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RealmRealm AccountingMinistryPlatformeGivingPDSACSConnectShepherdGrowth MethodHeadMasterRefresh WebsitesTrust CenterGo MethodMissionInsite

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How To

System Emails

You can customize a number of automated emails.

Note: System emails are sent automatically after certain actions are performed. This is different from scheduling emails, which is something you can choose to do when manually sending an email that requires customization every time.

The changes you make in the System Emails window will become the default for any custom email.

Customize System Emails, General Case

For long-term email edits.

You can rewrite many of these emails to include your own messages. If changed from the System Email window, an email is updated for all processes that use it until changed again.
Note: Invitation emails sent from the Converted Account tab can't be customized.
  1. In the top-left corner, click your ministry hub then Giving. Then click Main Menu > Settings > System Emails.
  2. Select the email you want to edit from one of the sections.
  3. Rewrite the subject, message, or signature to meet your needs.
  4. Drag the blue auto-text boxes anywhere you want that information included. Those with a red asterisk are required.
  5. Click Save.
    Note: If you select Reset to default, the email reverts to its original content.
    Your changes will be included in all future uses of this email.
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Last updated: November 6, 2024