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How to edit Invite Email Notifications

Customizing the welcome and registration invite sent to your recipients.

Only Owner and Admin users can edit the Invites notification template. To learn more about mailroom user access, feel free to check the full list of mailroom users and their permissions here.

You can easily customize the automated welcome emails sent to new recipients when they are first added to your building's directory. This allows you to tailor the tone, provide clear registration instructions, and share any important mailroom policies to match your building's specific needs.

How to Edit the Email Notification Template 

  1. Log in to the web platform and go to Settings > Inbound Notifications.

  2. Open your current invite template by hovering over it and clicking Open, or create a new template by clicking + Create Template and choosing Invites.

  3. To rename the template for your own internal records, click and edit the default title.

  4. You can now customize the following sections of the email by clicking on each section to expand the editing space:

    • Subject — The text the recipient sees in their inbox before opening the email.

    • Heading — The main title at the very top of the email body.

    • Intro Text — The primary notification text used to deliver the core message of the email in a brief, easy-to-read format.

    • Body — An optional field for providing additional long-form instructions or specific mailroom policies below the main message.

  5. Next to each section, click Variables to insert specific details into your notification, such as the recipient's last name or alias.

  6. Use the paintbrush icon to customize the style and appearance of your notification.

  7. Click Save to apply your changes.

The right side of the template editor page displays a live preview of your notification, automatically reflecting any changes you make as you customize your template.

Restoring Default Settings

If you wish to discard your customizations and return to the original templates:

  1. Click the three dots icon on the template editor.

  2. Select Restore Defaults from the menu.

  3. When the prompt appears, click Restore Defaults to finalize.

Want to learn more?

If you want to edit other notification templates or learn more about navigating the notification configuration settings, check out the following related guides:

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