Edit and personalize the default email notifications sent from your Client Portal. Convert locked defaults into editable templates, tailor content to your brand, preview with custom fields, and deploy with confidence. This guide covers navigation, editing, previewing, and best‑practice tips for Client Portal email templates.
TABLE OF CONTENTS
- What is Editing Default Email Templates in Client Portal?
- Key Benefits of Edit Default Email Templates
- How to Set Up Edit Default Email Templates
- Frequently Asked Questions
- Related Articles
What is Editing Default Email Templates in Client Portal?
The Edit Default Email Templates capability lets Client Portal Owners generate an editable copy of any system default email used by portal apps (e.g., Documents & Contracts, Courses, Certificates). Instead of building from scratch, you convert the default, customize the content, and set it as the active template for that notification.
Key Benefits of Edit Default Email Templates
Speed: Instantly convert a default into an editable template—no need to recreate from scratch.
Consistency: Keep the original layout while refining tone and content for your audience.
Personalization: Use merge fields/custom values to add dynamic details.
Accuracy: Preview with custom fields so you know exactly what contacts will see.
Control: Apply per‑notification edits across supported Client Portal apps.
How to Set Up Edit Default Email Templates
Following a clear setup sequence reduces errors and ensures your customized template activates for the intended notification.
Navigate to Sites → Client Portal → Settings → Email Settings
or Memberships → Client Portal → Settings → Email Settings.
Locate the Main Notification Features (Client Portal, Communities, Certificates, Courses).
Under the main features, for each sub-category notification, click on the Eye Icon to preview the template and click on Default Template button to start customizing.
You can click on the Select Template dropdown to select a previously saved email template as well.
After selecting the default template or an existing template, click on the Edit button to customize the email content in the editor.
Read the caution box and click on Proceed.
Use the Email Builder to edit the Email Template as you want. (To learn how to use create and edit emails, checkout our Email Builder Guide)
Save the template.
The Saved Template will be auto selected for the notification. Click on Save to confirm your choice.
Frequently Asked Questions
Q. Who can edit default email templates in the Client Portal?
Client Portal Owners with access to Email Settings. Role‑based visibility may vary by account configuration.
Q. Does saving a custom copy immediately activate it?
Yes. After saving, the customized version is used for that specific notification.
Q. Can I manage templates per function (e.g., Courses, Certificates, Documents & Contracts)?
Yes. Each supported function lists its notifications in Email Settings with template controls.
Q. Can I select templates I created previously?
They remain available. You can replace a notification’s default with your previously saved Email template.
Q: Can I switch back to the default template?
Yes.
Related Articles
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