Email Templates
2 templates · Use {{first_name}} for personalization
Available tokens:
{{first_name}} {{last_name}} {{name}} {{email}} {{phone}} {{company}} {{attorney}} {{source}} {{stage}} {{questionnaire_url}}
{{questionnaire_url}} mints a fresh per-contact link to the EB-5 onboarding questionnaire when the template is loaded in the compose modal. Include it inline (as a hyperlink) or as a standalone paragraph.
Onboarding
Subject: EB-5 Project Exploration
Hello {{first_name}},
It was wonderful speaking with you today and I'm excited to help you on your EB-5 journey. As a first step, I've attach…
Project Options
Subject: Project Options
- Hello