letter’ format, but I would like to create ...

client engagement

xplan

laura.capozzi

Iress Contributor

7 months ago

Hi Sally,

I have found that using a HTML converter can sometimes be helpful and easy. You can build a good looking email template then copy and paste it into the converter to get your source code. This source code can then be copied and pasted straight into an email template. But beware of using CSS styling as this can cause issues, so keep it simple.

Also, if you use code in your template, its also useful to use the preview button to ensure the code works. This is faster than testing the email template on a test client.

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