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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:
  • HTML

OR

  • (Plain) Text

By selecting HTML, the user can simply click on a link to open the balanceAAP Login page. You can also add HTML tags to the email template, if desired, to add logos, graphics, or other Web features.

If you choose Text, or if the recipient-side system lacks HTML capabilities, remove the default HTML links, when working in the text editor, which is described below, under: Message Content.

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

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 text of the subject line and body of the email.