Handling email communication with your customers is a key part of running a small business. Having default email templates that match your unique voice and message helps keep your interactions consistent and professional. Now, you can easily customize these default email templates to fit your brand and style without starting from scratch.
đź“Ś Why This Matters
Pre-made email templates are great for saving time, but generic messages can sometimes feel cold or unclear to your customers. Being able to edit your default email templates means you can add personal touches, better explain your offers or services, and make sure your messages resonate with your audience—all while keeping the original structure intact.
✨ What’s New
- Create Editable Email Templates: Previously locked templates can now be customized, so you don’t have to constantly build new templates from scratch.
- Template Preview with Custom Fields: You can see exactly how your emails will look, including any personalized details like customer names or appointment info.
🛠️ How to Use It
- Step 1: Go to your portal’s Email Settings, typically found under your site or membership management area.
- Step 2: Find the app or feature you want to customize emails for, such as certificates, courses, or community notifications.
- Step 3: Click on the Default Template button for the notification you want to change.
- Step 4: Hit the Edit (pencil) icon next to the template, then confirm by clicking the “Proceed” button to create your editable version.
- Step 5: Customize your email’s content—whether that’s changing wording, adding personal notes, or adjusting the tone.
- Step 6: Use the Eye icon to preview your changes and make sure everything looks perfect.
- Step 7: Save your updated template. Going forward, this customized version will be sent for that type of notification.
đź’ˇ Pro Tip
Regularly personalizing your customer emails to reflect your brand’s personality helps build stronger relationships and encourages repeat business.
