Add multiple Email HEADER Template option and Footer/Signature Fields.
R
Regina Quirk
We use two different headers for client emails. It would be great if FMG allowed us to create multiple email header templates. As of now we submit 1st group of emails to compliance, then have to "Edit Email Design", switch the header, submit the new header to compliance, then add the body and submit that for the 3rd compliance approval. Two different email header layouts (same "body" content).
We also have more than one advisor and having more than one pre-approved template for the footer/signature field would be greatly appreciated, too. Creating multiple accounts for one company to switch between advisors for an email is not time efficient.
A
Ali Baldari
Merged in a post:
Landing Page & Email Design | Expand landing page and email design formatting options
V
Valerie Doble
A draw to FMG was our understanding that it would allow more efficient customization and personalized communications, but the lack of flexibility with formatting the landing page and email design does not meet this expectation.
- Fix the way a logo appears on the landing page, or better advise client (us) how to format logo uploads so it appears in a larger size at the top of the landing page. Currently, it is too small.
- Allow more formatting options. One "selling point" of FMG was that it allows clients to customize emails. The limited formatting options do not meet this expectation.
- Add ability to include website hyperlink to logo
- Add ability scheduling links to open in separate window
- Add ability to customize signature block so consistent with client's business email signature