To customize white-label emails, you can visit ‘Email Templates’ under the ‘Agency’ tab. Here, you can edit the content for all the email templates the platform sends. Once you’ve edited the email templates, you can head over to the user permissions to decide what emails each user will receive.
If you’re looking to customize the text that is sent out alongside the reports you send out, you can head into the Report Builder, hit ‘Edit Report’ on the report in question, then hit ‘Edit Schedule before pressing ‘Continue’. From there, you can scroll down to a text box that will allow you to customize the text that is sent out with your report.
