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Email Templates

 

You have direct control over the content of your email templates. A SPoC can view and edit email templates using the Portal Admin page (for example, change content, add a logo, etc.).

Templates

Account ChangedSent when someone changes their User Account

Cancel My EventSent to an Event or Group's primary contact when someone cancels attendance

Cancel PledgeSent to Donors when they cancel a Pledge using the Portal

Cancel Recurring Gift: Sent to users when a recurring gift is canceled via the Portal

Create Account: Sent to a user who has just created a new User account on the Portal

Create Account FailureSent out to a staff member when account creation fails

Event Registration: Sent when someone registers for an event or pay off the balance of a previous registrations

Event RSVPSent to group members when a group leader sends an invitation to attend a group-specific event

Group/Event Message: Sent to group members when a group leader sends a message to their group

Group SignupSent to a Group Leader when someone signs up for their Group.

Make A Pledge: Sent out when a Donor makes a pledge using the Portal

My Calls Declined: Sent to the Planned Contact's manager If a user declines a call so they can make alternate arrangements.

My Calls Failed: Sent to the related manager if a user is using "My Calls" and logs a failed call

Online GivingSent when someone gives online (either online giving or mission trip giving)

Reset Password: Sent to the user's email address after they utilize the "forgot password" button on the login page

Update PasswordSent when a User updates the password using the Portal