For help adjusting your statement templates, click here. This resource details all non-statement template text.
The Template Text menu in Admin > My Lists > Template Text allows for the adjustment dozens of templates and messages across the site. The list is long, so here is a summary of what each template controls:
Bidding
| Template | Description |
| Admin Bid Confirmed Email | Sent to admins when a bid is confirmed. |
| Bid Confirmed Email | Sent to bidder when a bid is confirmed. |
| Bid Won | Sent to bidder when the bid is won. |
| Outbid Email | Sent to bidder when they have been outbid. |
Event and Form Registrations
| Template | Description |
| Event Confirm Page Introduction Text | Shown on top of Confirm screen when paying the event registration fee online. |
| Event Confirm Page Email | Email to be sent out when a user Registers for an Event. |
| Form Confirm Page Introduction | Shown on top of Confirm screen when submitting a form payment online. |
Gabbai Emails
| Template | Description |
| Body | When a Gabbai enters a kibbud, this is the body of the email that goes out. |
| Kibbud/Pledge Line | The format of the charge and kibbud in the Gabbai email. |
Global Templates
| Template | Description |
| 404 Logged In | The message that displays to a logged in user when they try to go to a page that either does not exist, or they do not have access to. |
| 404 Not Logged In | The message that displays to a not logged in user when they try to go to a page that either does not exist, or they do not have access to. |
| Change Password | Header for when the user changes their password. |
| Confirmation Email for new Registration | The email that a member receives when he registers for an account with the default Register form. |
| Email Login Link | When a user clicks "Forgot Password" or an admin sends a login link, this is the email that is sent. |
| Forgot Password | Header for the forgot password page |
| Forgot Password Email | Email sent when a user uses the 'forgot password' link. |
| Set Account Password | Introduction text when the user sets their password for the first time. |
| Timed Out | If have a timeout length is set in Settings, this will be the message that displays next to the "Login" button on the top of the page. |
| Transaction Fee Help | Adjusts the message that will pop up next to the transaction fee on the payment page. |
| Unverified Browser Email | The email that is sent when someone clicks on a login link from a browser that hasn't been used before. |
| Unverified Browser Message | The message that will display on the screen when someone clicks on a login link from a browser that hasn't been used before. |
Lifecycles
| Template | Description |
| Chiyuv Only Paragraph | Add extra info paragraph for yahrzeit letters in the mailer. Used only when inserting the Chiyuv only tag. |
| Lifecycle Block Row | HTML code for each row on a Lifecycles mail [lifecycle_block]. |
| Lifecycle Block Table | HTML for Lifecycle Block field template. |
| Occurrence Number Text | Shows when an year is set for the lifecycle, otherwise is skipped. |
Mobile Email
| Template | Description |
| Mobile Email Footer | If signed up to send emails from a mobile device, this is the footer that will be added to the outgoing emails. |
| Mobile Email Header | If signed up to send emails from a mobile device, this is the header that will be added to the outgoing emails. |
Page Headers and Footers
| Template | Description |
| Calendar Page Footer | Content at the bottom of the calendar page. |
| Calendar Page Header | Content at the top of the calendar page. |
| Directory Page Top | Message for directory page top. |
| My Subscriptions Page Header | Text at the top of the 'My Subscriptions' page. |
| Payment Confirm Page Introduction Text | Shown on top of Confirm Payment screen. |
| Payment Page Bottom | Text that is displayed above the Payment Notes field on the payment page. |
| Payment Page Top | Shown on top of Payment Page. Subject line will be the Heading of the page. |
| Profile Saved Successfully Message | Message that appears when a user successfully updates their profile. |
| Public Email Subscribe Page Header | Text at the top of the public 'Subscribe' page. |
| Text Above the Edit Profile Form | Message that appears above the 'Edit My Profile' form. |
| Top of Monthly Payment/Donation Page | Shown on top of Monthly Donations Page. |
Paper Mail
| Template | Description |
| CSS | CSS for paper mail via Legacy Mail. |
| Footer | Footer when sending paper mail. |
| Footer Last | Footer of the last page when sending paper mail, if empty uses default footer. |
| Letterhead | When creating a paper mail, this will be the letterhead inserted on all pages if "Insert PDF Letterhead" is selected. |
| Letterhead First | When creating a paper mail, this will be the letterhead inserted on the first page if "Insert PDF Letterhead" is selected. |
Payment Dedication
| Template | Description |
| Email going to the honoree. | |
| Email for Admins | Email an admin receives when a donation with a dedication is received. |
| Paper | Paper mail to go to the honoree. |
Payment Email Templates
| Template | Description |
| Email Invoice Default Text | Email when an invoice is sent. Invoice will be attached. |
| Email Receipt Default Text | Email when a receipt is sent. Receipt will be attached. |
| Email Thank You Letter Default Text | Email when a thank you letter is sent. Thank you letter will be attached. |
| No Gateways Found | No Gateways Found message for Public Payments. |
| Online Account Payment Received | The automatic email that is sent from the site when an online payment is received. |
| Online Account Payment or Donation Received | The automatic email that is sent from the site when an online payment is received associated with a logged in user's account. |
| Online Payment Failed | When a payment fails, the site will send this email to the user. |
| Online Payment Recurring Cancelled | The notification that is sent when a future payment is canceled. |
| Online Payment Recurring Started | When someone schedules a future payment, this email is sent. |
| Online Payment is Pending | When a public payment that needs to be verified is made, the user will get this email. |
| Online Payment is Pending - Over Threshold | Email when a payment is marked pending in the gateway because it has exceeded the threshold limit set by the gateway. |
| Send Statement By Email (Bulk) | When sending a statement, receipt, or invoice via email in bulk, this will be the body of the email sent. |
| Send Statement By Email (Individual) | When sending a statement, receipt, or invoice via email from an account, this will be the body of the email sent. |
| Transaction Add Charge Default Text |
When an admin adds a transaction though Financials - Transaction Add, or from within an account Add Transaction, this is the default email that will be sent when adding a charge. To turn OFF these emails by default, go to Admin > Settings > Edit Settings > Transactions and uncheck "Transaction Add: check 'send email' by default." |
| Transaction Add Donation Default Text |
When an admin adds a transaction though Financials - Transaction Add, or from within an account Add Transaction, this is the default email that will be sent when adding a donation. To turn OFF these emails by default, go to Admin > Settings > Edit Settings > Transactions and uncheck "Transaction Add: check 'send email' by default." |
| Transaction Add Payment Default Text |
When an admin adds a transaction though Financials - Transaction Add, or from within an account Add Transaction, this is the default email that will be sent when adding a payment. To turn OFF these emails by default, go to Admin > Settings > Edit Settings > Transactions and uncheck "Transaction Add: check 'send email' by default." |
School Templates
| Template | Description |
| Completion Email | After person enrolls, message that they completed the enrollment. |
| Completion Email Admin | After person enrolls, message to the admin that they completed the enrollment. |
| Completion Page Text | The text a user sees once they have submitted an enrollment. |
| Confirmation Email | After admin confirms enrollment, tell user that this was confirmed. |
| Confirmed Admin Email | After admin confirms enrollment, message to the admin that confirmed the enrollment. |
| Enrollment to Course Requested. | After admin requests an enrollment, email that goes out. |
| Enrollment to Grade Requested. | After admin requests an enrollment, email that goes out. |
| Info Above Grade Selection. | Text to show above school enrollment. |
Statement Invoice
| Template | Description |
| Invoice When Charge Contains VAT/GST | Will be added to invoice when charge type has VAT/GST turned on via Charge Types. |