Customizing E-mail Notifications in eDirectory

Introduction

After successfully configuring your eDirectory's e-mail settings, you might need to tailor the e-mail notifications sent to users and sponsors. This article guides you through the process of editing these notifications to align with your specific communication needs.

Accessing the E-mail Editor

  1. Log in as Site Manager: Access your eDirectory admin panel using your Site Manager credentials.
  2. Navigate to Design Tab: Locate and click on the "Design" tab within the admin panel's navigation.

  1. Open E-mail Editor: Within the "Design" tab, select "E-mail Editor."

Editing E-mail Notification Content

  1. Select E-mail to Edit: Click on the link under the "Name" column corresponding to the e-mail notification you wish to modify. For example, to edit the 30-day renewal reminder, click on its name.
  2. Content Type Selection: In the "Description" section, you can change the "Content Type" from the default "Text" to "HTML" if you require HTML formatting.
  3. Modify BCC and Subject: Adjust the "BCC" and "Subject" lines as needed for the specific e-mail notification.
  4. Edit E-mail Body: In the "Body" section, you can modify the e-mail's content.

  1. Personalize the Message: The "Body" section displays the default e-mail message. Feel free to personalize the text to better suit your communication style and requirements.
  2. Restore Default Message: If you are dissatisfied with your modifications, you can revert to the default message by clicking the "Restore Default Message" option located under "Options" (to the right of the "Description" section).

  1. Utilize Variables: The "Variables Description" section lists all available variables that you can incorporate into your e-mail. If a desired variable is not listed, it cannot be added to the e-mail.

  1. Save or Cancel Changes: To save your edits, click "Save" located at the bottom right-hand corner of the page. To discard your changes, click "Cancel."

Key Considerations:

  • Variable Limitations: Only the variables listed in the "Variables Description" section can be used within e-mail notifications.
  • HTML Formatting: Using HTML formatting allows for richer e-mail designs.
  • Default Message Restoration: Always have the option to revert to the original message.

Conclusion

By following these steps, you can effectively customize e-mail notifications in eDirectory to maintain clear and personalized communication with your users and sponsors. This level of customization allows you to keep the communications with your users on brand and professional.

Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.