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RealmMinistryPlatformPDSACSAccountingGivingConnectShepherdGrowth MethodGo MethodMissionInsiteGatherHeadMaster ChildcareTrust Center
RealmMinistryPlatformPDSACSAccountingGivingConnectShepherdGrowth MethodGo MethodMissionInsiteGatherHeadMaster ChildcareTrust Center

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How To

System Emails

Customize the default content of automated system emails that are sent after specific actions. This does not override custom scheduled emails, but it does become the default content.

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 site name 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: June 10, 2026