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To generate an email using Email Templates, you first need to install the templates via the CRM Marketplace.
To install the email templates from CRM marketplace, follow the steps below:
To start using email templates, follow these steps:
Modern
Geometric
Minimalist
Vivid
Formal
You will be redirected to the template details page with more information.
Click "Install" again to install the template.
Enter the email subject.
Select your preferred email design template and click onto it.
The template will immediately be applied to your email content.
Amend the email content as needed.
If you have existing email content, a popup will appear when you select a template to inform you that applying the template will clear all current email content. Click "Confirm" to proceed.
The same notification will appear if you change email templates, so it is recommended to select your desired template before configuring the email content.
You can also remove the template by clicking "Remove Template". Doing so will clear all email content associated with the template.
The selected email design template may not display correctly with some email providers. It is recommended to test the email before sending it to clients to ensure proper formatting and appearance.
Clients will see published notices displayed at the top or bottom of the portal, based on your configured default position.
Notices remain visible across all pages within the Client Portal, ensuring consistent visibility regardless of where clients navigate.
If a notice message exceeds the banner length, it will be truncated with a “...” at the end.
Clients can click on the banner to open and view the full message in a larger format.
When multiple notices are published, the system will automatically rotate between them every 10 seconds.
Clients can also manually navigate between notices by clicking the left and right arrows on the banner.
At the bottom of the banner, navigation dots indicate the number of published notices and help users track which notice they’re currently viewing.
You can access a comprehensive view of all email notifications sent to clients. For each notification, the following details are available:
Recipient: Identifies the specific client(s) who received the email.
Subject: Shows the email’s subject line, providing a brief summary of its content.
Sender: Displays the email address from which the notification was sent.
Status: Indicates the current status of the email notification (e.g., sent, pending).
Create Time: Timestamp of when the email notification was created.
Creator: The user who created the email notification.
Send Time: Timestamp of when the email was actually sent to the recipient(s).
You can also perform the following functions:
You have the flexibility to customize email notification permission rights for backoffice users. Permissions can be tailored so that some users view all company emails, while others only access emails created by themselves or their team:
You can select different categories to filter and view specific email notifications:
You can also filter email notifications based on their delivery status. The available options are:
Draft: Emails that are being composed or edited but not yet sent.
You can quickly locate email notifications by searching with the recipient’s name or the sender’s name.
Partial match is supported.
You can refresh the page to retrieve the most up-to-date email notifications by clicking the "Refresh" button.
You can batch delete email notification records.
You can only delete emails you created, and the "Delete" button is available only when viewing the "View Own Data" report.
You can preview the email content by clicking the "Preview" icon.
The email will open in a new tab.
View Own Data: Shows only emails you created.
Direct Downlines: Displays emails created by your direct team members.
All Downlines: Displays emails created by both your direct and indirect team members.
Same Role: Shows emails created by other backoffice users with the same role as you.
Company Wide: Shows emails created by any member of the company.
To apply a filter, select the desired option from the dropdown list.
Delivery Failed: Emails that could not be delivered.
Partial Delivery Failed: Emails sent but only partially delivered, with failures to some recipients.
Sending: Emails that are currently in progress of being sent.
Successful Delivery: Emails that were successfully delivered to all recipients.
To filter by status, select the desired option from the dropdown list.
Select the emails you want to delete and click "Delete" icon.
A confirmation popup will appear. Click "Confirm" to proceed.
The selected email records will then be deleted.
You can only edit email drafts created by you.
For drafts not created by you, the "Edit" icon will not be available.
Make changes to the content and click "Send" when ready. For more details, see this section: Send Email Notifications
The Duplicate function is not available for draft emails; the icon will not be shown for drafts.
After duplicating, you can amend the email content before clicking "Send". For more details on composing email content, see this section: Send Email Notifications
The Notify module lets you keep your clients informed in three ways: email notifications, pop-up notifications, and Notices on the client portal. You can navigate and manage all three directly from the side menu, making it easy to provide timely updates and important information to your clients.
