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Email Templates for Client Portal | Vincere Portals
Email Templates for Client Portal | Vincere Portals

Setting up your email templates for the Client Portal

Mike avatar
Written by Mike
Updated over a week ago

Customize your email templates to all your sites email needs

To set up email templates:

1. Go to your Digital dashboard.

2. Click on Email Templates or Email on the left-hand panel

3. Select the Client tab

Email Settings:

Above the email templates, you have a few settings you can adjust:

Revert to Default: Tick the box to choose default email settings

Email Header Image: Upload your company logo or any image to use as email header

⚠️ Important Note: The revert to default button will erase your email template adjustments and bring them back to the system default

Once you make adjustments please ensure you select “update” at the bottom left

Edit your templates:

1. Select the template you'd like to edit

2. Make changes to your templates to fit your needs!

You can stick with the default or edit the content to personalize the emails.


Copy and paste the wildcards to place them in the Content area of your email template. Wildcards will pre-populate certain information.

The lists at the bottom of the page are the available options for wildcards.

Make sure you press update to save your changes!

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