Your Novi website allows you to customize the ‘From’ and ‘Reply-To’ addresses for transactional emails based on specific categories. This ensures emails are sent from and directed to the correct staff member, allowing for prompt responses without the need for email forwarding.
Transactional vs. Marketing Emails
Transactional Emails are automated messages triggered by specific user actions in Novi AMS, such as event registrations, new member sign-ups, or password resets. These emails are distinct from Marketing Emails, which are strategically planned campaigns sent through third-party platforms like MailChimp or Constant Contact.
This article focuses specifically on Transactional Emails sent from Novi AMS.
Sections in this article:
Understanding Transactional Email Customization
Each Novi site has a Default Email Address used for all transactional emails. However, you can override this by enabling "Designate Transactional Email Addresses by Department" in your site's Association Settings under the Transactional Emails tab.
When enabled, you can specify unique 'From' and 'Reply-To' addresses for the following categories:
Website User Management – Account creation, password resets, and login-related emails.
Membership – Welcome emails, renewal notifications, and membership-related messages.
Events – Event registration confirmations, event reminders, and capacity notifications.
Ecommerce – Order confirmations, fulfillment notifications, and receipts.
NPS – Survey emails sent to targeted individuals.
Email Types
Transactional emails sent from Novi are each assigned to one of the following email types:
API Key
Census
Default
Ecommerce
Events
Membership
Novi Pay
NPS
Task
Website User Management
The From Email Address, From Name, and Reply-To Email Address depend on the email type and whether the department-based designation is enabled.
📌 If a specific email type does not have a designated sender address, it will default to the main email address. If you need the default changed, please contact Novi support.
Default Email Rules
The "Default Email Address for Transactional Emails" is used when:
The email type is Default, Task, API Key, or Census.
-OR-"Designate Transactional Email Addresses by Department" is not checked.
-OR-If “Designate Transactional Email Addresses by Department” is enabled and any of the fields (From Address, From Name, or Reply-To Address) are left blank, then the default email address and/or default name will be used instead.
Email Address Assignments by Type
If “Designate Transactional Email Addresses by Department” is enabled, here’s how the sender details are assigned based on email type:
From Email Address
API Key, Census, Default, Task → "Default Email Address"
(If you need this default email address changed, please contact Novi support.)
Ecommerce → Ecommerce "From" Sender Address
Events → Events "From" Sender Address
Membership → Membership "From" Sender Address
Novi Pay → "Default Email Address"
NPS → NPS "From" Sender Address
Website User Management → Website User Management "From" Sender Address
From Name
API Key, Census, Default, Task → Default "Name Displayed on Emails"
(If you need this default name changed, please contact Novi support.)
Ecommerce → Ecommerce "From" Sender Name
Events → Events "From" Sender Name
Membership → Membership "From" Sender Name
Novi Pay → Default "Name Displayed on Emails"
NPS → NPS "From" Sender Name
Website User Management → Website User Management "From" Sender Name
Reply-To Email Address
API Key, Census, Default, Task, Novi Pay → "Default Email Address"
(If you need this default email address changed, please contact Novi support. Note that this is pulled from the same field as the "From Email Address" above, so they'll always match.)
Ecommerce → Ecommerce "Reply-To" Address
Events → Events "Reply-To" Address
Membership → Membership "Reply-To" Address
Novi Pay → "Default Email Address"
NPS → NPS "Reply-To" Address
Website User Management → Website User Management "Reply-To" Address
List of Transactional Emails
Novi includes several automated email scenarios, each listed below (grouped by email type). For each scenario, you’ll find the From Address, From Name, Reply Address, and Email Subjects.
API Key
From Address: Default Email Address
From Name: Default Name Displayed on Emails
Reply Address: Default Email Address
Email Subjects:
API Key Notification - "API Key Added/Edited"
Census
From Address: Default Email Address
From Name: Default Name Displayed on Emails
Reply Address: Default Email Address
Email Subjects:
Determined within each Census, on the Settings tab, in the Census Request Email section.
