From the Navigation Bar, select Email IQ

Select Email Templates

Select the My Templates tab

Select the  + New Email Template button

‍Name your new Email Template

Create Email Content utilizing Placeholder words and your own custom text

The 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.

For 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:

Tip: Mark the checkbox 'Share With All Users' if this template is for all users.

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Submit to save

Click here to learn how to create a scheduled email in TiQ.