The Email Templates feature in AdviserLogic allows you to create pre-formatted, personalised emails that can be reused across multiple client interactions. Whether you're sending review reminders, onboarding messages, or policy updates, templates help streamline your communications while maintaining a professional, consistent tone.

Templates can include dynamic merge fields that automatically pull data from client records—ensuring each email is tailored and accurate, even when sent in bulk.

To access the Email Templates feature, navigate to the Emails section from the left-hand menu panel in AdviserLogic.

You can create an email template directly in the Email section by using the features within the Email Editor window in AdviserLogic.

The editor provides a familiar, Word-style interface designed to help you customise and format your message professionally and efficiently.

This is where you build, personalise, and save email templates for repeated use across your client communications.

This is the main content area where you create the body of your email. You can:

The Editor toolbar allows you to customise your email signature using various formatting tools.

Some tools like Tables and Images also offer additional formatting options once applied, allowing for more precise control over the appearance of your content. To access the additional options simply click on the table or image you wish to modify further.

The editor includes standard word processing tools, allowing you to type directly into the text box, format content, and copy/paste images as needed. Enter your email content in the large white free-text area.

To insert dynamic client/adviser data, select the Insert Code (gear icon) to access dynamic fields—these will populate individual client/adviser information even when generating bulk documents.

Once you've created your template, ensure all formatting—such as logos, fonts, links, and spacing—appears correctly before selecting Save from the bottom left of the window.

You'll be prompted to enter a template name and choose a template category from the drop-down menu to help organise and manage your templates effectively. Select OK to save your template.

To insert an existing template into your email, select the Template button located at the bottom of the email editor window.

A list of saved templates will open — simply choose the one you wish to apply. Select Ok to apply the template.

The Add Category window allows you to create and manage template categories to keep your templates organised and easy to access.

To create new template categories, select the Template button from the bottom of the email editor window.

Select the Add Category button from the top left of the Template Manager screen.

In the Category Name field at the bottom of the window, type the name of your new category (e.g., “Review Letters” or “Fee Disclosure”). Select Save to add the new category to the list.

The category will now show in the category list.

The right column of the Add Category window contains tools that allow you to edit or delete an existing category as needed.

Select the green pencil icon next to an existing category to rename it.

Select the red bin icon to permanently remove a category.

To access the Template Management options, select the Template button from the bottom of the Email main window.

The Templates window will open, displaying a list of your saved email templates.

Here, you can view each template’s associated category (if assigned). Use the View Categories button to expand and view the category associated with a template.

You can also access key template management options from the right column:

Use the Add Category button in the top right to create and manage categories.