How to Edit Default Email Templates in the Sparkforge Client Portal

By Sparkforge Support Team ·Last reviewed May 3, 2026

Client Portal Owners can convert any default Client Portal email into an editable copy, customize content with merge fields, preview the result, and activate it as the live template for that notification.

Client Portal default emails — for Documents & Contracts, Courses, Certificates, and more — start out locked. The Edit Default Email Templates capability turns any default into an editable copy you can customize, preview, and set as the active template.

What this does

The feature lets Client Portal Owners convert a system default email into an editable template, tailor the content, and activate it for the matching notification. You keep the original layout and refine tone, branding, and merge fields without rebuilding from scratch.

What you get

Speed — convert any default into an editable template instantly.
Consistency — keep the existing layout while refining tone and content.
Personalization — use merge fields and custom values for dynamic details.
Accuracy — preview with custom fields so you see what contacts will see.
Control — apply per-notification edits across supported Client Portal apps.

How to edit a default email template

Go to Sites → Client Portal → Settings → Email Settings (or Memberships → Client Portal → Settings → Email Settings).
Find the main notification group (Client Portal, Communities, Certificates, Courses).
For the sub-category notification you want to edit, click the Eye Icon to preview, then click Default Template to start customizing. You can also pick a previously saved email template from the Select Template dropdown.
Click Edit to open the editor.
Read the caution box and click Proceed.
Use the Email Builder to customize content.
Save the template. The saved template is auto-selected for the notification.
Click Save to confirm.

Frequently Asked Questions

Who can edit default email templates in the Client Portal?

Client Portal Owners with access to Email Settings. Role-based visibility may vary by account configuration.

Does saving a custom copy immediately activate it?

Yes. The customized version is used for that specific notification as soon as you save.

Can I manage templates per function (Courses, Certificates, Documents & Contracts)?

Yes. Each supported function lists its notifications in Email Settings with template controls.

Can I select templates I created previously?

Yes. Previously saved email templates remain available and can replace a notification's default.

Can I switch back to the default template?

Yes. Default templates remain available to restore at any time.