video1.0<iframe src="https://www.loom.com/embed/8fa074e45ed643f1bd7f9689b1267472" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/8fa074e45ed643f1bd7f9689b1267472-fe69cac87d3457b7-full.jpg565.307In this video, I walk you through how to customize your email communications with families using Party Pro, focusing on the proposal email template. I demonstrate how to edit the template to better reflect our funeral home's messaging and ensure it conveys the right information, including auto-filled fields for personalization. I also show you how to preview the email, adjust the layout, and add buttons for better visibility. Additionally, I discuss setting follow-up reminders and how to make one-off customizations for specific families. Please take the time to review and implement these changes to enhance our communication process.