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SaaSquatch Help Center

Customizing Microsite Lifecycle Emails

Two lifecycle emails are created for your microsite during the auto setup process:

  • User verification
  • Password reset

You can leave these as-is, edit them, or create entirely new emails to send your users for these situations.

🔗 Add a new email

  1. Open the microsite editor.
  2. Click Email Templates in the left sidebar menu.
  3. Click Create new email template in the Emails tab.
  4. Enter your email template ID.
  5. Click Create.
    • You’ll be redirected to the email editor.
  6. Make your changes.
    • Note: If you want someone on your team to receive a copy of each email that's sent to a participant, then you can adjust the BCC field setting in the email editor.
  7. Click Save.

🔗 Edit an email template

  1. Open the microsite editor.
  2. Click Email Templates in the left sidebar menu.
  3. Click the name of the email you want to edit.
    • You’ll be redirected to the email editor.
  4. Make your changes.
    • Note: If you want someone on your team to receive a copy of each email that's sent to a participant, then you can adjust the BCC field setting in the email editor.
  5. Click Save.

🔗 Replace a lifecycle email

You can decide which email templates are used for the lifecycle emails by adjusting your microsite settings in the Admin Portal.

  1. Return to the Content tab in the Admin Portal.
  2. In the Microsite card, click Edit Settings.
  3. Under the Participant Login heading, find the Lifecycle Emails section and click Change Templates on the right.
  4. Use the dropdown menus to select the email you want to send out for verification or password resets.
  5. Click Save.