Portal

Edit default email templates in the client portal

Turn any default client portal notification email into an editable template, customize the content, and set it as the active template for that notification. Instead of building from scratch, you convert the default, tailor the content and tone, and the customized version is used automatically from then on.

What you can do

  • Speed: convert a default into an editable template without recreating it from scratch.

  • Consistency: keep the original layout while refining the content for your audience.

  • Personalization: add merge fields or custom values for dynamic details.

  • Accuracy: preview with custom fields so you know exactly what members will see.

  • Control: apply per-notification edits across the supported portal apps, such as Courses, Certificates, and Documents & Contracts.

Open Email Settings

Reach the same settings from either the Sites menu or the Portal and Groups menu.

  1. Go to Sites > Client Portal > Settings, or Portal and Groups > Client Portal > Settings.

  2. Open Email Settings.

Edit a default template

Start from the default template or a template you saved previously, then customize it in the Email Builder.

  1. In Email Settings, locate Main Notification Features (Client Portal, Communities, Certificates, Courses).

  2. For the notification you want to customize, click the eye icon to preview the current template.

  3. Click Default Template to start from the default, or open the Select Template dropdown to choose a template you saved previously.

  4. Click Edit to open the template in the editor.

  5. Read the caution box and click Proceed.

  6. Customize the email with the Email Builder. See How to use the Email Builder.

  7. Save the template. The saved template is selected automatically for the notification; click Save to confirm.

After saving, the customized template is used for that specific notification immediately. You can switch back to the default template at any time.

Customize badge and certificate notification emails

Badge and certificate notifications have separate email templates in Email Settings: Badge Issued, Welcome Badge Issued, and Certificate Issued.

Customize the Welcome Badge Issued template to tailor welcome-badge messaging without affecting other badge emails. When a welcome badge is issued on enrollment, its email automatically uses the Welcome Badge Issued template, and you can adjust its mute settings.

Frequently asked questions

Who can edit default email templates?

Client portal owners with access to Email Settings. Role-based visibility may vary by account configuration.

Does saving a custom copy immediately activate it?

Yes. After saving, the customized version is used for that specific notification.

Can I manage templates per function, such as Courses, Certificates, or Documents & Contracts?

Yes. Each supported function lists its notifications in Email Settings with template controls.

Can I use a template I created previously?

Yes. Previously saved email templates remain available, and you can replace a notification's default with one of them.

Can I switch back to the default template?

Yes.

Was this helpful?
Was this helpful?