Email Templates in Stax CX give you a repeatable, branded way to communicate with clients and plan sponsors directly from the platform.
Key Benefits
Faster Communication – Launch pre‑built emails in one click instead of rewriting messages.
Brand consistency – Every email uses your logo, colors, and signature block.
Personalized at scale – Merge fields pull plan and sponsor data automatically.
Error reduction – Pre‑approved copy minimizes typos and compliance missteps.
Scalable playbooks – Clone templates for new plan types in minutes.
Step 1: Access the Email Templates library
Navigate to Library › Emails in CX to view all existing templates.
Step 2: Create a new email template
Click New Email Template to start from scratch or duplicate an existing one.
Step 3: Choose template type
Select Branded Email for styled messages with your logo, or Text Email for a simple plain‑text send.
Step 4: Customize the branded template
Use the rich‑text editor to add your logo, brand colors, buttons, and signature blocks.
Step 5: Insert merge fields
Pull dynamic data—like client names, plan year, or sponsor website—using the Add Variable button.
Step 6: Preview & switch to text
Toggle Switch to Text to see how the message looks as plain text, ensuring alignment for every inbox.
Step 7: Configure recipients & fallback
Add To / CC / BCC recipients and set whether to send when a contact is missing.
Step 8: Manage existing templates and send email
From the list view you can edit and send standardized email templates.
If you have additional questions, please reach out to [email protected] or use the chat button in the bottom right corner!