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How do I manage and customize email sender names and templates in Spark Membership?

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Written by Partner Training

Email management is a common requirement for users of Spark Membership. Customizing email templates and sender information allows you to personalize communication with your students and ensure consistency in branding.

To help you customize sender names and modify email templates effectively, detailed instructions for various scenarios are outlined below.

Changing the Sender Name for Automated Emails

To change the name that appears in automated trial or other emails sent via Spark Membership, follow these steps:

  1. Navigate to Left Side Menu Bar > More Features > Spark Ignite > General Settings.

  2. Locate the field that stores the instructor or sender name, often represented as the merge tag {INSTRUCTOR-NAME}.

  3. Update the name to the desired value (e.g., changing ‘Sensei Terry’ to ‘Master Terry’).

  4. Save your changes to ensure updates are applied across all automated emails using the {INSTRUCTOR-NAME} merge tag.

This change is system-wide and will update all emails utilizing this particular merge tag.

Instructor Name Not Populating in Emails

Some emails are generic notifications not sent from a specific staff member. Because they aren’t tied to an individual sender, instructor-specific placeholders (e.g., {instructor-name}) won’t populate in those messages.

Editing Automation Email Templates

If you need to locate and edit a specific template used in automation emails such as "Membership Expiring Soon," here's how to do it:

  1. Open the student profile of someone who received the email.

  2. Click the Timeline tab.

  3. Find the entry showing the automation that sent the email.

  4. Use the automation name or link shown there to open and edit the template for that automation action step.

This allows precise adjustments to the content or structure of automated emails.

Removing Personal Names from Receipt Emails

If your personal name appears incorrectly in receipt emails but you want only the school or organization name to show:

  1. Check the receipt template for the {USERNAME} merge tag. Remove it if it is present.

  2. If the template field is blank, the system defaults to a preconfigured template. You can paste and edit the default content:

Hi,   Thank you for your purchase.   You can view your receipt online at the following address:   {INVOICE-URL}   Thank you,   {LOCATION-NAME}

  1. Replace {USERNAME} with {LOCATION-NAME} to display only the school's name, if needed.

  2. Save changes to the email template.

This ensures that personal names no longer appear in your emails.

Bulk Updating Sender Names in Spark Membership

  • Ignite Automations: You can update the sender information in bulk by navigating to Left Side Menu Bar > More Features > Spark Ignite > General Settings. Make the desired updates to the sender name or send-from address here. Changes will apply universally to all Ignite automations.

  • Spark Automations: Unfortunately, bulk updates are not available for Spark automations. You will need to access and edit each email template individually to change the sender information.

  • Generic Notifications: Certain emails are designed as generic notifications and do not support instructor-specific placeholders.

By following the above steps, you can ensure your emails are professional, consistent, and aligned with your organizational standards.

By understanding these limitations and troubleshooting common issues, you can ensure your email communications remain effective and professional.

For any additional assistance or troubleshooting, consult the Spark Membership Help Center or customer support.

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