Default
From Address: Default Email Address
From Name: Default Name Displayed on Emails
Reply Address: Default Email Address
Email Subjects:
Auto-Pay Notification - "Auto-Pay has been disabled"
Census Request - Subject retrieved from "Census" table based on request
Census Reminder - Subject retrieved from "Census" table based on request
Daily Digest Notification - "Daily Digest for {_tenantSettings.Name}"
Forward Email - Subject retrieved from original email
Download Transactions as PDFs - "Your batch printed transactions are ready"
File Download Alert - "Novi Export is Ready"
Novi Pay Warning - "Novi Pay QuickBooks Reconciliation Warning"
Role Change - "New Admin with Special Accounting Privileges Added"
Report Notification - "Upcoming Renewals Report"
Shared Reports - Subject retrieved from "ReportShareSettings" table based on which custom report is being processed
Webhook Deactivated - "{tenant.TenantID}: Webhook {(deactivation ? "Disabled" : "Failure")} Notification"
Ecommerce
From Address: Ecommerce "From" Sender Address
From Name: Ecommerce "From" Sender Name
Reply Address: Ecommerce "Reply to" Address
Email Subjects:
Contact - "Contact Request on {_tenantSettings.Name}"
Order Confirmation to Customer - "{_tenantSettings.Name} - Confirmation"
Order Alert to Admin - "New Order Received"
Order Fulfillment Notification - "Order #{entity.OrderNumber} has been fulfilled by {_tenantSettings.NameAbbreviated}"
Renewal Confirmation - "{subscription.Product.Name}: Subscription Renewal Confirmation"
Renewal Notice - "{subscription.Product.Name}: Subscription Renewal Notice"
Subscription Price Change - "Price Adjustment Notice"
Events
From Address: Events "From" Sender Address
From Name: Events "From" Sender Name
Reply Address: Events "Reply to" Address
Email Subjects:
Capacity Alert - "{_tenantSettings.NameAbbreviated} - Event Capacity Alert"
Registration Notification - "Registration received for {event.Name}"
Registration Confirmation - "{_tenantSettings.NameAbbreviated}: {eventEntity.Name} Registration Confirmation"
Send Event Registration (Attendee Centric) - "{_tenantSettings.NameAbbreviated}: {eventEntity.Name} Registration"
Registration Summary - "{_tenantSettings.NameAbbreviated}: {eventEntity.Name} Registration Summary"
Get Event Registration (Attendee Centric) -
"{_tenantSettings.NameAbbreviated}: {eventEntity.Name} Attendee Confirmation"Upcoming Event Reminder - "{_tenantSettings.NameAbbreviated}: {eventEntity.Name} Event Reminder"
Send Credits - "Continuing Education Certificate Email"
Send Scheduled Reminder - "{_tenantSettings.NameAbbreviated}: {eventEntity.Name} Reminder"
Scheduled Reminder - "{_tenantSettings.NameAbbreviated}: {eventEntity.Name} Starts at {eventEntity.StartDate.ToString("h:mm tt")} {eventTimeZone.GetTimeZoneAbbreviation()}"
Membership
From Address: Membership "From" Sender Address
From Name: Membership "From" Sender Name
Reply Address: Membership "Reply to" Address
Email Subjects:
Auto-Pay Renewal Notification - "{AutoPayRenewalNoticeEmailSubject}"
Auto-Pay Pre-Failure Notification -
"{AutoPayPreFailureWarningEmailSubject}"Auto-Pay Failure Notification - "{AutoPayFailureNoticeEmailSubject}"
Auto-Pay Success Notification - "{AutoPayChargeSuccessEmailSubject}"
New Member Signup Notification - "New Member Signup"
Pending Email - "{memberType.PendingEmailSubject}"
Welcome Email - "{memberType.WelcomeEmailSubject}"
Notification of New Linked Person (if parent is a company) - "Individual Linked to Your Company on {_tenantSettings.NameAbbreviated}"
Notification of New Linked Person (if parent is a person) - "Individual Linked to Your Membership on {_tenantSettings.NameAbbreviated}"
Renewal Notification - "{RenewalNoticeEmailSubject}"
Renewal Confirmation - "{RenewalConfirmationEmailSubject}"
Send Sample Email button - the email subject depends on which email is being sent as a sample
Novi Pay
From Address: Default Email Address
From Name: Default Name Displayed on Emails
Reply Address: Default Email Address
Email Subjects:
Account Created - "Novi Pay Account Created"
Account Approved - "Novi Pay Account Approved"
Approval Pending - "Novi Pay Account Update"
New Account Action Required - "Novi Pay Account Action Required"
Coming Soon:
Payout Successful
Payout Failed
Deposit Reconciliation Successful
Deposit Reconciliation Failed
Payment Received
Refund Processed
Transaction Disputed - Created
Transaction Disputed - Won
Transaction Disputed - Lost
NPS
From Address: NPS "From" Sender Address
From Name: NPS "From" Sender Name
Reply Address: NPS "Reply to" Address
Email Subjects:
Send Survey - "{MainEmailSubject}"
Send Survey Reminder - "{ReminderEmailSubject}"
Task
From Address: Default Email Address
From Name: Default Name Displayed on Emails
Reply Address: Default Email Address
Email Subjects:
Task Assigned - "Novi task: {Activity.Subject}"
Task Reminder - "Novi task reminder"
Website User Management
From Address: Website User Management "From" Sender Address
From Name: Website User Management "From" Sender Name
Reply Address: Website User Management "Reply to" Address
Email Subjects:
Account Not Found - "No Account Found for {_tenantSettings.Name}"
Password Reset - "Password Reset on {_tenantSettings.Name}"
Emails sent via the Contact Us Form - "Contact Request for {_tenantSettings.Name}"
Emails sent via the Directory Contact Form -
"{MemberDirectoryContactFormTitle}"Copy of Emails sent via the Directory Contact Form -
"{MemberDirectoryContactFormTitle}"User Account Created - "Account Created on {_tenantSettings.Name}"
User Account Changed - "Account Email Change on {_tenantSettings.Name}"
Send Sample Email button - "Sample email for {_tenantSettings.Name}"
Send Validation Code - "Validation Code for {_tenantSettings.Name}"
Linked Customer Accounts Notification - "Account Linked on {_tenantSettings.Name}"
Related Articles
Association Settings: Transactional Emails - This section in Association Settings allows admins to manage email preferences for transactional emails, customize security settings for the Member Directory contact form, verify Domain Authentication, and set Link Tracking preferences.
Transactional Email Log - Review the deliverability and open/clicks of transactional emails sent from Novi.
Advanced: SendGrid Email Domain Authentication - Authenticate your email domain to ensure your messages reach members.