Email templates are a way to save standard communications you might have with your clients.
Note: Admins and Super Admins can only edit Email Templates. |
Accessing Email Templates
There are two ways to access email templates in Keeper:
From the Client List
Click Templates
Click Emails
From any client's close
Click Client Portal
Click Client Emails
Click Email Templates
Default templates
Keeper comes stock with seven default templates:
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
New Questions Email – a quick email to let your client know that you have new questions for them in their Client Portal
Reminder Email – the email to use when sending automated reminders
For more info on automated reminders, see Email Notifications
We Responded Email – tell your clients you responded in the Portal
New Reports in the Portal – tell your clients you published the latest financials
Management Report Email – attach and send their latest Management Report
New Client Onboarding – send to new clients you are onboarding to your firm
Custom templates
You can customize any of the above three default templates or create your own to use here.
You can use Merge Tags to add customization to these templates. The available merge tags are:
Client Name – the client's name
Client Portal URL – the link to your client's portal
Contact First Name – the first name of the Client Portal Contact you're emailing
See also: Contacts
Practice Name – your practice name
Unanswered Questions Count – the count of unanswered questions in the Client Portal
Sign Into Blurb – a hyperlink to their Client Portal that says "sign into the Client Portal"