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Outbound Emails

There are a few settings required to enable Emails to be sent via the CRM system.

Let’s take a look at where to go to configure these settings.


Navigating to Member CRM – Outbound Emails

Navigate to Settings using the side-navigation menu within the Admin Dashboard.

On this page, you’ll find the link to Member CRM – Outbound Emails.

Under the Email tab, there are some General settings required for Email Notifications to be sent.

“From” Name is the name seen on outbound emails and “From” Address is the email address displayed on outbound emails.

A Header Image and Footer Text can also be included on outbound emails.

Support Docs -Connect Email To The CRM - Step 1


Each of the Notification Emails can be Enabled/Disabled and are fully customizable.

Support Docs -Connect Email To The CRM - Step 2


To edit an email template click “Configure” next to the Notification Email you wish to modify.

Update the Subject and Email Body of the target email template. You can use these template tags inside subject, heading, body and those will be replaced by original values: { employee_name }, { task_title }, { due_date }, { created_by }.

Support Docs - CRM Email - Step 1


Don’t forget to “Save Changes“.
Support Docs -Connect Email To The CRM - Step 3


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