community notifications and automated login emails

1. Refer to our Customise Default Emails guide for the detailed steps, to use custom values, to adjust all of our default email templates to your branding

2. 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

   1. To find your Client Portal URL, from the main ivorey menu, go to Portals > 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

3. If you want to send a more personalised welcome email to your community members when they join, you can set this up inside of Workflows. Please refer to our Get Signups to Your Community guide for the detailed steps.

4. If you would like to greet new members inside your community as soon as they join, you can set up an automated welcome message. Refer to the set up your welcome message and onboarding steps section below for the steps.

1. From the main ivorey menu, go to Portals > Client Portal > Client Portal Settings > Email Settings > [Communities]

2. Check the boxes of notification emails you do want your members to receive, and uncheck boxes of the emails you do not want them to receive

3. Systematically change all of the relevant default templates to the new email templates that you customised

1. From the main ivorey menu, go to Portals > Communities > Groups > open the community you want to set up > and go to Settings > and select Welcome Setup

2. Turn on the Auto DM to new members toggle

3. Click [Edit] on the message preview, then enter your message, adding formatting, links, mentions, member name tokens, or media attachments as needed

4. Select the admin or owner you would like the message to be sent from

5. Save your changes by clicking [Save]

1. From the main ivorey menu, go to Portals > Communities > open your community > click the [Settings] tab > and select Welcome Setup

2. Turn on the Onboarding steps toggle

3. Click the [+Add your first step] button to add a step, then choose what you would like new members to do in the Add a step window.

   1. Auto-tracked steps: Add a bio & a latest profile picture, Like & comment on a post, Write a post & introduce yourself, or RSVP to an event

   2. Video-tracked step: Watch the introductory video

   3. Self-tracked step: Create a custom step

4. For RSVP to an event, Watch the introductory video, or Create a custom step, click [Setup] and complete the details and add an optional link if you would like to send members to a specific resource

5. Repeat to add more steps, up to a maximum of five

6. To change the order of your steps, click and hold the [⠿] drag handle (the six dots) to the left of a step, drag it up or down to where you would like it, then release. Your steps are numbered in the order they appear to new members.

7. Click [Save] to save your changes

8. Review your welcome message, sender, onboarding steps, and links to make sure everything looks right. If you can, check the experience using a new member account

If you don’t customise the community emails, 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!

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!

No, you can’t customise emails per community. Community email settings apply across all communities in your account, so keep the text generalised.

Workflows are optional as the community notification emails send login info, and you can now greet new members inside your community with an automated welcome message. But if you want a more personalised email welcome, you can add a custom email or a welcome sequence using workflows, to nurture new members or introduce them to the community.

The incorrect group name appears because of the custom value being used in the email template. If the template is currently using {{communities_name}}, it should be updated to {{communities_group.name}} to correctly pull the group name.

Yes, if a community event is canceled more than 24 hours in advance, the reminder emails will not be sent. However, if the cancellation happens within 24 hours of the event, the emails are already scheduled and will be sent. Currently, community emails that are already queued cannot be paused or cancelled, but this feature is coming soon.

If your community emails are sending but dynamic fields (like member name or community name) aren’t showing, it’s usually because the subscription or payment is not set up directly inside the community settings.

Email templates in ivorey only populate correctly when the community subscription is managed through your community > Settings > Subscriptions. Using a separate payment link or product won’t trigger these fields. To fix this, set up a paid community subscription in the community settings and share the invitation link with members. After that, all automated emails will populate the fields correctly.

The login button will direct members to the default landing page set in your Client Portal settings. Even if the email is related to a community, the system will still redirect users to whichever page is set as the default, such as the course library or home which is the client portal.

If you’d like the login button to direct users straight to your community instead, you’ll need to update your default landing page, in your client portal settings. Please refer to our Client Portal Permissions guide for the detailed steps.

Once updated, the login button will take users directly to the community moving forward.

The welcome email is the login email sent from your community email templates, and it arrives in your member's inbox. The welcome message is a direct message that appears inside your community, sent from the admin or owner you choose. They work side by side, so you can use both.