Overview
Rolio sends emails automatically for key events. You can customize subject lines and body text to match your organization’s voice. Go to Admin → Emails to manage templates.System Emails
| Trigger | |
|---|---|
| Profile Update Request | Admin sends a magic link |
| Member Directory Access | Member requests login link |
| Admin Invitation | Admin invites a co-admin |
| Password Reset | Admin requests password reset |
| Update Submitted | Member submits via magic link |
| Update Approved | Admin approves an update |
| Update Rejected | Admin rejects an update |
| Member Added | New member added (if notify enabled) |
Editing a Template
- Click Edit next to any template
- Modify the Subject line and Message body
- Use variable chips to insert dynamic values
- Use Email preview to see how it looks
- Click Save changes
Available Variables
| Variable | Description |
|---|---|
{org_name} | Your organization’s name |
{member_first} | Member’s first name |
{action_url} | The magic link URL |
{expiry_date} | Link expiry date |
{admin_email} | Admin’s email address |
Plan Limits
| Plan | Email Customization |
|---|---|
| Trial / Starter | Subject line only |
| Pro | Full subject + body, broadcasts |
| Organization | + Custom HTML editor |
Broadcast Emails (Pro+)
- Click Compose & Send
- Select a template or write a custom message
- Choose recipients (all members or a specific group)
- Preview and confirm, then click Send