Client emails

Find out how to maximize the impact of your emails with Salesforce’s easy-to-use templates!

How to use client emails?

We are constantly adding client email templates to reflect in-season products, client needs and product updates.

Most clients prefer communicating via email.

QUICK AND INTUITIVE

  1. Go to your client’s account in Salesforce
  2. Click on “E-mail”
  3. Insert a template
  4. Select the desired template
  5. Customize e-mail content if desired

The advantages of using client emails

Start using them today! Thanks to Canada's anti-spam legislation and email filtering improvements, your messages will end up in your clients’ main inbox, making it more likely they will be read.

Here are several advantages to consider:

  • Contact multiple clients at the same time
  • Generate leads
  • Share your personalized links
  • Personalize emails with your contact information
  • Stay top of mind for your clients
  • Use bilingual tools
  • Benefit from constantly updated tools

Best practices

  • Keep the email simple: one key message, one action for the client.
  • Keep your client email list up to date.
  • If a client doesn't want to receive any more emails, remove them.
  • If an email comes back undelivered, you can contact the client to verify their contact information.
  • You may want to segment your clients based on the products they own to send them emails in line with their needs.