Email is an essential part of modern advice communications. With so much information being exchanged via email, it's important to ensure that your messages are clear, concise, impactful and compliant. And that's where XPLAN email templates come in handy.
An email template is a pre-written message coded into XPLAN that can be easily tweaked and improved to deliver a specific message. These templates can be customised to suit diverse situations and audiences, saving you time and effort while promoting consistency and professionalism in your communications. Here are some ideas to make your emails more engaging:
Ensure your emails are no wider than 600-800 pixels, allowing them to fit better within preview panes provided by many email clients.
Use email templates in tandem with XPLAN's advanced search feature. Advanced searches store search criteria that can be recalled on demand. Then load the search results directly into an email template and away you go. Using these functions in tandem ensures that as clients come and go in your business, they are automatically added or excluded from your messaging.
Keep your email designs simple; complicated designs can hinder communication by requiring HTML coding.
Set your XPLAN email templates to auto-create file notes as an audit trail of your communication.
Images in emails often get initially blocked or fail to load completely, so avoid a design that employs an image-slicing technique for the entire email.
Code your email template so that it specifically addresses your client's preferred name. "Dear valued client" should be avoided.
Avoid Flash or Javascript-heavy elements in your design, as these could slow down your email or cause incompatibility issues for the recipient.
Remember to consider mobile devices! Ensure that your email is easy to read on smaller screens. Will media files slow down the loading of this message? Are your links easy to press with a thumb?
An important step is to always test your email prior to sending it out to clients. For example, create an advanced search called "email test" that contains a small set of your team member emails. Send the email to your test clients so they can test across platforms and devices.
If you're interested in how XPLAN email templates can elevate your communication and productivity, give us a call at 1300 361 973, or visit our website at www.planfocus.com.au
