Notification templates
Templates under Settings → Notifications define the content of system-generated notifications—subject lines and bodies per event key. Users still control whether they receive delivery via Notification preferences. Open Templates at /user-profile-settings/notification-templates; selecting an event opens the editor at .../notification-templates/:eventKey/edit. The UI shows merge placeholders for contact name, assignee, deal value, and similar fields—do not remove required placeholders or merged emails arrive blank. Align template tone with brand voice before inviting the full sales team. Templates pair with modules in preferences—Contacts, Tasks, and Deals events each have distinct copy. When you change a template, existing user channel toggles still apply; templates change wording, not delivery policy.
Video
Who can do this
Owner or Admin.
Before you begin
- List of high-volume events (invite, task assigned, deal won)
- Brand voice guidelines for system emails
- Email domains verified if sending externally
What you'll accomplish
- Updated copy for key workspace events
- Consistent branding in automated emails and paired in-app text
- Placeholders validated on a test trigger
Step-by-step procedure
- Open Settings → Notifications → Templates.
- Browse the event list grouped by domain (contacts, tasks, deals, billing).
- Select an event key to edit.
- Update subject and body; insert placeholders only from the picker or documented list in the UI.
- Save the template.
- Repeat for invite, assignment, and billing events your users see most.
- Trigger a safe test event in staging (assign a task to yourself).
- Confirm email and in-app text reflect new copy.
- Document which templates are locked for compliance review.
Tips
Do not delete required merge placeholders—restore from the template docs in the editor if validation fails.
Troubleshooting
| Blank field in email | Restore missing placeholder from editor helper | | Template list empty | Permission or workspace configuration | | Send fails | Verify Email Domain status |
See also
Field reference (product UI)
Use exact labels when training users or recording videos—they match the live workspace.
| Area | Where to find it |
|---|---|
| Settings hub | /settings — card groups match this Help sidebar |
| Profile tabs | /user-profile-settings/profile — Personal, Business, Billing, Timezone, Currency |
| Workspace admin | /workspace — Settings, Modules, Resources, Delete |
| Team | /workspace/users — Members through Roles & Permissions |
Admin checklist
- Complete organization profile and billing before inviting the team.
- Enable only modules you licensed under Workspace modules.
- Connect integrations before messaging or automation go-live.
- Populate Knowledge Hub before AI Employees or voice.
- Verify Notification preferences personally after changing templates.
Verify your work (extended)
- Settings save without error toast
- A non-admin test user sees expected sidebar (no billing cards if Member)
- Related module (Contacts, Inbox, Campaigns) reflects the configuration change
- Refresh browser after role or module changes
Troubleshooting (extended)
| Symptom | Likely cause | Fix |
|---|---|---|
| Settings card missing | Role or module gate | Check Roles and Modules |
| Save does nothing | Validation error on required field | Scroll for red highlights; complete * fields |
| Team sees old behavior | Cached session | Hard refresh; user re-login |
| Integration broken after change | Order of setup | Reconnect integration; check Communications settings |