sally.warncken's avatar
sally.warncken
Visiting Enthusiast
2 months ago

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 templates specifically for:

  • Annual Review Due (invite with link to online bookings)
  • Fee Consent Due (email to our client that their consent is due)

My goal is to include elements such as banners and improve the overall presentation to make the emails more captivating for our clients.

Does anyone have any resources or links within the Iress Community that demonstrate how to draft more detailed and visually appealing email templates in Xplan?

Thank you in advance for your help!

 

  • Hey Sally, hope you are well. I think both the previous suggestions are good - the Xplan email wizard is a little limited, but it can give you some good ideas on layouts etc.

    You can manually design the layout of an email template in Xplan by inserting a table with 3 rows - insert your banner into row one as an image, use row 2 for content and insert a footer image into row 3. Centre the table in the email editor and add in some basic code for recipient and sender sign off.

    Once you've got your base email template set up, test it across different mail clients (gmail, outlook) and devices (desktop, tablet, phone) to make sure the formatting and images appear as you want. Each time you want to create a new template, copy the source code from your base template and paste into the new template.

     

    There's good article in the Community around Email Templates: Design Tips from a few years back with useful tips like including images or video to make content more engaging or how to include an unsubscribe option by creating a hyperlink in the template that links to a custom boolean unsubscribe field.

    You can include social media icons as images and hyperlinks to your pages.

    It can take a little time to get right, but once you do, emails out of Xplan can look super professional and engaging.

  • laura.capozzi's avatar
    laura.capozzi
    Icon for Iress Contributor rankIress Contributor

    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.

  • sally.warncken's avatar
    sally.warncken
    Visiting Enthusiast

    Yes I have tried using the email template wizard - but find it very restrictive. 

    Do you use the template wizard? and how do you find them (would be good if xplan could update the selection).

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