Group Email Templates

Certain group actions, like adding or inviting users to a group or adding a manager to a group, will automatically trigger email notifications. These emails are based on customizable templates available within each group. 

Available Email Templates

Each Group includes the following default email templates: 

• Manager Added to Group - This email is sent to individuals when they are added as a manager to the group. 
• User Added to Group – This email is sent to existing Elevate users when they are added as members of the group. 
• User Invited to Group – This email is sent to new Elevate users who are invited to join a group and create an account. Once their account is created, they will be added to the group.

Editing Email Templates

Editing group email templates allows administrators to customize messaging for managers and users. To customize an email template: 

1. From your Admin Dashboard, navigate to the Settings menu and select Groups & Portals. 
2. Navigate to the specific Group. 
3. Select Email Templates in the left-hand panel. 
4. Select the Edit button next to the template you want to edit.

The following fields can be editing and customized: 

• Email Subject 
• Header Content 
• Main Body Content

A list of email tags is available to insert dynamic content, such as the user’s name or group name, into the message.

Disable Email Notifications 

By default, all email templates are enabled and will be sent automatically when certain actions occur, such as inviting users, adding users to a group, or assigning a group manager. 

To disable an email notification: 

• Use the toggle switch associated with the template to turn off sending.