To generate an email using the Simple Method - Manual Entry way, follow the steps below:
Select the recipient(s) of the email. You can choose individual clients, client groups, client tiers, or individual leads.
Enter the email subject.
Enter the email content and format it as needed using the top toolbar.
Click "Preview" to review the email.
Click "Save as draft" to save the email and send it later.
Click "Send" to deliver the email.
The email will be recorded, and you will be able to see its status accordingly.
To generate an email using the HTML Code method, follow these steps:
Select the recipient(s). You can choose individual clients, client groups, client tiers, or individual leads.
Enter the email subject.
Paste or write your HTML code in the editor.
Click "Preview" to review how the email will look.
Click "Save as draft" to save the email and send it later.
Click "Send" to deliver the email.
The email will be recorded, and you will be able to see its status accordingly.
Leverage the AI Editor to create visually engaging email templates. You can install it from the CRM Marketplace. This powerful tool is designed to help you craft professional campaigns and promotional materials with ease. The AI Editor unlocks creative possibilities, enabling you to deliver impactful emails efficiently.
To install AI Editor, follow these steps:
The tools available are as below:
Organize your content into distinct sections or subsections by dragging the preferred block into your content.
Format the overall content using available functions such as Text Color, Background Color, Content Width, Content Alignment, and more.
Click the "Preview" icon.
Select "Device," "Tablet," or "Mobile" to see how your email looks on different screens.
Click "Install" to proceed with the installation.
Enter the email subject.
Navigate to "Advanced" to start using the AI Editor.
A popup notification will inform you that switching to Advanced mode will clear all existing email content. Click "Switch" to proceed.
Various tools are available. Please refer to:
Simply drag them into the content and amend accordingly.
This helps ensure your content displays correctly across all devices.
Columns
Divide your content into multiple sections for easier readability and a cleaner layout.
Select the number and distribution of columns you need.
Heading
Capture attention and provide structure.
Drag Heading into your content.
Add your text and configure the format.
Text
Add text blocks by dragging them into the content area.
Add your text and configure the format.
Image
Add images to enhance visual appeal.
Upload your image and configure the format.
Buttons
Create clickable call-to-actions.
Drag in a button.
Input the button text and add the target URL.
Dividers
Separate content sections for easier navigation.
Format the divider.
HTML
Add custom HTML for advanced formatting and styling.
Fill in the HTML code and configure the formatting.
Menu
Add interactive elements for actions such as visiting a URL, emailing, or calling.
Drag the menu into content.
Configure actions and format.
Social
Allows you to include your social media links in the email.
Drag and drop the Social element into your content.
Configure the links and display format for each social media platform.
Forms
Allows you to add a form directly into your email for clients to fill out.
Drag and drop the Form element into your content.
Configure the form questions and adjust the formatting as needed.
To generate a pop-up notification using the HTML Code method, follow these steps:
Select the recipient(s). You can choose individual clients, client groups or client tiers.
Enter the title.
Click the "HTML Code" icon.
Paste or write your HTML code in the editor.
Click "Preview" to review how the notification will look.
Click "Save as draft" to save the notification and send it later.
Click "Send" to send the pop-up notification.
The pop-up notification will be recorded, and you will be able to see its status accordingly.
You can view past email notification records by clicking "Historical Data".
Historical email notifications will be displayed, and you can:
Filter by user roles and permissions
To send out a new email notification, click "Send Email".
You have several methods available to draft your email content:
Manual Entry – Manually input your email content and send it to clients without specific design elements.
HTML Code – Create and design your email using HTML code for greater customization and visual appeal.
Search by recipient or sender
Refresh the data
Preview Email
Email Templates – Use pre-designed templates with professional layouts and styles to quickly enhance the look of your emails.
Advanced AI Editor – Leverage the AI-powered editor to generate email content. This tool provides suggestions, optimizes language, and helps you create compelling and effective communication.
Notices is a powerful tool that makes it easier to deliver important updates, announcements, and alerts directly within the Client Portal.
Whether it’s a planned system maintenance, regulatory update, or time-limited promotion, Notices ensure your message is seen by the right clients at the right time—reducing reliance on emails or external channels.
Fully customizable in appearance, language, recipients, and display duration, this feature gives you precise control over client-facing communication.
To send out a new pop-up notification, click "Create Popup".
You have several methods available to draft your pop-up content:
Manual Entry – Manually input your content and send it to clients without specific design elements.
HTML Code – Create and design your pop-up notification using HTML code for greater customization and visual appeal.
Advanced AI Editor – Leverage the AI-powered editor to generate content. This tool provides suggestions, optimizes language, and helps you create compelling and effective communication.
You can view past pop-up notification records by clicking "Historical Data".
Historical pop-up notifications will be displayed, and you can:
Filter by user roles and permissions
Create Time: Timestamp of when the notification was created.
Creator: The user who created the notification.
Status: Indicates the current status of the notification (e.g., sent, pending).
Send Time: Timestamp of when the notification was actually sent to the recipient(s).
You can also perform the following functions:
You have the flexibility to customize pop-up notification permission rights for backoffice users. Permissions can be tailored so that some users view all company emails, while others only access emails created by themselves or their team: Role Management
You can select different categories to filter and view specific pop-up notifications:
View Own Data: Shows only pop-up notifications you created.
Direct Downlines: Displays pop-up notifications created by your direct team members.
All Downlines: Displays pop-up notifications created by both your direct and indirect team members.
Same Role: Shows pop-up notifications created by other backoffice users with the same role as you.
Company Wide: Shows pop-up notifications created by any member of the company.
To apply a filter, select the desired option from the dropdown list.
You can also filter notifications based on their status. The available options are:
Draft: Pop-up notifications that are being composed or edited but not yet sent.
Sent: Pop-up notifications that were successfully sent to all recipients.
Revoke: Pop-up notifications that were previously sent but revoked.
To filter by status, select the desired option from the dropdown list.
You can edit pop-up notification by clicking the "Edit" icon.
Only pop-up notifications in the "Draft" status can be edited.
You can only edit email drafts created by you.
For drafts not created by you, the "Edit" icon will not be available.
Make changes to the content and click "Send" when ready. For more details, see this section:
You can duplicate previously sent pop-up notifications to conveniently resend similar content to clients.
Click the "Duplicate" icon to create a copy of the email.
The Duplicate function is not available for your own draft emails. However, you can duplicate drafts created by other users.
After duplicating, you can amend the content before clicking "Send". For more details on composing content, see this section:
You can revoke popup notifications that have already been sent, if you need to make changes or corrections.
Click the “Revoke” icon.
Only notifications with the status “Sent” can be revoked.
A confirmation message will appear, informing you that revoking will delete the notification from your clients’ view. Click “Confirm” to proceed.
For more information regarding revocation policies, refer to:
You can batch delete pop-up notification records.
You can only delete notifications you created, and the "Delete" button is available only when viewing the "View Own Data" report.
Select the pop-up notifications you want to delete and click "Delete" icon.
A confirmation popup will appear. Click "Confirm" to proceed.
The selected records will then be deleted.
Pop-up notifications can only be reversed within 2 hours after it is sent out.
Reversed notifications can be previewed, duplicated or deleted.
Different scenarios during reversal of pop-up notifications:
Logged In
No
Yes
Yes
Viewed Pop-up Notification
No
No
Yes
Outcome
Preview pop-up notification
View & Read Status
To generate a pop-up notification using the Simple Method - Manual Entry way, follow the steps below:
Select the recipient(s) of the notification. You can choose individual clients, client groups or client tiers.
Enter the title.
Enter the content and format it as needed using the top toolbar.
Click "Preview" to review the pop-up notification.
Click "Save as draft" to save the notification and send it later.
Click "Send" to deliver the pop-up notification.
The pop-up notification will be recorded, and you will be able to see its status accordingly.
You can set the default position where notices will appear on the Client Portal. Choose either Top or Bottom to best suit your communication needs.
Top: Notices will be displayed prominently at the top of the Client Portal screen, ensuring maximum visibility.
Bottom: Notices will appear at the bottom of the Client Portal, providing a less intrusive but still accessible location.
Refresh the data to view the latest status
No Pop-Up Notification shown upon logging in.
No records shown on notification page.
Pop-Up Notification will disappear upon refreshing the page.
Clicking “Learn More” will display an error message informing client that the message has been reversed.
No records shown on notification page.
Upon closing the Pop-Up notification and refreshing the page, the notification record will no longer be displayed.
Upon closing the Pop-Up notification and clicking it again, an error message will display informing client that the message has been reversed.
To start publishing Notices, the appropriate user permissions must be assigned:
Read Notices – Grants view-only access to existing notices.
Update Notices – Grants full access to create, edit, publish, and delete notices.
Once these permissions are assigned, the "Notices" option will appear in the side menu under the "Notify" module, allowing you to manage client communications directly.
By default, you will see the notices you have created. Use the dropdown menu to adjust your view to one of the following scopes:
Your Own Data – Notices created by you only.
Direct Downlines – Notices created by your direct downline users.
All Downlines – Notices created by all users in your downline hierarchy.
Company Wide – Notices created by any user within the company.
You can perform the following actions to manage your notices efficiently:
Locate the notice you want to view and click the "View" icon.
You can see all details of the notice but cannot make edits in view mode.
Locate the notice you want to edit and click the "Edit" icon.
Make the necessary amendments to any fields.
The "Publish" icon is available only for notices in Draft or Pending Update status.
To publish a notice, simply click the "Publish" icon.
The "Disable" icon is available only for notices that have been published.
To disable a notice, simply click the "Disable" icon.
Click "Save" to keep changes as a draft or "Publish" to update the notice status.
Notice Status Behavior on Edit:
Editing a "Draft" Notice keeps it in "Draft" status.
Editing a "Published" Notice changes its status to "Pending Update". You will need to publish it again for the changes to take effect.
Editing a "Pending Update" Notice keeps it in "Pending Update" status.
Notices with "Disabled" or "Expired" status cannot be edited. The "Edit" icon will not be visible for these notices.
You can have a maximum of 5 published notices simultaneously. If the limit is reached, attempting to publish another notice will trigger a notification warning.
To publish a new notice, please disable or delete an existing published notice first.
Once disabled, the notice will no longer be visible to clients, even if it is still within the scheduled display period.
To re-enable the notice, simply click the "Re-enable" icon. It re-enabled and within its valid display period, the notice will be shown again on the client portal.
A new draft notice with the copied content will be created. You will be redirected to the Edit Notice page to make any necessary changes.
A confirmation popup will appear. Click "Confirm" to proceed with deletion.
Leverage the AI Editor to create visually engaging email templates. You can install it from the CRM Marketplace. This powerful tool is designed to help you craft professional campaigns and promotional materials with ease. The AI Editor unlocks creative possibilities, enabling you to deliver impactful emails efficiently.
For more details, refer to:
To create a Notice, follow these steps:
Multi-Language Support – Click the "Language" icon to input content in multiple languages.
The available language fields will match those enabled for your Client Portal.
Content – Fill in the notice body. You may enter different versions for each enabled language. Note: Maximum 2,000 characters per language version.
Text Alignment – Choose between Left, Center, or Right alignment.
Font & Background Colour – Customise the appearance of the notice using your brand colours.
Client Groups – Select which client groups should see this notice, allowing for targeted delivery.
Time Settings – Set the Timezone, Start Date, and End Date for when the notice should be displayed.
Start Date: You may only select today's date or a future date.
End Date: Must be the same as or later than the Start Date.
Click "Publish" to confirm and schedule the notice for display. You can have a maximum of 5 published notices at any given time. If you reach this limit, you will need to delete an existing notice before publishing a new one.
Once you have saved or published your notice, it will appear in the Notices list where you can monitor and manage all entries. Each notice will display its current status:
Draft — The notice has been saved but not yet published or scheduled to show on the Client Portal.
Published — The notice has been confirmed for display and will appear on the Client Portal according to its scheduled start and end dates.
