In a significant update to the Client Portal, Entertainers AI has introduced a feature that allows users to preview default email templates within the Notification Preferences. This enhancement aims to improve user experience by enabling client portal owners to review the default content structure before making any modifications.
Key Takeaways
- Preview Default Templates: Users can now click on the Eye Icon next to default email templates to preview them directly in the Notification Preferences settings.
- Streamlined Customization: Viewing the default templates helps users understand the original structure, tone, and format, making it easier to tailor custom templates to their specific needs.
- Enhanced User Experience: This feature ensures that users have full visibility into the default messaging, reducing guesswork and improving confidence in customization efforts.
What’s New?
The latest update to the Client Portal enhances the Notification Preferences feature, which previously allowed users to manage and customize notifications but did not support previewing default email templates. With this new functionality, client portal owners can now view the default email templates for all notification types directly within the portal. This update empowers users to make informed decisions when customizing templates by understanding the default messaging and design.
How To Use The New Feature
To take advantage of this new feature, follow these simple steps:
- Navigate to: Sites -> Client Portal -> Settings -> Email Settings.
- Under each child app (e.g., Communities, Certificates, Courses based on your access), locate the notification options.
- Find the default email template and click on the Eye Icon to preview it.
- Review the default email content and structure.
- If needed, use the Edit button to create a customized version of the default template that aligns with your requirements.
Conclusion
This enhancement to the Client Portal is a welcome addition for users looking to optimize their notification settings. By allowing users to preview default email templates, Entertainers AI is not only improving the customization process but also enhancing overall user confidence in managing their communication strategies. This update reflects Entertainers AI’s commitment to providing a user-friendly experience and empowering clients to tailor their messaging effectively.
