Sending emails through AdviserLogic is a simple process that can help reduce the amount of data entry needed to keep your client records up to date.
For further time savings related to emails, please see How to import emails to AdviserLogic.
Step One
Open the Email in your Adviserlogic account from the left-hand side of the screen:
Once you're on the Email screen, there's a few things you may want to set up.
Firstly, clicking the blue "From" button will allow you to set up an Email Profile that includes your signature. You can read more about this here:
We strongly recommend you go through this article now, to ensure that you have an Email Signature set up and ready to use.
Step Two
Clicking the blue "To" button will allow you to select recipients for your email. Simply check the box next to the clients you want to contact or check the "select all" box at the top to select all.
You can use the "Filter Clients" menus to control which clients are available to select. There are two types of Filters:
1. General Filter: You can filter the clients by any category listed under General filters. Hit 'Apply' button after you've selected a respective filter as shown below:
The clients who belong to this category will appear down. Select them as per your requirements & Click 'Ok' to proceed further.
2. Financial Filters: You can filter the clients by any category listed under Financial filters. Hit 'Apply' button after you've selected a respective filter as shown below:
The clients who belong to this category will appear down. Select them as per your requirements & Click 'Ok' to proceed further.
A new feature has implemented under Financial Filters - FOFA Filters. You can now search clients on their FOFA details added in AdviserLogic under Fact Finder? FOFA Compliance. A group can be created based on respective categories. Refer to the below screenshot:
Note: Adviserlogic Emails are not sent as a group. Each select client receives their own, individual email from the system, so personal information such as Email Addresses will not be shared inappropriately.
Step Three
Next, you can fill in the subject line, and attach files as necessary. This works just like any other email client you've used.
You can then move down to the Body of your email, in the large white free-text area. If you've selected an email profile, your signature will appear here too.
You can type content freely, or copy and paste. If copying from a Word document, you should make use of the 'Preview' option to ensure that formatting is maintained.
Finally, you can use the "Insert Code" options to further automate your emails. These will insert special code segments that can allow, for example, the email to automatically fill in a client's name (pulling the information directly from their record in Adviserlogic), or insert a table showing their current insurance policies, as well as many other options.
To send the email, simply click the large blue "Send" button. If you've selected clients via the blue "To" button, any emails sent from this screen will automatically be created as File Notes against their record, saving you time and ensuring that all interactions with your clients are tracked and recorded.
Mail Merge feature in Email
Go to Email section> Compose Email. Add recipients, Type into the email body.
Click on Generate. Select 'Yes' to continue.
A document will be generated for all the clients. Save it to your desktop.
You can also send the email at the same time to your clients as well.
