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Sample Broadcast Email Templates

Sending emails from the Redtail CRM has many benefits! First, when emails are sent in bulk, each contact in the list receives their own email- and their name can even be pulled into the email body! Second, emails can be saved as notes when sent from within the CRM. And finally, email templates can ensure that clients are getting a consistent experience. Here is more about how to add 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 template.

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

Screen_Shot_2019-10-03_at_1.57.43_PM.png

 

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!

Screen_Shot_2019-10-03_at_1.59.11_PM.png

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>

  

Template Images: 

Right click over the image below to "copy image link". 

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

Do you have sample templates that you want to share? Check out our Google Forum to interact and collaborate with other Redtail users! 

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