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
Select Templates at the very top
Navigate to the Emails tab
From the client's close page
Click the drop down arrow next to the Home icon
Select Templates
Select Emails
From the Message Client button
Go to Message Client at the top right of the close
Select from the existing templates in the drop down, or
Click on the Email Templates button
From the Practice Settings via email blast
Go to Practice Settings
Select Client Portal on the left
Select All Contacts
Click Send Email Blast
Select from the existing templates in the drop down, or
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
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.
Management Report Email
Management Report Email
Attach and send their latest Management Report
Mobile App Announcement
Mobile App Announcement
Announce to existing clients that there's a new mobile app to use!
New Client Onboarding
New Client Onboarding
Send this out to the new clients you are onboarding to your firm
New Client Onboarding (with Mobile App)
New Client Onboarding (with Mobile App)
Include information on the new Client Portal app while introducing your client to Keeper
New Questions Email
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
New Reports in the Portal
Tell your clients you published the latest financials
Receipts Intro Email
Receipts Intro Email
Introduce your clients to the new Keeper Receipts feature (Receipts is available only as a Premium add-on)
We Responded Email
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
Navigate to the Templates page
Select Email
Select Add New at the bottom of the list of existing templates
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.
