Liscio's Rollout Email Templates

Liscio's Rollout Email Templates

As part of your Liscio rollout, clients should be prepped ahead of their invites. A great way of doing this is through an email campaign.

Liscio’s Rollout Email Templates are meant to relay the benefits of Liscio to your clients and provide them with information on the next steps, including the date of the invite.

Within the templates there is a section to add the date they will receive their Liscio invite, also know as your Liscio Go Live Date, and a section to add your firm's Liscio URL.

Please be sure to update these sections before sending out the emails:




Your firm’s Liscio URL can be found in the address bar when logged into Liscio.




We also recommend personalizing the templates. For example, let clients know what systems/apps you're replacing with Liscio.

Templates are attached.

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