The Wealthbox Mail feature allows you to create email templates that can then be selected when composing messages. To create email templates:
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Navigate to your email settings by clicking the gear in the lower left corner of the Wealthbox email tab
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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:
