BrokerEngine

Create an Email Template

Update standalone and integrated email templates

Edit or Customise an Email Template

Use information from BrokerEngine in templates

Merge Fields

Use additional email addresses in BrokerEngine

Create an Email Alias

Integrate your domain and send email from BrokerEngine

Set Up Your Email Outbox

Add a digital image of your signature or brand logo

Create a Digital Email Signature

Change the information a published field displays

Customise Content in Mail Merge Fields

Add more personalisation to your email templates

Use Mail Merge Fields in the Subject Line of an Email Template

Use Templates to Increase Efficiency

Write standalone messages and send them from your BrokerEngine account

Send an Email

Create Draft Emails in the Outbox

Shelley Maher

Emails & Email Templates

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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