Change the default journey email template
Last updated 29 April 2026
Money Alive Office ships with a recommended invite email, but you can edit the wording to match your own tone of voice. Templates are managed from the Email templates settings.
What you'll need
- A system-user account on a package that includes Email templates.
Steps
Open Settings — click Settings in the left-hand navigation.
Open the Email templates tab — only available on certain packages.
Choose the template to edit. The Multi topic invite template is used when a viewer is invited to more than one topic at once.
Edit the wording and save. The form validates that any replacement patterns are correctly formatted.
Reset if needed — use Reset email to restore the recommended template at any time.
Replacement patterns
Replacement patterns are placeholders in { } brackets that Money Alive Office swaps for real values when the email is sent. None are mandatory, but the form will check the formatting of any you do use.
| Pattern | What it inserts |
|---|---|
{name} |
The viewer's name. |
{inviteInstructions} |
Instructions for accessing Money Alive Office. |
{viewerUser} |
The viewer object — access fields like viewerUser.email. |
{creator} |
The system user who sent the invite — access fields like creator.email. |