--- title: How to Customize Email Triggers and Message Content description: Hapana Customize Email Triggers --- [Skip to content](https://support.hapana.com/kb/article/673#main-content) English Show submenu for translations [![email-logo.png](https://support.hapana.com/hs-fs/hubfs/hapana_2022/email_2022/footer%20logo.png?width=300&height=78&name=footer%20logo.png)](https://info.hapana.com/en?hsLang=en) Open main navigation Close main navigation - English Show submenu for translations - [Submit Ticket](https://21gxv.share.hsforms.com/2-8HozJXMSTW8kaFHC32eaw) [Submit Ticket](https://21gxv.share.hsforms.com/2-8HozJXMSTW8kaFHC32eaw) Hapana Help | Find answers here - There are no suggestions because the search field is empty. 1. [Hapana Knowledge Base](https://support.hapana.com/?hsLang=en) 2. [Member Management](https://support.hapana.com/member-management?hsLang=en) 3. [Account Settings](https://support.hapana.com/member-management?hsLang=en#account-settings) # How to Customize Email Triggers and Message Content **Overview** You can customize the content, sender settings, and format of automated email triggers inside CORE. This includes things like birthday messages, welcome emails, and visit anniversaries. You can also control which triggers are active and whether they send via email, SMS, or push notification. 🎥 **Watch the walkthrough**: [Click here to watch on Loom](https://www.loom.com/share/3d82445888aa46a7bc1a1ecf91319944?sid=ca705241-7913-443b-80ef-303667cbd6ca) Or preview it below: --- #### **Prerequisites** Before you begin: - You must have **admin access** to your **Account Settings** - You’ll need the content or design you want to use for plain text or HTML emails - Know which staff should be CC’d or listed as reply-to contacts --- ### Step-by-step instructions #### Step 1: Open the email triggers section 1. Click on your **Location Name** 2. Go to **Account Settings \> Configurations** 3. Scroll down to **Customize Email Triggers by Hapana** 4. Click **Edit** ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759444426186_01f82ebb_image-20250522142204-81-1.png?width=670&height=416&name=1759444426186_01f82ebb_image-20250522142204-81-1.png) ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759444428232_c2328c0d_image-20250522142229-82-1.png?width=670&height=416&name=1759444428232_c2328c0d_image-20250522142229-82-1.png) ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759444430292_cf4b886b_image-20250522142241-83-1.png?width=670&height=416&name=1759444430292_cf4b886b_image-20250522142241-83-1.png) ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759444432244_23f031da_image-20250522142257-84-1.png?width=670&height=416&name=1759444432244_23f031da_image-20250522142257-84-1.png) --- #### Step 2: Understand your trigger list - You’ll see a full list of emails pre-configured by Hapana - **Green icon = ON** (the trigger is active) - **Red icon = OFF** (the trigger won’t send) - You **cannot add new triggers**, but you can customize existing ones ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759444434595_82b9cb43_image-20250522142455-85-1.png?width=670&height=416&name=1759444434595_82b9cb43_image-20250522142455-85-1.png) --- #### Step 3: Edit email content and settings 1. Click **Edit** next to any trigger 2. In the email settings window, you can update: - **Apply-to name**: The business name shown in the email - **Reply-to email**: Where replies should be sent - **CC email**: Add teammates to receive a copy - **Subject line** - **Message body** (plain text or HTML) ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759444436627_6d721ce7_image-20250522142510-86-1.png?width=670&height=416&name=1759444436627_6d721ce7_image-20250522142510-86-1.png) > Tip: Use placeholders like \[business\_name\] or \[client\_name\] to auto-fill info in each message. --- #### Step 4: Switch between plain text and HTML - **Plain text**: Basic formatting, quick to update - **HTML**: Supports banners, images, styled formatting (paste HTML code) - Choose