How to Create a System Notification Template

If there is a standard format that is often used for welcome emails or system notifications such as documents available for review or approvals, a template can be created for that email.

Steps to View/Create System Notification Templates

1. In the left navigation menu, click ‘Templates’.
2. Click ‘System Notification Templates’ at the top if necessary to view any created templates.
3. To create a new System Notification Template, in the top right corner of the page, click ‘Create Template +’, then select System Notification.
4. Enter a name for the template.
5. Enter the email content into the text box.
6. Short tags (dynamic fields) can be inserted into the body of the template and when sent, their values will populate the email.
7. Click ‘Save’.
8. The template will now appear in the System Notification Templates list.

Welcome Emails

A welcome email template can be customized with a message letting new users know they have access to a new portal, with a link to set their password. Tags can be used to personalize the experience.

Here’s a sample:

• Hi {{name}},
  Welcome to the {{client-name}} investor portal. We’re excited to have you on board.
  To get started, please click the link below to set up your password and access your account:
  
  {{set-password-link}}
  
  If you have any questions or need assistance, please feel free to reach out directly to your point of contact.
  
  Best regards,
  Firm Name