Email Templates Report

The Email Templates Report allows you to preview the emails that are sent from your portal. It does not include the email notifications for: Deal Registration, Lead Distribution, Training & Certification or MDF.  To view an email template go to Settings > Email > Email Templates Report. 

  1. Click on the name of the email template you want to view.
  2. Review the email.

  Email Templates Reports Screen

 Account Invitation Email Template 

User Account Email Template

This Email setting allows you to customize email notifications that pertain to User Accounts. To edit an email template, go to Settings > Email > User Account Email Templates. 

  1. Scroll to the desired email template.
  2. Edit the text of the email template.
  3. Click Save.
  4. Repeat for each email template.

Account Invitation Email Notification Template