13.5 Client Portal Notification Preferences

Purpose:

Manage the email notifications sent to members related to their activity within the Client Portal, particularly concerning Courses and Communities. This includes settings controllable by the admin and preferences individual users can set for themselves.

Admin Configuration (Default Settings):

  • Access: Navigate to Sites → Client Portal → Settings → Email Settings tab (or possibly under Memberships > Settings > Email Settings).
  • Sections: You'll likely see separate tabs or sections for Courses notifications and Communities notifications.
  • Enable/Disable Notifications: Use toggles to turn specific system notifications ON or OFF by default for all users (e.g., Course Completion email, Community Mention email, Drip Content Available email).
  • Select/Edit Email Templates: Choose which specific Email Template (from Marketing > Emails > Templates) should be used for each enabled notification type. You can customize these templates.
  • Set Default Sender: Configure the default From Name and From Email address used for these automated portal notifications (use your verified sending domain).

User Preferences (Overrides Admin Defaults):

  • Access: The individual member logs into the Client Portal.
  • Navigate: They go to their Account Settings → Notification Settings.
  • Configure: Users typically see a list of available notification types (based on what the admin enabled) with toggles next to each. They can personally turn ON or OFF specific notifications for their own account, overriding the default settings you configured as an admin. For example, a user might choose to turn off daily community digest emails if they find them too frequent.