Email Templates

Customize the emails sent to your clients

Template Types

Request, Reminder, Completion

Variables

Dynamic placeholders

Emails Sent

This month

Customization

Full

HTML editing enabled

Email Template Editor

Customize the emails sent to your clients

Subject Line

Available Variables

HTML Template

<!DOCTYPE html>
<html>
  <head>
    <meta charset="utf-8">
    <meta name="viewport" content="width=device-width, initial-scale=1.0">
    <style>
      body {
        font-family: Arial, sans-serif;
        line-height: 1.6;
        color: #333;
        margin: 0;
        padding: 0;
      }
      .container {
        max-width: 600px;
        margin: 0 auto;
        padding: 20px;
      }
      .header {
        background-color: #2c3e50;
        padding: 20px;
        text-align: center;
      }
      .header h1 {
        color: white;
        margin: 0;
        font-size: 24px;
      }
      .content {
        padding: 20px;
        background-color: #f9f9f9;
      }
      .button {
        display: inline-block;
        background-color: #3498db;
        color: white;
        text-decoration: none;
        padding: 12px 24px;
        border-radius: 4px;
        margin: 20px 0;
        font-weight: bold;
      }
      .footer {
        padding: 20px;
        text-align: center;
        font-size: 12px;
        color: #666;
      }
      .forms-list {
        margin: 15px 0;
        padding-left: 20px;
      }
      .forms-list li {
        margin-bottom: 5px;
      }
      .note {
        background-color: #f8f4e5;
        padding: 10px;
        border-left: 4px solid #e6b422;
        margin: 15px 0;
      }
    </style>
  </head>
  <body>
    <div class="container">
      <div class="header">
        <h1>BoxForms</h1>
      </div>
      <div class="content">
        <p>Dear {{clientName}},</p>

<p>Thank you for choosing our services. We have prepared the following forms for you to complete:</p>

<ul class="forms-list">
          {{formsList}}
        </ul>

<p>Please click the button below to access your secure forms portal:</p>

<div style="text-align: center;">
          <a href="{{magicLink}}" class="button">Access Your Forms</a>
        </div>

<div class="note">
          <p><strong>Important:</strong> This link will expire in {{expirationDays}} days. Please complete all forms at your earliest convenience.</p>
        </div>

<p>If you have any questions or need assistance, please contact us at {{contactEmail}} or {{contactPhone}}.</p>

<p>Thank you,<br>
        The Team</p>
      </div>
      <div class="footer">
        <p>Powered by BoxForms.io</p>
      </div>
    </div>
  </body>
</html>

Live PreviewSubject: Your Estate Planning Package Forms...

Dear John Doe,

Thank you for choosing our services. We have prepared the following forms for you to complete:

Personal Information Form
Asset Inventory
Beneficiary Designation

Please click the button below to access your secure forms portal:

Access Your Forms

Important: This link will expire in 30 days. Please complete all forms at your earliest convenience.

If you have any questions or need assistance, please contact us at support@example.com or (555) 123-4567.

Thank you,
The Team

Preview Data

Customize values to test how your template looks with different data

Client Name

Form Packet Title

Contact Email