Configuring General Email Settings

Automated emails general settings help you design the look and feel of each message sent to your users. You can set the information a user will see in their inbox (like the From email and name), and choose the colors and logo displayed with each message. You can also set a reply-to email. 

This guide will walk you through each of the email general settings options.

For more information on automated emails, please review our guide: Introduction to Automated Emails

In this article

Email General Settings

Email settings are found in the Admin Dashboard at Settings > Email. Let's go through each of the settings available to change:

  • From Name: The From Name will be the name that appears in a user's inbox and in the From field of the message:
  • From Email: The From Email is the email address that appears in a user's inbox and in the From field of the message.
  • Reply-to Email: If your From Email address is not being monitored for message replies, you have the option of including a Reply-to Email, where your users can reach someone on your team.
  • Header Logo: You can include a company logo to appear at the top of your automated emails. By default, this will be the logo you have saved as your platform's Site Logo and Mobile Logo, which is found in the dashboard at Branding > Logos & Colors. If you would prefer a custom logo to appear on your automated emails, you can add the URL of your image to the Custom Header Logo field. 
  • Custom Colors: You have the option to customize the colors of the email message body. By default, these will be the colors you have chosen for the platform Brand Colors, which can be found in the dashboard at Branding > Logo & Colors
    You are free to select a custom color for each of the following options: 
    • Header Background Color
    • Background Color
    • Body Background Color
    • Body Text Color

Editing Settings

To customize or edit any of the above settings, follow these steps:

  1. From the Admin Dashboard, select Settings, then Email
  2. Under the General tab, you'll see all the settings laid out above
  3. Type in the From Name, From Email, or Reply-to email if you want to make changes there
  4. For the Header logo, the default logo set up  this will be the logo you have saved as the logo in Branding > Logos & Colors. If you would prefer a custom logo to appear on your automated emails, you can add the URL of your image to the Custom Header Logo field. Click "Custom" instead of "Default" and then add the URL: 
  5. If you would like to make changes to colors, select the color swatch of the item you would like to change and choose a color or enter the color code. Then click OK
  6. Be sure to click Update to save your changes

Next Step

Up next, learn how to customize the layout of your automated emails, and how to use shortcodes to personalize your messages: