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Documentation

Email Templates

Customize application, outcome, donation, and team-notification emails

In this guide

Key sections from this documentation page.

Template GroupsEditing a TemplateRecipients and Sending

Use Settings > Email Templates to control the messages PawPlacer sends during application and outcome workflows. Administrators can edit templates; Privileged users can review the page without changing content.

Template Groups

The page contains 13 templates.

Applicant acknowledgments

  • Adopter Application Received
  • Foster Application Received
  • Surrender Application Received
  • Volunteer Application Received

Team notifications

  • Adopter Application: Team Notification
  • Foster Application: Team Notification
  • Surrender Application: Team Notification
  • Volunteer Application: Team Notification

Outcome confirmations

  • Adoption Confirmation
  • Adoption Team Notification
  • Donation Confirmation
  • Foster Approval Confirmation
  • Volunteer Approval Confirmation

Select a template in the list to review its subject, body, status, recipients, variables, and recent activity.

Editing a Template

  1. Select a template.
  2. Edit the subject and message body.
  3. Insert supported variables from the variables panel.
  4. Configure recipients for team notifications.
  5. Enable the template and automatic sending when that option is available.
  6. Use Preview or Send Test Email before depending on it in a live workflow.

The editor flags missing required variables and other health issues. Use the quick fixes where offered, or update the content directly.

Recipients and Sending

Team-notification templates can send to the account owner and selected members. Recipient lists can be copied between compatible team templates.

Application acknowledgments and team notifications can be queued from public submissions. Foster and volunteer approval messages can be queued when an external application is approved. Adoption, adoption-team, and donation messages follow their related workflow actions and template settings.

Internally created people records do not receive the external-application acknowledgment.

Preview, Test, and History

  • Preview renders the template with sample values.
  • Send Test Email sends a test without changing a real applicant or outcome.
  • Recent activity shows recent sends, failures, and retry actions.
  • Version snapshots in the browser let you compare or restore recent editing states on that device.
  • Reset to default restores PawPlacer's default subject and body.

If a message is missing, confirm the template is enabled, its trigger supports automatic sending, the recipient email is valid, and team recipients are configured where required. Then inspect Recent activity for the failure details.

Keep reading

Move through the documentation in order.

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