Customizing email notifications and reminders for a contribution

Why is this relevant?: Customizing the email notifications your clients receive allows you to put your personal touch and any additional pertinent information you want your clients to have while they are a part of your contribution.

Recommendation: We suggest customizing the notifications and adding your branding and logo for each contribution you create.

This guide will walk you through the steps on how to customize email notifications and reminders for a contribution. Note: each contribution needs to be customized individually.

Step 1: Click on the name of the contribution you want to customize the email notifications for. Next, click on the notifications tab inside your contribution.

Step 2: On the notifications page, you'll find an option labeled "enable custom colors and branding logo," then, click that box.

Step 3 (Optional): If you have not added your custom branding colors in the profile section, a pop-up window will appear, allowing you to upload your logo and set your preferred colors. 

Step 4 (optional): After you've uploaded your logo and chosen your colors, click the "Save and Next" button to move forward.

Step 5: To activate your custom branding, ensure the check box next to "enable custom colors and branding logo" is ticked. 

Step 6: Also switch the toggle button to enable/disable the branding for a specific email and enable/disable sending a specific email to the clients. 
 

Congratulations! Your email notifications and reminders will now have custom colors and a branding logo.

How do you edit the template of the email notifications and reminders?

Step 1: You'll see a list of different email notification types on the notification page. Identify the specific type you want to edit, and locate the edit icon on the right side of it. 

Step 2: Clicking on the edit icon will take you to the email template. Here, you can make changes to the content, subject, and design of the email notification according to your preferences and then click "Save and Exit."

Note: Please do not change the words within the {}. Cohere will automatically include that information based on the client's details for notifications and email reminders. 

Step 3: To ensure that the changes you made are working as expected, you can send a test email to yourself. Click the "Send Test" button on the same page.




Congratulations! You’ve successfully edited an email notification to suit your needs better. 

Here is the visual guide on customizing email notifications and reminders for a contribution: https://www.loom.com/share/49763d1041fa40548abb35c927ba22e5?sid=01fc9ef6-cd98-4b1b-a2a4-7833ccd6ab12