6min

Customizing invitations

Using the Customize invitation tab, you can create customizable email templates when inviting users to your ChartHop organization.

Customize your invitation email template from the Customize invitation page
Customize your invitation email template from the Customize invitation page

To create a customizable email template:

  1. From the Settings option in the left navigation bar, select Org settings.
  2. Select the Customize invitation tab.
  3. On the Customize invitation page, create your template using the following sections:
    • Invitation subject: The subject line that will appear in the invitation email's header.
    • Invitation button: The the text that will appear on the invitation button in the invitation email.
    • Invitation body: The content that will appear in the body of the invitation email.
  4. Select Save settings when you've completed your email template.

Once you've created an email template, you can then test how it will look by using the Send test email feature.

Selecting the Send test email button will automatically send a test invite email to your registered email address

Send test email will send an org invitation to your email address
Send test email will send an org invitation to your email address





Updated 04 May 2022
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