Customizing Email Notifications

You can customize most of the email notifications sent from Doulado to your clients!! You will find these in your Templates section under Notifications, and can completely customize the automatic notifications that go out with new paperwork, shared resources, invoicing, lead form confirmations and more! Notifications are organized into the following categories: documents, events & appointments, invoices & payments, files & resources, and other activity. This article provides a detailed guide on how to set up and edit these notifications to fit your needs.

Each template is set up with the default message, but you can completely change each one if you'd like. The logo saved in your profile or team settings will automatically replace the Doulado logo within the email to your client, and the "business" variable is set from your team or profile settings as well.

Each email template has various variables that can be added and will automatically fill in data based on the action started (i.e.. the event information will fill in with added variables in a new event email). The {button} variable will add the link click button which will bring your client directly to the information shared.

How to edit your Notification Templates:

1. Navigate to the Templates Tab, and select Notifications
2. Open the category you want to work with by clicking on the name

3. Once you have the template open, you can change the message, format the fonts and colors, change the subject and email preview and adjust the variables included in the notification

A. This section gives you the option to edit the font, change the colors, upload images or add bullets, etc.

B. Ability to edit the content of the email notification

C. Edit your subject and preview

D. Add or change the inserted field variable to automatically populate data into the notification (inserted fields will pop into the space you have the cursor or can be moved around)

4. Once you have completed your edits, Save & Close
5. You can send a test of the email by clicking the button below

5. The "test" email will populate with this basic client information to give you an idea of the data included. You can leave this or change any information, and Send Test

6. You will receive a test email to the email address associated with your Doulado account within a few minutes, so you can see an example of what your email notification will look like for a client!

7. You can view the history of the each notification type by clicking on the history button to the right of the template

You can also view a full history of all email notifications that have been sent to clients from your business for full transparency in what you are clients are receiving. You can open each message to view the email, and if it was delivered and opened!

Once a template has been edited, you will see a revert icon that will bring back the default Doulado message if you want to restart. This give you flexibility to play around with the templates, and send a test message and have the option to revert back to the original message template.