Ability to customize the Welcome email and Lost Password email
complete
J
Jon Evans
To be able to change the welcome message and lost password message including the sender email so that it doesn't come from the do-not-reply address and so we can add any additional info we want to add in the messages.
MEMBER-I-31
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D
David Ronka
Questions: Do you update templates only at the agency level? How do subaccounts update these system email templates? I don't see the option in my subaccounts, and the help article did not address this. Also... Seems there are only 3 possible system emails to customize (Welcome, Reset Password, Verification Code). I'd like to customize the invitation email for the Client Portal (the salutation says "Hey User" -- what???). Is any system email template customizable? Thank you...
E
Eric Wenning
Thank you for putting a Rush on this much needed feature!
Karthik Anand (HighLevel)
complete
I am happy to share with you all that customising system email templates for User management-related emails is out now.
You can now customise:
📧 User welcome email template
📧 Login 2FA / Verification Code email template
📧 Reset password email template
Customising system email templates across other HighLevel products/features will follow in the upcoming months.
Do check it out under Agency Settings > System Emails page and let us know your feedback!
V
Von Darnell
Karthik Anand (HighLevel) Thank you!!
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Иво Димитров
Karthik Anand (HighLevel) Already did mine, thank you.
I just saw the option while working, before even the changelog came out and did them right away :D
K
Kevin Pohl
Karthik Anand (HighLevel) Excellent!
K
Kevin Pohl
Karthik Anand (HighLevel) You made All the System Templates available to Sub-Account Users. 🤦♂️
Please fix it asap. They Definitely don't need access to our transactional emails, Only those that are relevant to sub-accounts.
S
Shreya Banerjee
Kevin Pohl: Hi Kevin,
As of now, in our implementation we have ensured subaccount users can not change your Agency templates or access the relevant custom values. We will check the possible solutions we can implement to hide the Agency System templates for them.
S
Shreya Banerjee
Kevin Pohl hello,
This is now fixed, the visibility access of the three templates under template library is now set as per -
agency admin - templates visible
agency user - templates visible
account user - not visible
account admin - not visible
K
Kevin Pohl
Shreya Banerjee Thank you!
K
Kevin Pohl
Shreya Banerjee These System Emails have their Custom Values exposed inside Sub-Accounts when building Emails. So sub-account users can create emails with OTP and Verification Link parameters, password fields, etc....?
These are supposed to be Agency System Emails right? That's what your docs say at least.
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Иво Димитров
And also very important is the ability to track/see the sending of these emails.
D
Dea Panganiban
Relative to the SaaS "activation" email when a new subaccount is created.
Currently, this email forces to use the subject line "Activate Your Account | <agency company name>" even if we have a different subject line in the email template.
We have been receiving multiple refund requests because customers says they did not ever "activate" their account so why were they charged for the first month subscription.
My conclusion since my client's company is in the US, the word "activate" is associated with when they receive an email to example activate their credit cards. It meant that the thing is not yet activated so they need to do something to make it active. Which of course is not the case for this SaaS.
The ASK is to make use of the subject line that was indicated in the email template being used for the SaaS welcome email.
N
Nathanael Fourie
Should this really take 4-5 years to implement?
A
Amresse Farrow
this would be great
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Nicolas SILVY
i need to be able to change the language of these as well
J
Jaime Pareja Roig
I would also like to be able to adjust the subject of this email. On top of that the "New User Added to Agency" email should be adjusted.
A
Aryan Goyal
Merged in a post:
Ability to edit the welcome and license email in SaaS mode
C
Comet Suite
We need to add more details to the welcome email, including additional instructions and system access
HIGHLVL-I-6728
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