Email and SMS
Learn how to set up your emails and SMS for seamless client communication.
10 articles
- FAQ: Using the Email System in AdviserLogicFrequently asked questions about the email Module answered
- Email Group ManagementLearn how to easily create and manage client groups for efficient bulk email communication
- Adding an Email SignatureLearn how to create and manage email profiles in AdviserLogic to customise your sender details and signature for professional communication
- How to Change Import Email IDsLearn how to change your AdviserLogic Import Email ID
- Importing Emails into AdviserLogicLearn how to import emails into AdviserLogic to maintain accurate client records and file note management
- Using Email Templates in AdviserLogicLearn how to create, personalise, and manage reusable email templates for consistent client communication
- How to Send and Manage Emails in AdviserLogicLearn how to manage client emails, apply smart filters, personalise content, and log communications automatically using built-in email tools
- Tracking Sent Emails in AdviserLogicTrack sent emails in AdviserLogic using filters and status icons to view opens, clicks, and delivery history with ease
- Securely Sending Emails from AdviserLogicLearn why emails are sent from [email protected] and how to ensure clients reply to your email address
- Sending Emails and SMS from the Client Home ScreenLearn how to send emails and SMS directly from the Client Home screen in AdviserLogic - quick, effortless, & pre-filled with client details