Managing Automated Email Notifications

This article walks you through how to manage your automated email notifications in ServiceReef — including how to turn specific notifications on or off and how to edit the default text (if your subscription level allows customization).

Turning Notifications On or Off

You can turn each automated email on or off at the Opportunity level only. Turning a notification off stops it from sending automatically to participants or admins.

This flexibility lets you tailor which messages best fit your communication style. For example, you might prefer to personally reach out to declined participants, so you can disable the “Participant Declined” notification.

To enable or disable an automated email:

1. Open your Opportunity.
2. Navigate to Communications > Automated Notifications (Opportunity level).
3. Find the email you want to manage.
4. Use the checkmark next to the email title to turn it On or Off.

Editing an Automated Notification

Most automated emails can be edited to reflect your organization’s tone or provide specific instructions for your participants.

Automated Notifications automatically adopt your organization’s site branding — including your logo, link color, and heading color — ensuring a consistent look across your communications.

To edit a message, click the Edit button next to the email you want to customize.

You can update the default message text directly in the text editor. Use Data Values to include dynamic content that automatically personalizes each email for the recipient.

For example, typing 

Hello {UserFirstName}, 

will display as 

Hello Bill, 

in the email Bill receives.

You can toggle through the different Data Value Categories to see what options are available.

Formatting Options in the Editor

The built-in text editor offers basic formatting options such as headings, bold, italic, underline, and bullet points. Font color, size, or advanced layout changes are not available directly in the editor.

Finalizing Your Email Changes

Once you’ve finished your edits, click Save Changes.
We recommend sending a Test Email to yourself to confirm that everything looks and reads the way you intend.

If you ever want to return to the original default message, click the Revert to Original Message button.

Best Practices for Managing Notifications

• Review settings at both levels: Double-check Organization and Opportunity notifications to ensure they match your communication strategy.
• Keep participant experience in mind: Make sure key information (meeting times, payment details, trip reminders) is always covered — either by automation or a personal message.
• Customize where it adds value: Personalize follow-ups, confirmations, or weekly updates with your organization’s voice and mission tone.