Create stunning, branded emails your clients actually want to read
Drag and drop content blocks, customise colours and fonts to match your brand, insert dynamic merge tags for personalisation, and push finished templates directly into your automation workflows — all without writing a line of code.
Welcome to Advizo, James!
Thank you for choosing us for your mortgage journey. Your adviser {{adviser.name}} is ready to help you every step of the way.
© 2024 Your Firm Name · Unsubscribe
A visual email builder that makes every communication look professional
Related capabilities: Automations & Tasks, Message Hub, Client Portal
Drag-and-Drop Builder
Build email templates visually with a canvas-based editor. Drag content blocks — titles, paragraphs, images, buttons, tables, dividers, social icons, and videos — into your template and arrange them exactly how you want.
Brand-Matched Styling
Customise every visual aspect to match your firm's identity — logo placement, brand colours, font families, heading sizes, link colours, and content alignment. Every email looks and feels unmistakably yours.
Dynamic Merge Tags
Insert personalisation tags like {{client.first_name}}, {{firm.name}}, {{case.reference}}, and {{adviser.phone}} to make every email feel personal. Recipients see their exact name, adviser, and case details — not generic placeholders.
Push to Automations
Once your template is ready, push it directly into any automation workflow. Welcome emails, renewal reminders, follow-up sequences, and status update notifications — all triggered automatically when business events occur.
Desktop & Mobile Preview
Switch between desktop and mobile previews instantly to see exactly how your email renders on every device. Test send to your own inbox before going live and ensure pixel-perfect delivery across all email clients.
Template Validation
Built-in checks scan your template for issues — unrecognised merge tags, text too small for mobile, missing alt text, and incomplete content blocks — so every email meets deliverability and accessibility standards.
Colour Customisation
Full colour control for backgrounds, text, borders, and buttons on every block. Pick from your brand palette or enter custom hex values. Consistent branding across every email without design expertise.
Inline Text Editing
Double-click any text block to edit directly on the canvas. A floating toolbar provides font size, bold, italic, alignment, and merge tag insertion — so you can compose and format in-place without switching panels.
Responsive by Default
Every template built in Email Studio is automatically responsive. Content reflows cleanly on mobile devices without extra configuration — your emails look great on desktop, tablet, and smartphone.
See it in action
Explore the interactive demo below to experience how this feature works in Advizo.
Time to Renew Your Mortgage, {{client.first_name}}!
Your mortgage is coming up for renewal, and this is a great opportunity to review your options. At {{firm.name}}, we can help you find the best rates and terms that suit your financial goals.
We understand that your circumstances may have changed, and our advisors are here to guide you through the renewal process with ease. Whether you're looking for lower rates or better terms, we're committed to helping you make the most of your mortgage renewal.
{{firm.name}} · {{firm.address}} {{firm.phone}} · {{firm.email}}
Built for real advisory workflows
Here's how firms like yours use this feature every day.
Branded welcome emails
Create a warm, professional welcome email with your firm's logo, brand colours, and a personalised greeting using merge tags. Push it to your new-client automation and every new client receives a polished first impression automatically.
Renewal reminder campaigns
Design a renewal email template with the client's name, current lender, ERC end date, and a call-to-action button. Connect it to your remortgage automation — 6 months before expiry, the email sends itself.
Monthly firm newsletters
Build a newsletter template with sections for market updates, rate changes, firm news, and featured case studies. Reuse the same layout each month, updating only the content — consistent branding every time.
Completion congratulations
Create a celebratory email for case completion with the client's name, property address, and a referral CTA. Triggered automatically when the case status changes to Completed — personal, timely, and professional.