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Investing campaign client email invite cover image

Investing campaign client email invite

Your email invitation template for the investing campaign.

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

Overview

Benefits

  • Encourages people to explore the benefits of investing their money with the help of an adviser.
  • 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