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November AMA 2025 - Custom Outbound Emails

Learn how to send, customize, and manage outbound emails directly from a case in Parting Pro using the Custom Emails feature.

Updated over 2 weeks ago

๐Ÿ“˜ What Youโ€™ll Learn

  • How custom outbound email can streamline family communication

  • Ways to ensure consistent, professional messaging across your team

  • How to use and customize email templates for follow-ups and reminders

  • Best practices for creating clear, compassionate, and efficient emails

  • How to track messages to ensure nothing falls through the cracks

  • Step-by-step demos on using and creating email templates inside Parting Pro


๐ŸŒŸ AMA Summary

In this month's AMA, we introduced our new custom outbound email feature, built to streamline and simplify how you communicate with families. We covered the common challenges funeral homes face, like inconsistent messaging and difficulty tracking communication, and showed how our reusable email templates can solve these issues.

We also walked through real examples of effective follow-ups and reminders, and demonstrated how the new email workflow functions directly within Parting Pro.


๐Ÿ“น Full Video

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