Key Topics Covered:
Accessing email templates: Where to find and edit email templates in settings
Types of emails that can be customized: Proposal emails, vitals reminders, form completion notifications, payment receipts
Customizing the proposal email: Adding personalized instructions, branding, and guidance for families
Email variables: Using dynamic fields (family name, case details, links) in templates
Adding instructions for families: How to guide families through the Online Arranger in the email itself
Preview and testing: Sending test emails before going live
Best practices: Tone, clarity, and what information to include
Video Walkthrough: