Email Templates
White-label portal email copy for invites, review alerts, reports, imports, exports, syncs. Tweak appearance and sender settings.
What it does
Agency Email controls the messages your white-label portal sends to clients and their team members about reviews, ratings, feedback, imports, exports, invitations, password recovery, AI replies, weekly reports, and reputation activity. You can match the tone of your brand while keeping layout and delivery consistent.
Emails that ask an end customer to leave a review are edited inside each project under Settings, Email. This page only covers agency notifications to people who use your portal.
How to use it
Open Agency in the sidebar, then click Email. You will see three sections, each with its own Save button.
Templates
Use the dropdown at the top of Templates to pick which notification you want to edit.
Update Subject, Title, Body, and Call to action (the main button label) as needed. The body editor supports rich formatting.
Click Save for that template.
Use the placeholder chips or insert patterns like {{project_name}} where the editor offers them. They are filled in automatically when the message is sent (for example project name, date range, or review text).
Available placeholders depend on the template you chose. If a field is not listed for that message, the platform does not substitute it there.
Click Preview to open a window with desktop and mobile layouts. You can switch templates inside the preview to compare them.
Appearance
Under Appearance, choose Text alignment (left or centered) and Font family for these emails. Click Save when you are done.
Settings
Under Settings, set Sender name and the Sender email address people see. You can add one or more Reply-to addresses; separate multiple addresses with commas.
If your sending domain is not active yet, the sender address field stays limited until you finish Domain setup. Use the link in the caption to open Agency, Domain, then return here after DNS is verified.
Until your own sending domain is connected and verified, notification mail may come from the platform default address instead of your brand. See Domain Setup for the full walkthrough.
Notification types
These are the template names you will see in the dropdown, in plain language:
Customer Export Complete. Sent when a bulk export of customers finishes and a download is ready.
Customer Import Complete. Sent when a bulk import of customers finishes.
Member Invited. The invitation when someone is asked to join your portal or a space you manage.
Password Reset. Sent when a user starts a password reset.
Reply Sent. Sent after the AI assistant finishes replying to reviews for a project.
Report Created. Sent when a weekly report is ready. You customize the subject, title, opening body line (often the date range), and call to action. Summary tables and metrics below that block are built for you.
Review Created. Sent to project members who turned on new review notifications, when a review arrives. The standard wording includes the review date, Customer Name, Location Name when that applies, Source Name, the rating and score, project name, and the review text. If you customize this template, you can insert those details using placeholders (
{{customer_name}},{{location_name}},{{source_name}},{{review_date}},{{project_name}},{{rating}},{{score}}, and{{review}}) with the variable chips in the editor.Review Export Complete. Sent when a bulk export of reviews finishes.
Review Import Complete. Sent when a bulk import of reviews finishes.
Sync Complete. Sent after an integration finishes syncing customer or review data.
Verify Email. Sent to new signups to confirm their address.
Verify SMTP. Sent when someone tests SMTP on a project to confirm outbound mail is working.
What to expect
Changes apply to the next send; past messages in inboxes do not change.
Templates, Appearance, and Settings save independently. If you edit more than one section, click Save in each before leaving the page.
Preview helps you check layout; it does not send mail to real inboxes from this screen.
Reply-to must be valid addresses. Invalid entries can cause delivery or support issues for your clients.
Last updated