Email Notifications

PortalPress sends transactional emails for key events. All emails are sent via wp_mail() and can be customized from Settings > Emails.

Global Settings

SettingDescription
From NameSender name on all PortalPress emails. Defaults to your site name.
From EmailSender email address. Defaults to your admin email.
Admin Email RecipientsComma-separated list of addresses that receive admin notifications.

Email Triggers

Each trigger can be individually enabled/disabled and has a customizable subject line and body.

Admin Notifications

TriggerWhen It Fires
New Client RegisteredA client registers or is created by an admin
File UploadedA client uploads a file from the portal
Client Profile UpdatedA client updates their profile information
Client Note ReceivedA client sends a note from the portal

Client Notifications

TriggerWhen It Fires
WelcomeClient account is created (registration or admin-created)
Password ResetClient requests a password reset
Admin Added FileAdmin uploads a file to the client’s portal
Admin Shared Note ReceivedAdmin shares a note with the client

Merge Tags

Use {{tag_name}} placeholders in subject lines and email bodies. Tags are replaced with actual values when the email is sent.

Available in all emails:

  • {{site_name}} — your site name
  • {{login_url}} — link to the login page
  • {{portal_url}} — link to the portal page

Available in all client/admin emails:

  • {{first_name}}, {{last_name}}, {{email}}

Trigger-specific tags:

  • {{file_name}} — file upload emails (admin and client)
  • {{file_count}} — admin-added-file email only
  • {{reset_url}} — password reset email