It is possible to edit the content of the automated notification emails by creating new email templates and replacing the default template. Please follow the steps outlined below if you’d like to customize your automated emails for your clients and/or affiliates.
In this article, you will learn about:
To start, make sure you have the following:
Can I edit the content/text in the default automated emails?
No, default templates can't be changed or edited. However, you can create new templates and replace the default email templates.
How can I create a new email template?
First, we recommend copying the default text from the default email templates.
Click on Settings in the Side Navigation menu
Click on External Emails
Locate the email that you would like to use as a basis and click on the template’s name to preview it
As an example, we'll use the Client Forgot Password (default) email.
Copy the text and close the preview
Click on View Email Templates
Click on + Add New Template
Enter the email’s Name and Subject
Please note the email’s name is not visible to your clients, but the Subject is.
Paste the default text copied in Step 3 into the Body editor
Edit the text as needed
The text {in brackets} are "placeholders" to automatically insert client, affiliate, or company data.
Click on View Placeholders to access the list of placeholders
The available placeholders are:
{company_name} - Name of company
{company_logo} - Logo of company
{company_phone} - Phone of company
{company_email} - Phone of company
{client_first_name} - First name of client
{client_last_name} - Last name of client
{dispute_item} - Dispute item of client
{invoice_number} - Number or ID of Invoice
{invoice_date} - Created Date of Invoice
{invoice_due_date} - Due Date of Invoice
{invoice_total_amount} - Total amount of Invoice
{affiliate_first_name} - First name of affiliate
{affiliate_last_name} - Last name of affiliate
{login_info} - Login info along with login URL of client or affiliate
{todays_date} - Today's dateImportant Note:
Please note that all placeholders are syntax-sensitive. These must be copied and added to the text exactly as shown in the list.
Click on Add Template
How can I replace the default email templates with the ones I create?
Once you are in the External Emails section, follow these steps:
Locate the email template that you need to edit and click on Edit
Select the new email template from the dropdown
Changes will be saved upon selecting the new email template