At Tolerisk, we strive to adapt to various advisor work styles. If you wish to send your clients’ Investor worksheet links through Tolerisk, you can set up an email template in the Defaults section.
To access the Email Templates section -
- Click the dropdown on the top right side of the website.
- Then, head to the “Defaults” tab.
- As you scroll to the bottom, you will see the “Email Templates” section.
- Here, click “Add.”
- In the text editor that pops up, you can paste or type out your standard message.
- After you have done this, copy the two tags at the top and paste them at the bottom of the message you have curated.
- The “Test” button gives you a preview of what the message would look like on your client’s end.
- Then, click “Save.” To save your changes in our system, click the Update button at the bottom of the page.
- When you generate the link to send to your client, you will see a button that reads “Send link via email.” Once you click that, you will see a textbox where you can enter your client’s email. Enter their email and hit send. The client will receive an email in their inbox with the text that you have set on the Defaults page.
The video below will walk you through the steps above -