Using Pre-Written Emails With Replaceable Tokens

Effortlessly Customize Pre-Approved Emails Without Another Compliance Review

Your broker-dealer may provide access to pre-written, pre-approved emails that contain replaceable tokens. These emails, created by your B/D, include tokens designed to be replaced with the correct information. This process allows minor edits to bypass compliance. In this guide, we will show you how to locate and use this content.

1. Navigate to the Content Library, where agency-created emails are stored. Locate the desired pre-written email that contains replaceable tokens.
2. Click on the email title to open a preview. A message will appear at the top of the preview, notifying you that the temporary tokens must be replaced before sending the email.
3. Select “Use” next to the email to enter the builder interface. You will see a notification at the top indicating that the email needs customization before scheduling.
4. Click the “Schedule Email As Is” button to enter the Email Tokens modal:
5. Fill in the required email fields. You can also preview the email and send yourself a test email. 
6. Once satisfied with the customization, proceed to schedule the email as you normally would.

Note that the email will bypass compliance checks as long as only the tokens have been edited, ensuring a swift and efficient scheduling process! Happy emailing!