Set Email Subject for Alerts

Last updated on June 10, 2024

Introduction

The email subject is the first thing recipients see after the sender's name when receiving the Alert. It should help recipients recognize the alert and briefly describe the content or purpose of the email. If you set up alerts for others, you probably also want the subject line to grab people’s attention and encourage them to open and read the alert.

The email subject line for Alerts works differently based on whether the alert is a single alert based on only one saved search or a Combined alert based on multiple alerts (saved searches).

Alerts containing only one alert (saved search) will always have the alert name as the email subject line.

Combined alerts based on multiple alerts may have the portal name or a specified default name as the email subject line:

• If the current Portal Alert Template does not have a specified email subject, the portal name will be used as the subject of the email.
• If the current Portal Alert Template has a specified email subject, that specified name will be used as the subject of the email.

Set Email Subject for Personal Alerts with only one saved search

Alert emails containing only one alert (saved search) will have the alert name as the email subject line.

Users can name the alert when creating it, and the name will be automatically generated as the email subject line.

TIPS!

When naming Personal Alerts, ensure it functions as a clear email subject line for the alert. This is particularly crucial when subscribing others to Personal Alerts.

Set Email Subject for Combined Alerts

The email subject line for Combined alerts containing multiple alerts (saved searches) can be named in two ways: using the portal name or another specified default name that will be the same for all combined alerts in the portal.

Portal admins manage the email subject line for Combined alerts in the Portal Alert template, which is located on the Alert Template page in Admin.

If you don't actively specify another default name, combined alerts will generate the portal name as the email subject name.

Change the Email Subject Name on the Current Alert Template:

1. Navigate to the Alert Templates page in Admin.
   
   
2. Click the More button and select Edit on the current alert template card.
   
   
   
   
3. Click the Save button at the top right of the alert template page. An “Update Alert template …” pop-up will now appear on the page.
   
   
4. Enter a default alert name of your choice in the “Email subject for combined alerts” text bar. Note that the name will be the same for all combined alerts sent from the portal.
   Alternatively, leave the text bar blank and use the portal name as the email subject.
   
   
5. Click the Save button to save the changes.
   
   

Set Email Subject Name when creating a new Alert Template

1. Navigate to the Alert Templates page in Admin.
   
   
2. Click the More button on a Global or Portal template card and select Duplicate. Add sections and use the edit functions to design your template.
   
   
3. When ready: Click the Save button at the top right of the alert template page. An “Update Alert template …” pop-up will now appear on the page.
   
   
4. Enter a default alert name of your choice in the “Email subject for combined alerts” text bar. Note that the name will be the same for all combined alerts sent from the portal. Alternatively, leave the text bar blank and use the portal name as the email subject.
   
   
5. Click the Save button to save the template.

TIPS!

When naming Combined Alerts, ensure it functions as a clear email subject line for all Combined alerts sent from the portal.

GOOD TO KNOW

When a custom default subject name is set on a portal template, the name will appear on the template card on the Alert template overview page in Admin.

User Access

All users have access to Personal Alerts. Portal Admins have access to the Alert Template page in Admin.