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Creating Email Templates
Creating Email Templates

Build Custom HTML Email Templates branded to your agency's standards for lead and client email marketing

Clu Connors avatar
Written by Clu Connors
Updated over a week ago

With a built in Email Template Editor, creating custom email templates for all marketing campaigns including Automated Workflows, Mass Emails and more was never easier. To help get you started, we have even dropped in a few pre-populated templates in your account when you sign up. 

Best Practice: Build a general signature template with your agent/company details so that you can build templates from copying that basic signature template rather than having to add those details each time.

NOTE: Since this video was created, the TEXT content option has been replaced by PARAGRAPH. If you've created a text element, it'll still work. Paragraph just formats things better, which is why Text was sun-setted.

ADDITIONAL FEATURE:
Saved Rows is now available. An updated full video tutorial will come soon, but check out Saved Rows HERE.


Video Walk Through:

Email Templates are used all throughout Radius for various needs and specific features including:

  • Automated Workflows: Automatically actions carrier out by Radius to send emails, text messages, calendar items and more as leads go through the sales process

  • Appointment Reminders: Reduce No Shows to your appointments by automatically sending reminders to the individuals you are going to meet with.

  • Mass Emails: Use email to market to a large group of leads or clients filter by Carriers, Products, Geographies and more. 

  • Individual Lead & Client Emails: Create and send specific emails to a lead or client to customize the message at the individual level

What are #Snippets# and Merge Tags?

The terms Snippets is used throughout Radiusbob. In the email template editor, you will see Merge Tags, which is the same thing. So what are they? They are the field names so that you can personalize your emails and text messages. So if you have a lead or client file for Hector Vector, whose product of Humana PPO 65 is renewing on 9/1/2021, you could have Snippets or Merge Tags for "Hi #FIRSTNAME#, your #CARRIER# #PRODUCT# is renewing on #RENEWALDATE#" which would then populate "Hi Hector, your Humana PPO 65 is renewing on 9/1/2021."

What's the Import/Export Template Button For?

If you need to share a template with someone outside of Radius, or add a HTML template into Radius, you can use the import/export feature. It's pretty much for teams that build templates in 1 Radius account but need to have another account holder send out a similar template. It's not used often, so we don't cover it in the training video.

What are the tips for a good email template?

We have an article for that. Go HERE.

Why don't I see Email Templates? I see DRIPS instead?

Email Templates is the new Drips. We moved some things around, so new accounts have their email template creation in Email Templates instead of in Drips.

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