Email notifications are sent to families when digital forms, ID verification or the DC Working copy have been completed. Funeral homes have the ability to customize the text in these email templates.
**If you're looking for information on customizing Proposals, Digital Forms, ID Verification, and Death Certificate Working Copy email templates, click here.**
Accessing the Email Notification Templates
To access the email notification templates, click on your name in the upper right corner of the dashboard and select Settings from the dropdown:
If Email templates isn't already expanded on the left side, click on the arrow to expand the options and see Digital forms, ID verification and Death Certificate working copy (Proposals does NOT have Automated notification emails template options). Click on the preferred Automated notification emails you need to edit:
Editing the Templates
To edit a template, simply click on the pencil to the right:
**Please note** If you aren't sure what the purpose of a particular notification is, simply hover over the circled "i" to the left of the form and an informational popup will display:
For Digital Forms, automated notifications are sent upon completion of forms:
Form completion notification to family - notification sent to family when forms are completed along with copies of completed forms
Form completion notification to funeral home - notification sent to funeral home after family completes forms
Vitals completion notification to funeral home - notification that vital statistics are complete
Form request email sent to family after online arrangements - notification sent to the family to complete vital statistics
Request to Funeral Director to sign a form - notification sent to Funeral Director when family has completed their part and the form is ready for the FD signature
For ID verifications, the automated notification emails are for either successful or unsuccessful verifications:
Successful verification to funeral home - Notification sent upon successful identification of a decedent.
Unsuccessful verification to funeral home - Notification sent upon unsuccessful identification of a decedent.
For the Death Certificate working copy, users have the ability to edit automated emails that are sent to either the family or funeral home staff following the review of the DC working copy. This includes the audit copy email automatically sent to the family, and those sent to the funeral home when the DC working copy is approved or errors are reported:
Audit copy to family - Email sent to the family with a copy of the death certificate audit.
Successful review notification to funeral home - Email sent to funeral home upon successful review of the death certificate working copy.
Unsuccessful review notification to funeral home - Email sent to funeral home upon errors reported for the death certificate working copy.
Field Mappings
Once in the selected template, you'll notice that it's very much like the email templates for Proposals, ID Verifications, DC Working Copies, and Digital Forms and editing them follows the same procedure. Once you're in the edit screen, the second box displays the Field mapping keys. These mappings can be copied by clicking on the small boxes to the right of the bracketed text you want to copy:
Template Content
After copying the selected bracketed field, you can then paste that (right click and paste or Ctrl-v) into any part of the Email content (the body of the email):
After you've completed any changes, you can preview your email by clicking on the Preview button in the lower right corner:
After you've previewed the email, you can click Close in the lower right corner:
Footer Content
If you want to utilize the footer of the mail, you can also copy/paste any fields you would like to have reside in that footer (Should you decide to have nothing in the footer, just remove the bracketed fields. Please keep in mind that the footer space will still remain, but be empty.). You can also add any text, as well:
Previewing and Saving Changes
After you've completed any changes, you can preview your email by clicking on the Preview button in the lower right corner:
After you've previewed the footer, you can click Close in the lower right corner:
Assuming all appears as you prefer, simply click on the green Save changes button in the lower right corner:
Questions? Feel free to contact our Support team and we'll be happy to help!