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What is a “theme” in Wealthbox Mail?

Team Wealthbox
Team Wealthbox
  • Updated

Themes allow you to insert headers and footers into email templates. To add a theme:

  1. Navigate to your email settings by clicking the gear in the lower left corner of the Wealthbox email tab

  2. Click into the “Themes” tab and click the green “Add Theme” button

  3. This page allows you to apply basic formatting and insert merge fields to create your theme which can then be used within a given template