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BalanceAAP > System Tools > Email Settings

KEY TOPICS:

  • Select (Mail) Format
  • Options for the "From" Field
  • Message Content

Select (Mail) Format

Email messages can be sent in either:one of the following formats:

  • HTML

OR

  • (Plain) Text

By selecting HTML, the userrecipient canof simplythe clickemail onwill areceive an embedded link to open the balanceAAPBALANCEhub Login page. You canHTML also add HTML tags tosupports the emailuse template, if desired, to addof logos, graphics, or other Web features.features in the email Content.

If you choose Text, or if the recipient-side system lacks HTML capabilities, removea thesimple defaultmessage HTMLwill links,be when working in the text editor, which is described below, under: Message Content.sent.

Options for the “From” Field

To help minimize the number of notification emails being caught by spam filters, all emails are sent from: BALANCEaap@berkshireassociates.com. However, you can enter your organization's email, next to the tagline: *Send Email on Behalf of

This "on behalf of" email address will be applied when a recipient clicks: Reply.

Develop Message Content

Important Note: Remove the default HTML tags and links from the Content template, if you chose Text as the Mail Format, above.

A default email template is provided, containing two tags:

  • [User Name] — Inserts the user's first and last name as they appear in the user’s account
  • [Plan Link] — Inserts a link to the BALANCEhub Login

Edit the textSubject ofLine, and proceed to creating the subject line and bodyBody of the email.