COMPANY022 — How to Customize System Emails

Modified on Mon, 10 Aug at 11:48 AM

System emails sent by Xtrm notify users or companies when tasks or financial transactions are completed. By default, these emails include standard links and references to xtrm.com for support.

If you are a remitter, partner, or enterprise client, you can customize system email content to align with your organization's brand identity.

Plan Requirement: The Custom Emails feature is available exclusively on the Xtrm Pro Plan (and enterprise/custom tiers). Upgrade your plan in account settings to unlock email template customization along with other custom branding tools.

How to Access and Edit Custom Emails

1. Access Settings: Top-right header navigation.

Log in to your Xtrm Company Account and click the Settings icon (the gear icon) located in the upper right-hand corner of your dashboard.

2. Select Custom Emails: Email template configuration.

Click the Custom Emails button to open the email template editor.

3. Customize Email Content: Component-level editing.

Select the specific email template you want to modify. System emails are divided into modular editable sections. You can update branding copy and custom links while maintaining the required layout.

4. Test Your Changes: Preview and verification.

Send a test email to yourself to review the layout, formatting, and messaging before making it live for recipients.

Important Guidelines

Mandatory Regulatory Copy: Email templates are structured to preserve required regulatory and legal disclosures. Certain mandatory system fields cannot be altered or removed.
Mass Payment Files: When submitting mass payment batch files, notify Xtrm support or your account manager if you want the system to utilize your custom email templates for that payout run.
Requesting New Templates: Xtrm continually adds new customizable system email options. If you require customization for a specific notification type not currently listed, contact support@xtrm.com with your request.