Customizing Email Subject Lines for Documents & Contracts in Advisor's Growth
Advisor's Growth now offers the ability to personalize email subject lines for documents and contracts, adding professionalism and customization to client communications. This guide will help you tailor these subject lines, maximizing the impact of your emails.
Steps to Customize Email Subject Lines:
Access the Settings:
Navigate to the Payments tab.
Select Settings under the Documents and Contracts section.
Change the Subject Line:
Customer Notifications: Personalize the subject lines for emails sent to customers, such as notifications for document receipt or when a signature is required.
Team Notifications: Customize the subject lines for internal emails, ensuring your team is kept up-to-date on document status changes.
Save Your Changes:
Once you’ve made the necessary updates, save the changes to apply them to all future emails.
Use Cases:
Sales Agreements: Customize the subject line to emphasize the urgency of signing a sales agreement.
Contract Renewals: Make contract renewal reminders stand out with a personalized touch.
Internal Team Notifications: Ensure clarity in your internal communications by creating distinct subject lines for document status updates.
Example Subject Lines:
Customer Notifications:
"Action Required: Sign Your Contract"
"Your Document Is Ready for Review"
"Document Received: Next Steps"
Team Notifications:
"New Contract Signed by [Customer Name]"
"Document Awaiting Your Approval"
"Update: [Document Name] Status Changed"
Why This Feature is Important:
Previously, users were limited in how they could structure email subject lines when sending documents. With this new customization option, businesses can improve both internal and external communication, increasing the likelihood that emails are opened and acted upon. This personalization feature boosts workflow efficiency and enhances client relationships.