Email Using Template

Overview

This tutorial reviews how to send an email to a client using a template already made.

Estimated Time to Complete – 5 Minutes

Instructions

Before beginning, make sure you have:

• A templates created. Templates are managed through form letters. If you are not familiar with them, please refer to the page Form Letters

Click the tabs below based on the version of the Wise Option software you need instructions on.

Desktop App

Video How-To

For visual learners or those who prefer step-by-step guidance, we offer a concise instructional video below.

<Video Coming Soon>

Step-by-Step Guidance

1. Customer File > Form Letters.

2. Select the Category > Select Template.

3. Click Preview.

4. Review email content (adjust if needed) and send options.

5. Send.

Web App

This feature is not relevant or present on the Web App version of Wise Option.

Mobile App (iOS/Android)

This feature is not relevant or present on the mobile application version of Wise Option.

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Resources

Form Letters

Welcome!