Plan: Email templates are available on the Pro plan.

Use case: You want your client emails to sound like your team, not a generic system. You rewrite the invitation email in your brand voice, explain next steps in the request completed email and add your support details to invoice emails, once, and every email after that uses your wording.

How to open email templates

Go to Settings > Portal and open the Advanced tab.
Next to Customize email templates, click Personalize email templates.

You see every email you can edit, grouped by category. Each one is marked Default or Custom (you've changed it). Use Search to find a template by name.

Email templates list grouped by category with Default and Custom badges

How to edit an email template

Click the pencil icon next to the template.
Change the Subject, the Body and the Button text. The Preview on the right updates as you type, using sample data.
To add a variable, place your cursor in the body, click Variables and pick one from the list. You can search the list.
Click Test email to send the email with your current changes to your own email address.
Click Save.

Using variables

Variables are placeholders in double curly braces, for example {{client_name}} or {{request_title}}. When the email is sent, each variable is replaced with the real value. Each template has its own set of variables, listed in the table below and in the Variables list in the editor.

{{DYNAMIC_CONTENT}} is the block that ManyRequests fills in itself, such as the request summary, the comment, the message or the items paid. Keep it in the body if you want that content in the email.

If you type a variable that the template doesn't support, the editor shows Invalid variables detected, and those variables are removed from the email.

How to go back to the default email

Open a template marked Custom.
Click Reset to default.
Click Reset to confirm. This restores the default subject, body and button text and can't be undone.

Templates you can edit

Template	When it's sent	Variables
Invitations
Client invitation	Sent when a new client is invited to join the portal	`{{client_name}}`, `{{client_email}}`, `{{portal_name}}`, `{{activation_link}}`
Team member invitation	Sent when a team member is invited to the agency portal	`{{member_name}}`, `{{member_email}}`, `{{portal_name}}`, `{{activation_link}}`
Request lifecycle
Request submission confirmation	Sent when a client submits a new request	`{{client_name}}`, `{{request_number}}`, `{{request_title}}`, `{{request_link}}`, `{{portal_name}}`, `{{DYNAMIC_CONTENT}}`
Request completed	Sent when the agency marks a request as completed	`{{client_name}}`, `{{request_number}}`, `{{request_title}}`, `{{request_link}}`, `{{portal_name}}`
New comment on request	Sent when someone comments on a request the client is involved in	`{{client_name}}`, `{{commenter_name}}`, `{{request_number}}`, `{{request_title}}`, `{{comment_preview}}`, `{{request_link}}`, `{{portal_name}}`, `{{DYNAMIC_CONTENT}}`
Mentioned in comment	Sent when a user is mentioned in a comment	`{{client_name}}`, `{{mentioner_name}}`, `{{request_number}}`, `{{request_title}}`, `{{comment_preview}}`, `{{request_link}}`, `{{portal_name}}`, `{{DYNAMIC_CONTENT}}`
Canvas comment created	Sent when someone comments on an attachment	`{{client_name}}`, `{{commenter_name}}`, `{{request_number}}`, `{{request_title}}`, `{{comment_preview}}`, `{{request_link}}`, `{{portal_name}}`, `{{DYNAMIC_CONTENT}}`
Canvas thread resolved	Sent when a feedback thread on an attachment is marked resolved	`{{client_name}}`, `{{resolver_name}}`, `{{request_number}}`, `{{request_title}}`, `{{request_link}}`, `{{portal_name}}`
Messages & announcements
New chat message	Sent when a new message is sent in a conversation	`{{client_name}}`, `{{sender_name}}`, `{{message_preview}}`, `{{conversation_link}}`, `{{conversation_name}}`, `{{portal_name}}`, `{{DYNAMIC_CONTENT}}`
New announcement	Sent when the agency publishes a new announcement	`{{client_name}}`, `{{announcement_title}}`, `{{announcement_preview}}`, `{{announcement_link}}`, `{{portal_name}}`, `{{DYNAMIC_CONTENT}}`
Invoices & payments
New invoice created	Sent when a new invoice is generated for the client	`{{client_name}}`, `{{invoice_number}}`, `{{invoice_amount}}`, `{{due_date}}`, `{{invoice_link}}`, `{{portal_name}}`
Payment received confirmation	Sent when a client payment is processed successfully	`{{client_name}}`, `{{invoice_number}}`, `{{payment_amount}}`, `{{payment_date}}`, `{{invoice_link}}`, `{{portal_name}}`, `{{DYNAMIC_CONTENT}}`
Subscriptions
Subscription cancelled	Sent when a client subscription is cancelled	`{{client_name}}`, `{{subscription_name}}`, `{{cancellation_date}}`, `{{portal_name}}`
Subscription cancellation scheduled	Sent when a subscription is set to cancel at period end	`{{client_name}}`, `{{subscription_name}}`, `{{end_date}}`, `{{portal_name}}`
Payment failed (retry)	Sent when a subscription payment fails (multiple attempts)	`{{client_name}}`, `{{subscription_name}}`, `{{payment_amount}}`, `{{retry_date}}`, `{{portal_name}}`, `{{DYNAMIC_CONTENT}}`
Payment rejected (final)	Sent after all payment retry attempts fail	`{{client_name}}`, `{{subscription_name}}`, `{{payment_amount}}`, `{{portal_name}}`
Trial ending soon	Sent 3 days before a paid trial ends	`{{client_name}}`, `{{subscription_name}}`, `{{trial_end_date}}`, `{{portal_name}}`
Integrations
Hubstaff Time Not Synced	Sent to admins when Hubstaff tracks time on a project or member that is not linked to the portal yet	`{{admin_name}}`, `{{portal_name}}`, `{{DYNAMIC_CONTENT}}`

Good to know

Templates apply to your whole portal.
Only portal admins and admins can edit templates.
Every email ends with a link to Manage notification preferences, so recipients can choose which emails they get.
To send these emails from your own domain, see How to set up a custom email domain (also a Pro feature).

How to edit email templates