Skip to content
PTOffice
  • Products
    • Websites
    • Project Notebooks
    • Memberships
    • Emailing and Newsletters
    • Calendars
    • Forms
    • Fundraisers (coming soon)
    • Volunteer Sign Ups (coming soon)
  • |
  • Support
    • Knowledge Base
    • Contact Us
    • White Glove Support
    • Legacy Knowledge Base
  • |
  • Community
  • |
  • Pricing
  • |
  • Legacy Login
Popular Search stripeexportstoremenu

Getting Started

12
  • Report a bug
  • Getting Started Checklist
  • Account Settings: Organization Settings
  • Account Settings: Personalize the Dashboard
  • Account Settings: Back to School Guide
  • Website: Website Menus
  • Website: Website Menus – Mobile
  • Website: Web Pages
  • Members: User Roles
  • Members: Importing and Creating Contacts
  • Account Settings: Adding Administrators
  • Messenger: Lists

Account Settings

7
  • Account Settings: Organization Settings
  • Account Settings: Personalize the Dashboard
  • Account Settings: Back to School Guide
  • Account Settings: Update your account main contact
  • Account Settings: Adding Administrators
  • Report a bug
  • Account Settings: Updating Billing Email Address

Registration

7
  • Report a bug
  • Registration: What the registration process looks like to a member
  • Registration: Create a custom registration form
  • Registration: Build a custom Registration process
  • Registration: How to Close Registration
  • Registration: Customize Registration Page
  • Registration: Top 7 Ways to Improve Member Registration

Members

10
  • Report a bug
  • Members: How to Change a Username
  • Account Settings: Adding Administrators
  • Importance of a Clean Database
  • Members: Profile Tabs
  • Members: Profile Fields
  • Members: User Roles
  • Members: Importing and Creating Contacts
  • Members: Exporting Contacts
  • Members: How to Create Print Grade or Classroom Lists

Messenger

11
  • Report a bug
  • Messenger: Add User to an Email List
  • Messenger: How to forward successful subscribers
  • Messenger: Personalize your emails
  • Messenger: Importing Subscribers
  • Messenger: Creating Your First Email
  • Messenger: Understanding Messenger
  • Messenger: Subscription Forms
  • Messenger: Lists
  • Messenger: Why Are Emails Going to Spam?
  • Messenger: Remove User from an Email List

Sign Ups

12
  • Report a bug
  • Sign Ups: Getting Started
  • Sign Ups: Set plugin administrators
  • Sign Ups: Create system pages with a shortcode
  • Sign Ups: Display sign ups on Sign Ups Listing page
  • Sign Ups: Review system emails
  • Sign Ups: Customize the display scheme
  • Sign Ups: Create your first sign up
  • Sign Ups: Tasks/Slots
  • Sign Ups: Managing Volunteers
  • Sign Ups: Tips to Increase Volunteer Support and Retention
  • Sign Ups: Sign up not appearing on front-end

Project Notebooks

22
  • Report a bug
  • Project Notebooks: Understanding Project Notebooks
  • Project Notebooks: Getting Started
  • Project Notebooks: Set plugin administrators
  • Project Notebooks: Review system emails
  • Project Notebooks: Create system pages with a shortcode
  • Project Notebooks: Customize the display scheme
  • Project Notebooks: Create your first notebook
  • Project Notebooks: Display project on Project Listing page
  • Project Notebooks: Approve project administrator requests
  • Project Notebooks: Turn on project administrator requests
  • Project Notebooks: Create a kanban board
  • Project Notebooks: Create a project budget
  • Project Notebooks: Create meeting minutes
  • Project Notebooks: Create tasks
  • Project Notebooks: Display meeting minutes on the website
  • Project Notebooks: Publish a notebook
  • Project Notebooks: Delete a notebook
  • Project Notebooks: Archive a notebook
  • Project Notebooks: Duplicate a notebook
  • Project Notebooks: Edit a notebook
  • Project Notebooks: Hide or show notebook sections on front-end

Website

9
  • Report a bug
  • Website: Web Pages
  • Website: Placing Shortcode
  • Website: Website Menus
  • Website: Website Menus – Mobile
  • Website: What is a shortcode?
  • Website: Add a Google Calendar to Your Website
  • Understanding Cache – Why Can’t I See My Changes?
  • Troubleshooting: How to fix a 404 page error

News Articles

6
  • News Articles: Intro
  • News Articles: Posts module
  • News Articles: Posts Carousel module
  • News Articles: Posts Slider module
  • News Articles: Posts, Posts Carousel, and Posts Slider modules examples
  • Report a bug

Fundraisers

12
  • Report a bug
  • Fundraisers: Getting Started
  • Fundraisers: Create your first fundraiser
  • Fundraisers: Customize the display scheme
  • Fundraisers: Review system emails
  • Fundraisers: Set plugin administrators
  • Fundraisers: Display fundraisers on Fundraiser Listing page
  • Fundraisers: Create system pages with a shortcode
  • Fundraisers: Make a Test Payment
  • Fundraisers: Order Status
  • Fundraisers: How to reconcile orders with Stripe
  • Fundraisers: Exporting Orders

Troubleshooting

6
  • Messenger: Why Are Emails Going to Spam?
  • Sign Ups: Sign up not appearing on front-end
  • Troubleshooting: Admin getting “You do not have sufficient permissions” message
  • Troubleshooting: How to fix a 404 page error
  • Report a bug
  • Understanding Cache – Why Can’t I See My Changes?

Stripe

5
  • Stripe: Find my Client ID
  • How to connect your fundraiser to Stripe
  • Stripe: How to enable Connect on your account
  • Stripe: How to set deposit interval
  • Report a bug
  • Home
  • Knowledge Base
  • Project Notebooks
  • Project Notebooks: Review system emails

Project Notebooks: Review system emails

Review system emails #

This article discusses how to review and edit the system emails that are sent from the Project Notebooks plugin.

Prerequisites: This task requires plugin administrative access.

Instructions #

Step 1: Navigate to the Project Notebooks Settings area by clicking the menu item located under the Project Notebooks main menu item.

Step 2: Click the System Emails tab located towards the top of the page.

Step 3: Navigate to the system email you wish to edit and click within the text box area to begin editing. Hint: Click on the information bubble to the right of each email title to see a description of what the email is for.

Note: You can insert a dynamic field to further personalize the email being sent by clicking the Insert Field dropdown located in the toolbar above the text box and selecting the field you wish to insert.

Step 4: Click the Save button when you have finished your edits to save your work.

 

Now, when the system sends an action based email, the email will contain the wording as set in these text boxes.

What are your Feelings
Share This Article :
  • Facebook
  • Twitter
  • LinkedIn
  • Pinterest
Still stuck? How can we help?

How can we help?

Updated on April 10, 2023
Project Notebooks: Set plugin administratorsProject Notebooks: Create system pages with a shortcode

Powered by BetterDocs

Leave a Comment Cancel Reply

You must be logged in to post a comment.

Table of Contents
  • Review system emails
    • Instructions
We use cookies to ensure that we give you the best experience on our website. If you continue to use this site we will assume that you are happy with it.AcceptPrivacy Policy