PortalPress sends transactional emails for key events. All emails are sent via wp_mail() and can be customized from Settings > Emails.
Global Settings
| Setting | Description |
|---|---|
| From Name | Sender name on all PortalPress emails. Defaults to your site name. |
| From Email | Sender email address. Defaults to your admin email. |
| Admin Email Recipients | Comma-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
| Trigger | When It Fires |
|---|---|
| New Client Registered | A client registers or is created by an admin |
| File Uploaded | A client uploads a file from the portal |
| Client Profile Updated | A client updates their profile information |
| Client Note Received | A client sends a note from the portal |
Client Notifications
| Trigger | When It Fires |
|---|---|
| Welcome | Client account is created (registration or admin-created) |
| Password Reset | Client requests a password reset |
| Admin Added File | Admin uploads a file to the client’s portal |
| Admin Shared Note Received | Admin 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