Introducing Pre-written Customizable Message Templates

Pre-written customizable message templates are now available within the customization section of your newsletter builder and when sharing direct emails.

Keep clients and prospects engaged by delivering one-to-one tailored content without having to do additional work. Choose from over 20 different templates ranging from follow-ups, annual review meetings, and well-defined calls-to-action.


Frequent consumption of your communication is a strong indicator of client satisfaction. Boost your business and save time by leveraging these newly available templates.

*Some restrictions may apply, review your compliance workflow.