Email Events and Automated Notifications
How the automated email system works. Set it up once and it handles payment reminders, project updates, and status changes automatically.
ManskiPort has a full email automation system built in. No third-party email service required. Everything sends through WordPress’s built-in mail function (which you should have pointed at a real mail provider like Mailgun, Postmark, or SES – but that’s outside the scope of this doc).
Available Email Events
- Upcoming payment reminder (X days before due date)
- Overdue payment reminder
- Installment paid in full
- Project status change
- New document available
- Manual project update published
- Planning fee intake confirmed
Setting Up an Event
Go to ManskiPort CRM > Email Events. Click Add Event. You’ll see:
- Trigger – Which action fires this email
- Recipient – Client, admin, or both
- Subject – The email subject line. Supports merge tags.
- Body – Full HTML editor. Supports merge tags.
Merge Tags
Use these in your subject or body:
| Tag | Output |
|---|---|
{{client_name}} |
The client’s display name |
{{project_name}} |
The project or session name |
{{amount_due}} |
The current amount due |
{{remaining_balance}} |
Total remaining on the project |
{{due_date}} |
Next payment due date |
{{site_name}} |
Your WordPress site name |
{{document_name}} |
Name of a newly attached document |
{{document_url}} |
URL to the document |
{{update_title}} |
Title of a project update |
WP System Email Overrides
ManskiPort also lets you override WordPress’s built-in emails (welcome email, password reset, etc.) from the same Email Events screen. Look for the “WordPress System Emails” section. If you don’t touch these, WP’s defaults fire as normal.
If you’re on shared hosting and emails aren’t sending reliably, this isn’t a ManskiPort issue. Set up a transactional email provider. WP Mail SMTP is the easiest way to connect one.
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