Customizing Automated Emails

Customizing Automated Emails

Many of our email templates are located at Customization > Emails. However, some email templates are located in other areas. For example, the new member welcome email and renewal notice email templates are located in the Membership Level settings. This is because you can add add different welcome emails and renewal notices for each membership level.

Click on the name of an email template below to learn more.

Templates Located Under Customization > Emails

Membership

  1. Membership form/renewal payment receipt
  2. Membership form/renewal refund receipt
  3. Auto recurring renewal payment action required notification
  4. Auto recurring renewal payment failed notice
  5. Password request
  6. Admin new member notification

Event

  1. Event registration payment receipt
  2. Event registration payment due email
  3. Event registration refund receipt
  4. Admin new event registration notification

Forms/Carts/Donations

  1. Form/Carts Donations refund receipt

Invoice

  1. Invoice
  2. Invoice payment receipt
  3. Invoice refund receipt

Timeline

  1. General donation receipt
  2. General donation refund receipt
  3. General cart/other payment receipt
  4. General cart/other refund receipt

Payments

  1. Payment action required notification
  2. Payment failed notification


Templates Located in the Membership Level Settings

Templates Located in the Event Settings

  1. Event confirmation email

Templates Located in the Form Settings

Templates Located in the Job Board / Other Boards Settings

  1. Confirmation/receipt when new listing posted (no payment due)
  2. Confirmation when new listing posted (payment due)
  3. Confirmation when listing activated (approved and/or fee due paid)

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