Skip to main content
Every automatic email ships with a written-for-you version in your organisation’s language. When that wording does not sound like you, change it: click a sentence in the email and type your own. The design stays Orgo’s, so it keeps up with later improvements; only your words are saved. Built for organisations whose voice matters. Replaces apologising for the robot that emailed your members. Everything lives on one page: Settings → Notifications & Email Campaign → Emails (/tenants/modules/emails/templates). Admins (ADMIN_TENANT) and communication managers (COMMUNICATION_TENANT) can open it and edit wording; communication managers reach the same page from the main menu at /email-templates. Only admins can switch emails on or off, see System emails. Emails page with the section list under Emails in the left module menu, a search box and the All, Editable, Can be turned off and Off filters, and the Users section as a card listing each email with an Edit text button and an on or off switch

​
Finding an email

The page lists every email your organisation sends, one card per section: Users, Referrals, Adhesion, Membership & Fees, Identity, eDocuments, Events, Donations, Subscriptions, Admin alerts, Sign-in & security and Activity notifications.
  • The sections also appear under Emails in the left menu. Clicking one scrolls the page to it.
  • Search emails matches names and descriptions.
  • The filters narrow the list to Editable emails, those that Can be turned off, or those that are Off. Each filter shows how many emails it holds.
Only sections that apply to you appear: Referrals and Adhesion show when those features are switched on, and Membership & Fees, Identity, eDocuments, Events, Donations and Subscriptions disappear when the matching feature is off. The referral emails also follow your registration setting: with manual approval on you see the versions that mention approval, without it the ones that do not. Emails Orgo sends to your organisation about its own Orgo subscription, and internal messages such as “your report is ready”, are not listed: they are not yours to change.

​
Previewing an email

Click any row to open a preview of the email as your members receive it, with your wording, your logo and colour, and your own account’s details filled in. This works for every email on the page, including the ones you cannot edit or switch off. The subject line sits above the email. Sign-in codes show a sample code. Activity notifications (new discussions, comments, mentions, votes and the discussion summary) show sample content in your organisation’s language.

​
Changing the wording

1

Open the editor

Click Edit text on the row, or Edit text in the preview. The email opens exactly as it is sent, with every text you can change outlined.
2

Click a text and type

A heading or a button label is plain text: Enter keeps your change, Escape puts the previous wording back. A paragraph can also take bold, italic and links, from the buttons above the email.
3

Insert placeholders

Click where the value should go, then pick it from Insert Placeholder. The menu lists only what this email can fill in.
4

Change the subject

The Subject field sits above the email. Leave it alone and members keep getting the default subject in your language.
5

Preview

Preview shows the email with your changes and your account’s details. Back to Editor returns to editing.
6

Send a test

Send Test Email sends the email with your unsaved changes to your own address, with [TEST] in front of the subject. It saves nothing.
7

Save

Save makes your wording the one members receive from that moment on.
Inline editor for the Welcome email: the Subject field, the Insert Placeholder and Use default buttons, and the email itself with each editable text outlined, with Send Test Email, Preview and Save in the header To put one text back to the default, clear it and save. Every text you leave untouched keeps the default wording, so a later improvement to that sentence still reaches your members.

​
Placeholders

A placeholder is written {{name}} and is replaced with real data when the email is sent. Most emails can use these: Individual emails add their own: event emails carry the event’s name, date and place, contract reminders the document and its expiry date, renewal reminders the expiry date and the product. The Insert Placeholder menu is the authoritative list for the email you have open.
Save refuses a placeholder the email cannot fill and names it, so a typo such as {{firstname}} cannot reach your members as literal text. Pick a replacement from Insert Placeholder.

​
Going back to the original

Use default in the editor toolbar removes your wording and your subject for this email, after you confirm. It cannot be undone: the email goes back to the built-in version exactly as it was before you touched it.

​
Language

The built-in wording exists in English, Romanian, German, Bulgarian, Lithuanian, Spanish, French, Italian, Dutch, Ukrainian and Portuguese. Orgo uses your organisation’s default language; any other language falls back to English. Your wording is saved for the language you wrote it in. If you later change the organisation’s default language, members get the built-in wording in the new language until you edit the email again. The invoice email is not a template at all. It and the PDF it carries render in your organisation’s default language across all 14 interface languages, falling back to English only when the default is not one of them. See Invoices.

​
Emails customised in the old editor

An email you customised before the inline editor arrived was saved as a whole document. Members still receive that saved version, without the current design, and the editor says so in a notice above the email. Saving the email in the editor replaces it with the current design and your texts.

​
What you cannot change

  • Sign-in & security emails (login, multi-factor, verification, password and email-change codes and confirmations, and the event app code) can be previewed but not edited. They carry live one-time codes, so their wording is fixed.
  • Activity notifications can be previewed but not edited. Each member chooses which ones they get, see Notifications.
  • A few admin alerts, such as Reactivation request, Group transfer request, Resignation request and Referral received, can be switched off but not edited.
Some emails have no row at all and always send in their built-in wording, among them invoices, family invitations, waitlist messages, task notifications and event-app networking messages.

​
Troubleshooting

Check that you pressed Save rather than only previewing, then check Email logs: the log stores the body that was actually sent, which settles it immediately.
That value is not available to this email, often because of a typo or a placeholder copied from another email. Delete it and pick a replacement from Insert Placeholder.
It was customised in the old editor. Open it in the editor and save: it moves to the current design and keeps your texts.
Test sends go to the address on your own account and use the same sending path as everything else, so a missing test usually means a delivery problem rather than a template problem. Check your spam folder, then see Emails.
Clear that text in the editor and save. To reset the whole email, use Use default.
  • System emails - what each email is for, when it sends, and switching it off
  • Emails - sender identity and language rules
  • Email logs - the body that actually went out
  • Newsletter builder - designing campaigns rather than system emails
  • Languages - the setting that picks the built-in language