---
title: Blueprint | Staging Advisor Email in Red Tail
description: How to set up an advisor email in Red Tail.
---

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# Blueprint | Staging Advisor Email in Red Tail

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This video walks you through how to set up an advisor email in Red Tail for Blueprint and its partnering firms. View the [Email Staging section](https://docs.google.com/document/d/1FfavQWNLjKo_AoEKAl1CdPcAOigIkR3G20YJbuZEw6g/edit?tab=t.0#heading=h.6q76d3t0aisr) on this Google Doc for additional steps, specifically for staging Blueprint's Monthly Note emails.

Note:

Make sure that the staged email has the following filled out for you to copy and paste (these should be in the email's corresponding Word Doc):

- Name
- Subject
- Category
- Email Body 
    - Use Ctrl + Shift + V to remove any formatting
    - Any yellow highlights signify a copy update or variable tag is needed – make the appropriate updates 
          - For variable tags, as long as they are properly inserted, no update is needed – see here for reference: [https://help.redtailtechnology.com/hc/en-us/articles/1260801550750-Broadcast-Email-Fields](https://help.redtailtechnology.com/hc/en-us/articles/1260801550750-Broadcast-Email-Fields)  
            Updating Spacing between paragraphs
    - Update any bullets/lists
    - Any teal highlights signify a link is needed 
          - Use the tracked URL in the Word doc
          - If the advisor instead attaches a PDF rather than sharing links, this step will not be needed and the PDF will be added later in the process
    - Check the last two boxes: 
          - Save Copy as Note
          - Send User A copy
    - Save email template

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