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Email Templates
Updated over a month ago

Email Templates

Email templates are a great way to save standard communications you might have with your clients.

Keeper is pre-loaded with a list of starred (🌟) default templates, but users can also choose to create a host of their own custom templates!

Only Admin and Manager users can access and edit Email Templates under the Templates tab.


Accessing Email Templates

There are a few ways to access email templates in Keeper

From the Client List

  1. Select Templates at the very top

  2. Navigate to the Emails tab

From the client's close page

  1. Click the drop down arrow next to the Home icon

  2. Select Templates

  3. Select Emails

From the Message Client button

  1. Go to Message Client at the top right of the close

  2. Select from the existing templates in the drop down, or

  3. Click on the Email Templates button

From the Practice Settings via email blast

  1. Go to Practice Settings

  2. Select Client Portal on the left

  3. Select All Contacts

  4. Click Send Email Blast

  5. Select from the existing templates in the drop down, or

  6. Choose to Manage Templates and create a draft email from there


Default Templates

Keeper comes stocked with several default templates. Starred (🌟) templates cannot be deleted. However, you can edit and save them.

Intro Email

An introductory email you can send to your clients with information on how the Client Portal works, as well as the link to their portal.

Intro Email (with Mobile App)

Introduce your client to the Client Portal and our new Mobile App!

Management Report Email

Attach and send their latest Management Report

Mobile App Announcement

Announce to existing clients that there's a new mobile app to use!

New Client Onboarding

Send this out to the new clients you are onboarding to your firm

New Client Onboarding (with Mobile App)

Include information on the new Client Portal app while introducing your client to Keeper

New Questions Email

A quick email to let your client know that you have new questions for them in their Client Portal

New Reports in the Portal

Tell your clients you published the latest financials

Receipts Intro Email

Introduce your clients to the new Keeper Receipts feature (Receipts is available only as a Premium add-on)

Reminder Email

The email we use when sending Automated Reminders

We Responded Email

Tell your clients you responded in the Client Portal


Custom Templates

Admins and users with Manager permissions have the opportunity to add new templates.

How to create a new email template

  1. Navigate to the Templates page

  2. Select Email

  3. Select Add New at the bottom of the list of existing templates

  4. Remember to Save your template when you're ready

If you're looking to customize the template further, try adding merge tags!


Merge Tags

To personalize your email templates, users can choose from a variety of existing Merge Tags.

These tags automatically insert custom information, such as names or other details, into your emails when the template is applied and sent to your contacts. Simply add the appropriate Merge Tag where you want the custom information to appear.

Merge tags are accessible within the template modal, and can be added by selecting + Add Merge Tags.

List of Possible Merge Tags

  • Client Name {Client_Name}

  • Client Portal URL {Client_Portal_URL}

  • Client Portal Password {Client_Portal_Password}

  • Client Portal One Click Link {Client_Portal_One_Click_Link}

  • Client Portal V2 Link {Client_Portal_V2_Link}

  • Contact First Name {Contact_First_Name}

  • Practice Name {Practice_Name}

  • Unanswered Questions Count {Unanswered_Questions_Count}

  • Sign Into Blurb {Sign_Into_Blurb}

  • Sign Into Blurb One Click {Sign_Into_Blurb_One_Click}

  • Vendor Request URL {Vendor_Request_URL}

  • Practice Phone Number {Practice_Phone_Number}

  • Client Receipt Forwarding Email {Client_Receipt_Forwarding_Email}


Previewing your Template

You can preview the email template right from the Templates page.

When manually sending an email template via the Message Client button, you will notice that any merge tags used will be customized within the email body.

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