--- title: How to Edit the Email Triggers and SMS and Push Notifications description: Edit email triggers Hapana --- [Skip to content](https://support.hapana.com/kb/article/715#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 Edit the Email Triggers and SMS and Push Notifications ## Overview Want to customize the messages your clients receive? You can edit automated **email triggers**, view available **SMS** and **push notifications**, and even switch triggers on or off — all from your configuration settings. This is especially helpful for personalizing your communication, adding marketing flair with HTML designs, or simply managing what messages go out and when.   🎥 **Watch the walkthrough**: [Click here to watch on Loom](https://www.loom.com/share/a90e6877273f4f0d93a2e2b124a59d62) Or preview it below:   ## Prerequisites Before you begin: - You must have **admin access** to **Account Settings** - Prepare any HTML email templates or marketing images if needed - Know which email triggers you'd like to review or edit --- ## Step-by-step instructions --- ### Step 1: Go to your configuration settings 1. Click your **Location Name** at the top of the dashboard 2. Go to **Account Settings \> Configurations** 3. Scroll down to **Customized Emails Triggered by Hapana** 4. Click **Edit** ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759444611731_30c3f52a_image-20250527161054-102-1.png?width=2048&height=1273&name=1759444611731_30c3f52a_image-20250527161054-102-1.png) ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759444613493_c363b118_image-20250527161106-103-1.png?width=2048&height=1273&name=1759444613493_c363b118_image-20250527161106-103-1.png) ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759444615041_97ba2d3a_image-20250527161115-104-1.png?width=2048&height=1273&name=1759444615041_97ba2d3a_image-20250527161115-104-1.png) ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759444616587_7d2f218e_image-20250527161125-105-1.png?width=2048&height=1273&name=1759444616587_7d2f218e_image-20250527161125-105-1.png) --- ### Step 2: View available communication types 1. You’ll now see a list of email triggers 2. For each trigger, you’ll see columns for: - **Email** - **SMS** - **Push** 3. Most triggers have an email option. Some include SMS or push notifications. ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759444618382_5b015648_image-20250527161136-106-1.png?width=2048&height=1273&name=1759444618382_5b015648_image-20250527161136-106-1.png) ### Step 3: Edit the email content 1. Click the **email icon** next to a trigger (e.g. “First Visit Anniversary”) 2. This opens the editable email window 3. You can: - Write a **plain text** email - Use **placeholders** to pull client-specific info (e.g. name) - Add your **business logo** at the bottom - Or switch to **HTML mode** to add banners, images, and GIFs ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759444620444_4b0903c5_image-20250527161147-107-1.png?width=2048&height=1273&name=1759444620444_4b0903c5_image-20250527161147-107-1.png) ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759444622131_a7e8c7c7_image-20250527161157-108-1.png?width=2048&height=1273&name=1759444622131_a7e8c7c7_image-20250527161157-108-1.png) > Tip: Work with your marketing team to create custom HTML templates for a branded experience. --- ### Step 4: Understand editing limits for SMS and push - While you can view SMS and push notification content, you **cannot edit** them directly - Only **email content** is editable within this section ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759444623945_3ed94879_image-20250527161207-109-1.png?width=2048&height=1273&name=1759444623945_3ed94879_image-20250527161207-109-1.png) > Note: For SMS or push customization requests, contact the Hapana support team. --- ### Step 5: Turn email triggers on or off 1. Use the toggle next to each trigger name 2. **Green** = active 3. **Red** = off ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759444625621_353a8276_image-20250527161219-110-1.png?width=2048&height=1273&name=1759444625621_353a8276_image-20250527161219-110-1.png) > Tip: Use this to control exactly which emails are being sent out without deleting your customizations. --- ## Expected outcome After completing these steps, your email triggers will be updated to reflect your brand, tone, and design. You’ll also have clear control over which messages are active and being sent to your clients. --- ## FAQs **Q: Can I preview how the email will look before sending?** A: Not directly in the settings, but you can test it by temporarily assigning the trigger to a test client. **Q: Can I upload images or logos into plain text emails?** A: Not in plain text mode — switch to **HTML email** to add banners, logos, and styled visuals. **Q: Can I change the content of SMS or push messages?** A: Not in this section. Contact [support@hapana.com](mailto:support@hapana.com) if you need those customized. --- **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