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No CE Credits

During this training session, you will learn how to create and use email templates in Equisoft/connect to streamline your client communication.

1. Review Key points​ – Use client data​ – Use filters to search​

2. Email template overview​ – Database settings​ – Default, Duplicate, Customize​

3. Create templates​ – From scratch​ – Formatting overview​ – Tips and Tricks​​

4. Ready to send​ – Launch an email campaign using your new templates​