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Automated Email Logins and Notifications For Communities

Grace from Ivorey™ avatar
Written by Grace from Ivorey™
Updated over a week ago

Before You Dive In

This article is one step from our Master Help Guide: All About Communities. We recommend starting with the visual walkthrough video and examples inside the Master Help Guide before diving into the technical setup below.

Each Master Help Guide acts as your project plan – teaching you the feature, laying out the steps in the right order, and linking to every resource you’ll need along the way.

This guide is perfect if you want to:

  • Replace system default templates with branded emails

  • Automatically send login details, event notifications, and membership updates

  • Streamline communication so you don’t need to send manual emails

How To Set Up Your Automated Community Emails

We have created pre-made email templates for you that are available inside the Template Library. They are pre-filled with custom values that will automatically pull in customised data to send, such as your client portal URL and your contact’s login details. By customising these emails with your brand, you ensure a professional, consistent experience.

Click here for the written steps

  1. From the main Ivorey™ menu, go to [Marketing] then > [Emails] then > [Templates]
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  2. You'll see email templates we have already pre-loaded into your account under the [Community Emails] folder.
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    Alternatively, you can reach out to the Ivorey Support Team via the Chat Widget and ask us to import the Community Emails Folder into your Account so you can start customising these straight away!
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  3. To edit the email templates, click on each email to open the email builder to customise to your branding by adding your own unique colours, and images. Be sure to keep the custom values we have added as these will automatically pull in your members name, email, login URL etc.

    Note: If you want to send a more personalised welcome email to your community members when they join, you can set this up inside the connecting workflow in step 9 below.

  4. Add your Client Portal URL to your 'Login Here' buttons inside your community email templates so that your members are directed to your Client Portal to login and access their community.

  5. To find your Client Portal URL from the main Ivorey™ menu, go to [Courses] > [Client Portal] > [Dashboard] > click the copy icon under 'Client Portal URL'. Then go back to your community email templates, click on the login button, and paste your Client Portal URL into the Link Url tab on the left hand settings.
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  6. Hit [Save]


Manage Community Notifications

You can manage notifications across chat, email, and app alerts.

  1. Chat Features: Inside your Community, go to [Profile] (top right) > [Account Settings]. Toggle chat notifications ON/OFF.
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  2. Email Notifications: From your dashboard, go to [Courses] > [Client Portal] > [Settings] > [Email Settings] > [Communities] tab. Untick notifications you want to turn off > click [Save].
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  3. App Notifications: Download the LeadConnector app and manage notifications via your phone’s settings.
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Frequently Asked Questions

What happens if I don’t customise my community email templates?

The system defaults will send generic emails. While functional, they won’t reflect your branding or tone so we encourage you to customise for an elevated client experience!

Can I customise the event email invites from my community?

Yes, when you create new events in your community, it will automatically send a notification to whoever you chose as eligible for that event. We have an email template you can customise to your brand for Event Notifications to help you create a beautiful, branded experience!

Can I send different templates for different communities?

No. Community email settings apply across all communities in your account, so keep the text generalised.

Do I still need workflows for community welcome emails?

This is optional as the community notification emails send login info, but if you want a more personalised welcome, you can add a custom workflow email or a welcome sequence using workflows to nurture them or introduce them to the community.

Next Steps

If you’ve completed the steps above, head back to the Master Help Guide on Communities to continue with the next phase.

Each Master Help Guide acts as your project plan – teaching you the feature, laying out the steps in the right order, and linking to every resource you’ll need along the way.

Still Need Help?

Hit the support chat widget inside Ivorey – we can:

  • Drop the templates directly into your account if you can't find them

  • Walk you through any of the steps

  • Troubleshoot anything that’s not working

We’re here and ready to help via the chat widget in the bottom right of your Ivorey™ account. Or if you are looking for done-for-you support, you can browse our current services here 🤍

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All About Communities: A Master Help Guide
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Automated Email Notifications For Calendars
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