Email Customization
Overview of email customization
Modern Treasury sends notification emails to your customers on your behalf for the following:
- Counterparty registration
- Remittance advice
- Invoice status updates
You can customize the appearance of these emails to match your company's branding.
Prerequisites
- Email sending is enabled for your organization. If it is not enabled, contact your CSM or Modern Treasury support.
- You have a verified default custom domain. For more information on how to configure this, see our custom email domain guide.
Available customizations
You can customize the following in the emails:
Customization | Description |
---|---|
Email reply-to | The email address that will be emailed when your customer replies to a notification email. The reply-to must use your default verified custom email domain. The default is [email protected] . |
Email signature | The sign off at the end of your customized emails. The default is [Your Organization's Name] Team . |
Help center link | The HTTPS help link in the email footer. If no help link is given, the footer will exclude it. |
Theme color | The call to action button HEX color. |
Logo | The logo displayed at the top of the email. Note: allow 24 hours for logo changes to propagate across the internet. |
Changing email customizations
To customize your emails:
- Navigate to organization settings.
- Open the
Email
tab of organization settings. - Make your customizations in the
Customize email appearance
section.
![](https://files.readme.io/82567c0-Screenshot_2023-09-11_at_12.31.19_PM.png)
If you do not have a default verified custom email domain configured, you will be prompted to set one up before you can access customizations.
![](https://files.readme.io/b28a72b-Screenshot_2023-09-11_at_12.33.39_PM.png)
If you previously had a custom email reply-to and signature but no custom email domain configured, these customizations will still be applied to the emails we send on your behalf.
These customizations will be read-only in your organization settings until you configure your custom email domain.
![](https://files.readme.io/f6e7bba-Screenshot_2023-09-11_at_12.50.29_PM.png)
Examples
Counterparty registration request
![](https://files.readme.io/67d49be-Screenshot_2023-09-11_at_12.14.46_PM.png)
Remittance advice notification
![](https://files.readme.io/e8245ce-Screenshot_2023-09-11_at_12.23.20_PM.png)
Invoice issued notification
![](https://files.readme.io/de3423e-Screenshot_2023-09-11_at_12.19.30_PM.png)
Invoice status change notification
Updated 9 months ago