Customising Prospectus Plus Transactional Emails

Transactional emails in Prospectus Plus can be styled to better reflect your institution’s branding. By default, these emails are sent as plain text. However, we can enable HTML formatting to provide a cleaner, more professional appearance.

With HTML emails enabled, your transactional communications will look cleaner and more professional, while staying on-brand. Provide us with your logo and preferred colour palette, and we’ll take care of the rest.

What Are Transactional Emails?

Transactional emails are system-generated messages sent in response to a user’s action. Examples include:

• Account confirmation
• Password reset
• Prospectus download links
• Appointment confirmations

They are not marketing emails. Marketing emails are typically sent in bulk, often for promotional or engagement purposes, and require tools designed for that purpose (see “For more advanced email needs” below).

What You Can Customise

While the layout and structure of transactional emails in Prospectus Plus cannot be changed, you can make them more visually appealing by customising:

• Institution logo (PNG, JPEG, or GIF format)
• Colours for various elements, including:
• Text body background
• Text body colour
• Link colour
• Email background
• Button background
• Button text
• Button hover states

Once customised, emails will adopt a consistent style using your chosen colours, improving brand consistency.

How the Process Works

Customisation is handled by the Prospectus Plus team. Clients cannot apply these changes themselves, but simply need to provide:

1. Logo file (PNG, JPEG, or GIF)
2. Colour values (in HEX format) for the desired elements

We will:

• Apply your brand colours
• Enable HTML formatting for your transactional emails
• Test to ensure they display correctly

Important Limitations

• Layout is fixed – only colours and logo can be changed.
• Not for marketing campaigns – these templates are designed for essential, system-triggered communication, not promotional content.
• Email marketing tools – for advanced designs, fully customised layouts, or bulk email campaigns, we recommend integrating with a CRM or email marketing platform via our Zapier or Nintex integrations.

Updated on: 14/08/2025