From the Navigation Bar select Email IQ

Select the Email Templates button

Select the Practice Templates tab

Select the  + New Email Template button.

Select the Name of your new Email Template from the drop down

Create the Email Content utilizing Placeholder words and your own custom text.

These placeholder words can be added to your template so that each email sent using the template will include personalized information for each client that receives the email. Simply copy and paste the codes into your content box to apply them, or click them.

Note: The listed Placeholder Words will vary on the name selected for the Template

Example: If you add ${CLIENT_NAME} to the content of the email template; it will auto populate as the Client’s First Name who is receiving the email

A template that reads as:

Will be received by the client as:

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Submit to save.

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