Liscio's Client Introduction Email Templates

Liscio's Client Introduction Email Templates

As part of your Liscio rollout, clients should be prepared in advance of receiving their invitations. One effective method to achieve this is through an email campaign.

Provided below are ready-to-send emails optimized for mobile, tablet, and browser viewing. Here's how to get started:
  1. Swap the images with your custom branded images.
    1. If you have not received your images, please reach out to support@liscio.me.
  2. Input the date on which they will receive their Liscio invite.
  3. Copy and past the template into a new Outlook or Gmail message.
  4. Export your client contact list
    1. Export from Liscio or
    2. Copy from the data export you sent to Liscio
  5. Paste email addresses into the BCC of your Outlook or Gmail message, and Send!
  6. Follow the sames steps for the second and third announcement, or use the "send later" feature, to send over the next week or two.
  7. After announcements are sent, it's time to invite clients!


    Contact Us

       Email:  support@liscio.me 
       Call Us: (765) 566-7127
       Hours: Monday - Friday | 8 AM - 8 PM EST
        Subscribe to our YouTube channel Liscio CX



      • Related Articles

      • Liscio's Rollout Email Signatures

        As part of your Liscio rollout, clients should be prepped ahead of their invites. While Rollout Email Templates are the most critical way to do this, use of Email Signatures can aid in a greater adoption rate as well. Liscio's Rollout Email ...
      • Client Adoption & Liscio Implementation

        Client adoption takes a consistent and persistent effort from the firm. Here are a few ways to help build client adoption: Email Signatures Change employee email signatures to reflect your move to Liscio. Your message should reiterate that your firm ...
      • Liscio Organizer Client Announcement Template

        With the release of Liscio's Organizer feature, your firm may wish to communicate changes in how you will be putting organizers into your client's hands this year. Here's a template that you can use to make sure your clients know what's going on, and ...
      • Liscio Tax Return Delivery Client Announcement Template

        With the release of Liscio's Tax Delivery feature, your may wish to communicate changes to how your firm will be delivering tax returns this coming tax season. Attached are a template and image options. By communicating the changes in how your firm ...
      • Message Template Examples for Bulk Messages

        We have several bulk send message templates (found below) based on Contact Status: Active Users Tax Deadline Reminder Engagement Letter Reminder Would you like the option to eSign? New Users Welcome to Liscio! Invited Users Reminder: Set up your ...