Communications

Communications is where you exercise, preview and audit every automated message the portal sends, all against a demo recipient so nothing reaches real members. The Emails and Text Messages tabs fire any notification type through the exact production templates, with a live preview beside the email list, while PDF generates sample invoices, receipts, credit notes, statements and more. The Sent Log is a searchable, sortable history of every message and whether the mail server accepted it, and the Errors tab collects the ones that were refused or bounced. Wording lets you change what the automated emails say without a code change. Every send here is recorded, so you can confirm exactly what went out and how it rendered.

Send Demo Email

Send any notification email to a test address using the exact production templates, then preview the rendered result in the pane beside the list. Pick a recipient and an email type — verification, 2FA code, password reset, invoice, subscription, payment receipt, security alerts, credit note and more — then send or preview. Demo invoice, receipt and subscription emails create real records, so the attached PDFs and pay links actually work. Every send is recorded in the Sent Log.

Any address. Worth testing against Gmail, Outlook and Apple Mail — that is where HTML email renders differently. Every send is recorded in the Sent Log.

Download Demo PDF

Generate and download sample PDF documents built from the most recent demo data, using the same renderers as production so what you see is exactly what customers receive. Tick any of Invoice, Receipt, Credit Note, Account Statement or Assistant Chat — or Select all — then download each as a PDF. It is the quickest way to check a document’s layout and content without raising anything real.

  • Most recent demo invoice
  • Most recent demo payment
  • Demo credit note against a demo invoice
  • Full demo account statement
  • Demo assistant conversation with links and pills

Sent Log

A searchable record of every email and text the portal has sent, and whether the mail server accepted it. Use it to confirm a message went out, read what was sent, or investigate a problem; security emails are recorded without their contents. Filter by period, search by recipient or subject, or show failures only, then sort by when, recipient, subject or result and page through older entries.

Emails not reaching their recipient

The messages that did not reach their recipient — refused at send time, or bounced afterwards by the recipient’s server. Temporary failures such as a full mailbox or greylisting are not listed, because they clear on their own, and anything sent before bounce tracking began cannot be assessed. Filter by period or email address, then sort by address, failure count or last failure and open a message body to see what was sent.

Email Wording

Change what these automated emails say without a code change; leave one untouched and it keeps its built-in wording. Choose an email, edit its subject and body with a little basic formatting, and save to apply it to future sends. Links are removed and the correct button and sign-off are added automatically, and placeholders you click to insert are filled in at send time. Restore built-in wording returns a template to its default.

Formatting only: <p> <br> <strong> <em> <ul> <li> <h2>. Links are removed — the button underneath each email is added automatically and always points to the right page. The sign-off is added too.

Click to insert. Anything unrecognised is left showing as typed, so a mistake is visible.

Send Demo Text Message

Send a demonstration text message through Twilio using the same code as production, to confirm content and delivery. Enter a destination number in international format, tick a message type such as a 2FA code, and send. Without an SMS gateway configured, the code is shown on screen instead of being sent.

  • Sent during login