Introducing Default Email Template Preview in Notification Preferences

Enhance Your Client Portal with Preview of Default Email Templates in Notification Preferences

We are delighted to introduce the latest enhancement to the Notification Preferences feature within the Client Portal. Previously, users have enjoyed the ability to manage and customize their notifications effortlessly. Now, with this new update, client portal owners have the added advantage of previewing default email templates. This enhancement allows users to thoroughly review and assess the default content structure before implementing any customizations.

What's New?

This feature update empowers client portal owners by providing direct access to view the default email templates for all notification types right within the Client Portal. It ensures that portal owners can make informed decisions when customizing templates, gaining insights into the default messaging and design.

Key Highlights

  • Preview Default Templates: Users can now effortlessly click the Eye Icon next to default email templates to preview them directly in the Notification Preferences settings.
  • Streamlined Customization: Understanding the original structure, tone, and format of default templates aids users in tailoring custom templates that suit their unique requirements.
  • Enhanced User Experience: This new feature provides complete visibility into the default messaging, eliminating guesswork and boosting confidence in customization efforts.

How to Use It?

Follow these simple steps to leverage this new feature:

  1. Navigate to: Sites -> Client Portal -> Settings -> Email Settings.
  2. Under each child app (such as Communities, Certificates, or Courses, depending on your access), locate the notification options.
  3. Find the default email template and simply click on the Eye Icon to preview it.
  4. Review the default email content and structure.
  5. If customization is desired, use the Edit button to craft a version of the default template that aligns closely with your specific needs.

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Exploring this new feature allows for more efficient email template customizations, fostering a powerful enhancement in how users manage their communications directly from the Client Portal.

In Case You Missed It: Check out our recent update on Enhanced Client Portal Subscription Management.

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