Email Templates

Creating an email or newsletter template has never been easier

For every topic posted to your resources gallery, we’ll create an email template ready to be sent to your clients and prospects. Send the email as is or make changes using our integrated drag-and-drop email builder.

An email template is automatically created for every website post

Our email templates are beautifully designed, specific to your firm’s brand. Each email is strategically designed for maximum engagement by showcasing just one topic with an obvious call to action. Our emails receive two to three times the engagement of typical emails.

Edit existing templates or create your own

Our drag-and-drop email builder makes it easy to create and customize email templates; add additional topics or a firm update.

Create newsletters in minutes with draggable content blocks

For every topic posted to your resources gallery, there will be variety of designs you can choose from. Simply drag the topic and the layout you want and your newsletter will be ready to send in a flash.

BenchmarkONE Integration

Once the email is ready, post to BenchmarkONE through our direct integration.

Use with your existing email platform

If using another marketing platform, simply copy and paste the HTML code into any other email system.

FAQs for small businesses

We already have an email template, can we use it instead?

Of course, if you already have your own template, send it to us and we’ll recreate it for you in the platform.

Can we add firm updates and other personal information to our Newsletter?

Of course!  Pass along important upcoming dates, promotions, office closures and anything else you want.  The Drag and Drop email builder makes it easy.

We have both a CPA and Financial side of our firm, can we have multiple templates?

No problem, we can create different templates you can choose from when creating an email template.

Don't just take our word for it...

We’ve worked with Marketing by Numbers for several years on the content development side. They are always willing to jump in and help if an issue arises and are very customer focused. We recently began using the Benchmark One system and built out a custom email template using their new integrated drag and drop email builder. The interface they have created is intuitive and extremely user friendly. I can’t recommend it enough!

Leslie Paull

Vice President, Marketing LaPorte CPAs and Business Advisors.