How to Edit System Emails
Learn how to edit the default system emails.
- From your Mentorship Dashboard, navigate to the Emails tab.
- When the dropdown appears, select from Email Text, Scheduled Emails, or Mentorship Emails.
- Under Email Text, view all standard system emails sent from your platform.
- Use the Custom tab to add your own program-specific emails (covered in another video).
- In the Standard tab, review each email’s target audience, internal name, and subject line.
- Click the pencil icon beside any email to edit it.
- Make desired changes—such as adding a salutation (e.g., “Program Admin Team”)—and click Save.
- To view all automated system-triggered emails, open the Mentorship Emails tab.
- Select an email (e.g., Request Connection Email) to see its content and subject line.
- You may edit these emails as needed, but keep variable data intact (contact support if unsure).
- Review all emails to identify which are relevant to your program—for example, skip “Request to Join Circle” if you don’t offer group mentorship.
View this instructional video for a step-by-step guide: