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Broadcast Email Templates

To add these templates to your Redtail CRM database, copy the “Source Code” below the desired image within this document. Log into Redtail and click on your name in the top right corner of the database. Then select “Manage Your Account”.

Under “Manage Templates” select “Email Templates”

Click “New” in the top right corner.

Enter a Name and Subject for the email.

Click on “Source” on the far right of the tools menu. Screen_Shot_2019-10-03_at_1.30.33_PM.png

Paste the source code from this document into the text field. Click “Source” once more. The image and text from the template within this document will now appear in your database!

Graduation

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Source Code:

<img alt="" src="https://s3.amazonaws.com/redtail-media/RTU/RTU+2018/Masters+Attendees/Graduation.jpg" style="height:166px; width:780px" /><br /><br />Simply stellar achievement, ##firstname##!<br /><br />You put in the work, you put in the time, and now is the time to celebrate! Time to stow away those textbooks and once again enjoy the light of day. We are grateful to be a part of your achievement and we look forward to celebrating all your big adventures that have yet to come!<br /><br />If you ever need anything, please don&#39;t hesitate to reach out.<br /><br />&nbsp;

 

Retirement

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Source Code:

<img alt="" src="https://s3.amazonaws.com/redtail-media/RTU/RTU+2018/Masters+Attendees/Retirement.jpg" style="height:166px; width:780px" /><br /><br />##firstname##, you did it!&nbsp;<br /><br />We planned for this day and now it is finally here! Congratulations on you&#39;re well-deserved retirement. May this day bring you much joy as you transition to a new season in life. As always, our team is here to support you and answer any questions you may have now or down the road.<br /><br />If you ever need anything, please don&#39;t hesitate to reach out.

 

Happy Birthday!

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Source Code:

 <img alt="" src="https://s3.amazonaws.com/redtail-media/RTU/RTU+2018/Masters+Attendees/HappyBirthday.jpg" style="height:166px; width:780px" /><br /><br />&nbsp;&nbsp;&nbsp;&nbsp;Happy birthday to you,<br />&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Happy birthday to you,<br />&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Happy birthday dear ##firstname##,<br />&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Happy birthday to you!<br /><br />Did you read that in song? We sang to you!<br /><br />From all of us here at BUSINESS NAME, we are wishing you a day full of rainbows, ice cream and unicorns!<br /><br />As always, if you ever need anything, please don&#39;t hesitate to reach out.<br /><br />&nbsp;

 

25 Years Married

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Source Code:

 <img alt="" src="https://s3.amazonaws.com/redtail-media/RTU/RTU+2018/Masters+Attendees/25years.jpg" style="height:166px; width:780px" /><br /><br />Hello ##firstname## and ##spousefirstname##<br /><br />A relationship like yours is one of a kind, congratulations on 25 years!<br /><br />Roses are red<br />violets are blue<br />but a love like yours is ever true!&nbsp;<br /><br />Making poetry was never our specialty... we will stick to managing money and helping your family with future financial planning.&nbsp;<br /><br />If you ever need anything, please don&#39;t hesitate to reach out.

 

Invitation

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 Source Code:

 <img alt="" src="https://s3.amazonaws.com/redtail-media/RTU/RTU+2018/Masters+Attendees/YoureInvited+copy.jpg" style="height:166px; width:780px" /><br />&nbsp;<h1>##FAMILYNAME##</h1><p>Please join us for an event on</p><h2><strong>DATE</strong></h2><p>At</p><h2><strong>TIME-TIME</strong></h2>

 

Appointment Confirmation

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Source Code:

<img alt="" src="https://s3.amazonaws.com/redtail-media/RTU/RTU+2018/Masters+Attendees/Appt_Confim.jpg" style="height:87px; width:780px" /><br /><br />Hello ##firstname##,<br /><br />It was great speaking with you! Your appointment for <u><strong>DATE AND TIME</strong></u> is confirmed. Please bring (DOCUMENTS) with you.<br /><br />If you need to reschedule, please call or email us within 48 hours of your appointment.<br /><br />Looking forward to seeing you!

 

Template Images: 

YoureInvited.jpgThankYou.jpgRetirement.jpgHolidays.jpgHappyNewYear.jpgHappyBirthday.jpgGraduation.jpgCongrats.jpgAppt_Confim.jpgAppt_Cancel.jpgAnniversary.jpg50years.jpg45years.jpg40years.jpg35years.jpg30years.jpg25years.jpg20years.jpg10years.jpg5years.jpg1year.jpg

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