The Wealthbox Mail feature allows you to create email templates that can then be selected when composing messages. To create email templates:

  1. Navigate to your email settings by clicking the gear in the lower left corner of the Wealthbox email tab
  2. Click into the “Templates” tab and click the green “Add Template” button:

This page allows you to apply basic formatting and insert merge fields to create your template which will then be available to choose from your “Compose” email pages:

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