Email Templates

Manage and customize the content and settings of your email notifications from the platform.

As an agency owner, you may customize the content of the emails that get sent to your clients from our platform. We offer an easy to way to edit the subject, title, body, and call-to-action of any of the templates we use to notify our own customers of platform events. To customize any of these templates, go to Agency > Emails.

Templates

The following templates can be edited to suit the needs of your agency:

1. Customer Export Complete - Sent after a bulk export of customers has finished processing.

2. Customer Import Complete - Sent after a bulk import of customers has finished processing.

3. Member Invited - The invite sent to your clients to join a project.

4. Password Reset - The password reset email, sent if your client tries to reset their password.

5. Reply Sent - Sent after the AI Assistant has replied to one or more reviews.

6. Report Created - Sent after a weekly review report has been generated. Only the intro paragraph is customizable.

7. Review Created - The notification for each new review, sent to any project member that has this notification option toggled on.

8. Review Export Complete - Sent after a bulk export of reviews has finished processing.

9. Review Import Complete - Sent after a bulk import of reviews has finished processing.

10. Sync Complete - Sent after an integration has finished syncing customer or review data. This typically happens after an integration has been connected to the platform.

11. Verify Email - Sent to any new user that signs up.

12. Verify SMTP - If your client opts to use SMTP email sending, this will be notification email sent to verify the configuration is working.

Email Settings

You can personalize the name and email address that your emails are sent from. By default, emails will be sent using your agency’s name and the address [email protected]. After connecting your own sending domain, you can modify the email address. Additionally, you have the option to include one or more reply-to addresses.