Send emails from templates and track follow-ups
Also listed as: Email templates & follow-up tracking
What is it?
Staff send emails built from reusable email templates, and Xelence can generate follow-up reminders and notices when a reply or document is still outstanding.
Why does it matter?
Fewer missed follow-ups and less time spent chasing outstanding responses.
Start thinking about
- How many letter and notice templates do you maintain, and which could be consolidated?
- What accessibility and plain-language standards must your correspondence meet?
- How will you provide translated correspondence, and who will check the translations?
- Who must approve legal or policy wording before a template is used?
- Which records-retention rules apply to the correspondence you generate and send?
- Which existing templates would you convert or modernize first when adopting new releases?