Summary
You can set up your templates to ensure team members are always updating the text with the tailored information. UpMail has several methods to ensure content is updated, and if it is not then there is a warning prior to sending.
Method 1 | Require users to upload or attach an updated document or link
This will force users to upload a document or link using a placeholder image.
Read more on how this is done by CLICKING HERE
Method 2 | Require users to update text within the template
Adding square brackets [[ ]] around a text will force users to update that text prior to sending the email. This is helpful when there are pricing and other details that shouldn't be ignored.
Read more on how this is done by CLICKING HERE