Customize Client Portal Email Notifications
About Editing Default Email Templates
You can personalize the default email notifications sent from your Client Portal by converting them into editable templates. This allows you to customize the content to match your brand, preview messages with custom fields, and confidently deploy tailored communications.
Key Benefits
- Save time: Start from a ready-made default template instead of building from scratch.
- Maintain consistency: Keep the original layout while adjusting tone and content for your audience.
- Add personalization: Incorporate dynamic details using merge fields and custom values.
- Ensure accuracy: Preview exactly what contacts will see before sending.
- Gain control: Apply customizations per notification across supported Client Portal applications.
How to Customize Email Templates
Access Email Settings
Navigate to Sites → Client Portal → Settings → Email Settings or Memberships → Client Portal → Settings → Email Settings.
Select a Notification to Customize
Locate the main notification features (such as Client Portal, Communities, Certificates, or Courses). Under each feature, find the specific notification sub-category. Click the eye icon to preview the current template, then click the Default Template button to begin customizing. Alternatively, use the Select Template dropdown to choose a previously saved email template.
Edit the Template
After selecting the default or an existing template, click Edit. Read the caution message and click Proceed. Use the email editor to modify the content as needed. Save your changes when finished—the saved template will be automatically selected for that notification. Click Save to confirm your choice.
Frequently Asked Questions
Who can edit default email templates?
Client Portal Owners with access to Email Settings can edit these templates. Role-based visibility may vary depending on your account configuration.
Does saving a custom template activate it immediately?
Yes. Once saved, your customized version becomes the active template for that specific notification.
Can I manage templates for different functions?
Yes. Each supported function (such as Courses, Certificates, or Documents & Contracts) lists its notifications in Email Settings with individual template controls.
Can I use templates I created previously?
Yes. Previously saved email templates remain available and can be selected for any notification.
Can I revert to the default template?
Yes, you can switch back to the original default template at any time.