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

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

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Written by Partner Training
Updated today

Email management is a common requirement for users of Spark Minds. 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 Minds, 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.

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. Left Side Menu Bar > Contacts > View Students.

  2. Click the "view" button right next to the student you want to view.

  3. On the "Profile Dashboard" page, scroll down and select the "Timeline" tab.

  4. Identify the entry reflecting the automation that sent the email.

  5. Click the automation name or link displayed there to open and modify the template corresponding to 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 Minds

  • 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.

By following the above steps, you can ensure your emails are professional, consistent, and aligned with your organizational standards. For any additional assistance or troubleshooting, consult the Spark Minds Help Center or customer support.


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