Skip to main content
Search
Financial spring clean campaign client email invite cover image

Financial spring clean campaign client email invite

Your email invitation template for the financial spring clean campaign.

You should only email clients and/or prospects who have the appropriate marketing permissions recorded in Xplan or IO.

Benefits

  • Show people how your expert financial advice can help to give their financial plans a refresh.
  • Save yourself time and effort by using a pre-written and approved template.
  • Use for both potential and existing clients.

How to use

  • Chose the relevant email template below and click the download button. The HTML file can be copied into Xplan, IO and Outlook for Mac.

Outlook template

  • Open the downloaded file.
  • Personalise the relevant fields in the email and send to your clients.
Download the Outlook template

HTML template

  • Open the downloaded file and then Select All (Ctrl + A) and copy/paste into your email system.
  • Personalise the relevant fields in the email and send to your clients.
Download the HTML template

Use this to