the format that fits your studio's branding and marketing goals ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759444438750_ef494a58_image-20250522142521-87-1.png?width=670&height=416&name=1759444438750_ef494a58_image-20250522142521-87-1.png) --- #### Step 5: Customize timing and delivery type 1. Some emails (e.g. birthday messages) allow you to: - Set the **send timing** (e.g., send “0” days before = same-day delivery) - Enable or disable **SMS**, **push**, and **email** 2. Green = active, Red = inactive 3. Only the formats that are enabled will be sent to the client --- **Expected outcome** You’ll have fully customized emails that reflect your studio’s branding and tone. Plus, you'll have control over who receives what, and when — whether via email, SMS, or push. --- FAQs **Q: Can I create new email triggers from scratch?** A: No, you can only customize the triggers already provided by Hapana. **Q: Can I edit push or SMS content?** A: You can view SMS and push messages, but **only email** content is editable. **Q: What happens if I only enable push notifications?** A: Clients will only receive the message via the app - nothing will be sent by email or SMS. --- **Still need help?** Reach out to our support team via [support@hapana.com](mailto:support@hapana.com) - [Member Management](https://support.hapana.com/member-management?hsLang=en#main-content) - [Account Settings](https://support.hapana.com/member-management?hsLang=en#account-settings) - [Client Accounts](https://support.hapana.com/member-management?hsLang=en#client-accounts) - [Edit Profile](https://support.hapana.com/member-management?hsLang=en#edit-profile) - [Retail Configurations](https://support.hapana.com/member-management?hsLang=en#retail-configurations) - [Other](https://support.hapana.com/member-management?hsLang=en#other) - [Schedule](https://support.hapana.com/member-management?hsLang=en#schedule) - [Client Page](https://support.hapana.com/member-management?hsLang=en#client-page) - [General](https://support.hapana.com/member-management?hsLang=en#general) - [Reporting](https://support.hapana.com/member-management?hsLang=en#reporting) - [Retail Dashboard](https://support.hapana.com/member-management?hsLang=en#retail-dashboard) - [Team Settings](https://support.hapana.com/member-management?hsLang=en#team-settings) - [Hapana Member Access Control (MAC) Doors](https://support.hapana.com/member-management?hsLang=en#hapana-member-access-control-mac-doors) - [Cash Drawer](https://support.hapana.com/member-management?hsLang=en#cash-drawer) - [Marketing Solutions](https://support.hapana.com/marketing-solutions?hsLang=en#main-content) - [App](https://support.hapana.com/marketing-solutions?hsLang=en#app) - [Contacts](https://support.hapana.com/marketing-solutions?hsLang=en#contacts) - [Marketing](https://support.hapana.com/marketing-solutions?hsLang=en#marketing) - [Conversations](https://support.hapana.com/marketing-solutions?hsLang=en#conversations) - [Settings](https://support.hapana.com/marketing-solutions?hsLang=en#settings) - [Automations](https://support.hapana.com/marketing-solutions?hsLang=en#automations) - [Branded Solutions](https://support.hapana.com/branded-solutions?hsLang=en#main-content) - [Branded App](https://support.hapana.com/branded-solutions?hsLang=en#branded-app) - [Branded Kiosk](https://support.hapana.com/branded-solutions?hsLang=en#branded-kiosk) - [Hapana Hub](https://support.hapana.com/hapana-hub?hsLang=en) - [Website Embed Widgets](https://support.hapana.com/website-embed-widgets?hsLang=en) - [About us](https://hapana.com/about-us/) - [Careers](https://hapana.com/careers/) - [Contact us](https://hapana.com/contact-us/) - [Privacy policy](https://hapana.com/privacy-policy/) - [Terms & conditions](https://hapana.com/terms-and-conditions/) [![email-logo.png](https://support.hapana.com/hs-fs/hubfs/hapana_2022/email_2022/footer%20logo.png?width=300&height=78&name=footer%20logo.png "email-logo.png")](http://hapana.com?hsLang=en) Copyright © 2025, Hapana