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How can I customize the invitation email for clients?

Administrador November 7, 2024

 

 

Hello everyone, I am new to Jira and we are days away from putting the product into production. I would like to know how I can personalize the emails that are sent to clients, please.



Jira Mail Invitation.png

2 answers

1 vote
Mariana Silveira Sales
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November 7, 2024

In the project settings -> notifications -> customer notifications: Customer invited

Click on the edit button and you'll be able to customize.

Screenshot at Nov 07 14-26-04.pngScreenshot at Nov 07 14-26-28.png

Administrador November 7, 2024

Hi Mariana

Thank you very much for the information, I am going to apply it, I have an additional question Can the sending email be changed as well?

Mariana Silveira Sales
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November 7, 2024

Yes, you need to configure a custom email address, to do that you can follow the steps in this document: 

https://support.atlassian.com/jira-service-management-cloud/docs/send-notification-emails-from-your-own-domain-in-next-gen/

But before doing that on the JSM side, you will need to add a custom email to your  Organization: 

https://support.atlassian.com/organization-administration/docs/what-are-the-steps-for-setting-up-custom-email-addresses/

Administrador November 8, 2024

Hello Mariana
I followed the steps you told me but the invitation messages still continue to arrive to users under the same Atlassian format

Maybe there is something else I need to configure for the custom email to apply?

thank you very much for your response and help

0 votes
Mariana Silveira Sales
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November 8, 2024

There is two types of invitations messages: 

1) Atlassian Accont Invitation (System-Level Email)

This email is sent when you invite someone to your Atlassian site via User Management under the Admin settings. It invites the user to create an Atlassian account and access your Atlassian products. This email cannot be customized. 

This type of invitation is usually send to internal team members or people who need access to the Atlassian platform (like Jira software) and not specifically to customers.

 

2. Jira Service Management (JSM) Customer Invitation

This email is sent when you invite a customer (someone outside your organization) to a JSM project. It invites an external customer to join your service desk, enabling them to create and track support requests.

This email is customizable by following the steps above. 

This invitation is sent when you add a customer to the JSM project, either by inviting them directly via the Customers page in the project or when they register through the customer portal (if public signup is enabled). 

 

So probably the email you are refering that keeps the same, is the Atlassian Accont Invitation

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