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Create a custom email notification

Replace a standard notification with an email you design yourself, using a saved template.

Table of Contents

If the standard layout isn't enough, you can send your own design for a notification instead.

  • Build the email under Setup, Templates.

  • Go to Client Notifications and click Edit template on the notification.

  • Choose your own template in place of the standard one.

  • Click Save changes.

Merge tags work the same as in standard messages. Send yourself a test before relying on it.

Up next

Next, read Create a custom SMS notification.