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Send emails and SMS messages to clients

Send SMS messages

To use SMS messaging, you need to purchase Twilio account and link it to the process configurations. Also, you need to define phone numbers on the contact level.

Send emails

You can mass-send emails to contacts based on a contact, portfolio, transaction, or trade order search. You need to have email addresses for your contacts defined in the Contact window, Addresses tab.

Add email template

To send emails from the system, set up email templates. You can have multiple templates for different situations.

To add an email template, go to Preference → Reporting → Email and define the template values. When using the FA’s email server (default setting), the sender email must be Other values can be defined as needed.


Configure default email template and who to send to

You can choose which email template is used by default and which contacts the emails for portfolios, transactions and trade orders are sent to. Go to Tools → Administer → Communications and fill in the fields:

  • E-mail template name (as defined in the previous section under Template name) for each of the views that you can send emails from (Contacts, Portfolios, Transactions, and Trade orders). The template you choose is pre-selected in manual runs and directly used in scheduled runs.

  • Portfolio contacts to send e-mails. Select primary contact only, all contacts, portfolio asset managers or primary contact representatives. This selection is applicable when sending emails for portfolios, transactions, or trade orders. For contacts, it is always the contact itself.

Send an email to one client

To send an email to a single client, go to the Overview, right-click the contact in the Portfolio hierarchy, and select Reporting → Send messages. You can also right-click a portfolio and make the same selection.

Send an email to many clients

To send the same message to several clients at the same time, use the Contacts, Portfolios, Transactions or Trade orders view. Find the contacts, portfolios, transactions, or trade orders by searching, and click Reporting → Send messages.

Define the message subject and content. Choose if you want to store the message in the contacts' Tasks as well.


Emails are sent to the email addresses defined for the selected contacts when running from the Contacts view. On the other views, the contacts are found via the portfolio. Follow the instructions in the Configure default email template and who to send toto define which contacts are used.



Scheduled email sending

To schedule email sending against a saved view, follow the instructions for Scheduling in FA Admin Guide. Keep in mind, that in scheduled runs, the default e-mail template is always used. See section Configure default email template and who to send to above.