Opener sends task emails to keep your team on schedule, but until now every admin got the same fixed layout and the same short message. The Alert Email Content page changes that. It gives you one place to decide what each Opener email says and which task details it shows, so your recipients can understand a notification at a glance without logging in to FranConnect.
This guide follows the page from left to right, starting with the daily digest and then moving through the emails sent when a task is created, deleted, or completed.
This page changes what each email shows. It does not change when emails are sent, how often they are sent, or who receives them.
Customizing the Daily Alerts Email
The Daily Alerts email is the one your team sees most often. It is a single daily digest that groups overdue tasks and tasks with an upcoming schedule start or completion date. You decide the sender, the message that introduces each group of tasks, and the details shown for every task.
Steps:
Click the Admin gear icon, then select Opener from the left menu.
Under Opener, click Alert Email Content. The page opens on the Daily Alerts tab.
In the From Email field, enter the address the digest should come from.
Under Alert Email Content, review the message for each group: Schedule Start Reminder, Schedule Start Alert, Schedule Completion Reminder, Schedule Completion Alert, and Overdue Alert. Edit any message so it reads the way you want your team to hear it.
Scroll to Email Fields. Select the checkbox next to each detail you want shown with every task, such as Center Name, Owner Name, Schedule Start, or Responsibility Area. Clear a checkbox to remove that detail.
Click Save.
Task and Franchise ID are marked Always Included and cannot be turned off, so recipients can always tell which task and which location an email is about.
Once the daily digest is set, you can apply the same field choices to the emails that follow a single task.
Choosing Fields for Task Creation Emails
When a task is added to a Store Opener checklist, the assignee receives a Creation email. Use this tab to decide what they see about the new task.
Steps:
On the Alert Email Content page, click the Creation tab.
Under Email Fields, select the details you want to include. Checklist, Task, and Franchise ID are always included.
Click Save.
The same approach works when a task is removed.
Choosing Fields for Task Deletion Emails
When a task is deleted from a Store Opener checklist, recipients receive a Deletion email.
Steps:
Click the Deletion tab.
Under Email Fields, select the details you want to include.
Click Save.
Finally, here is how to set up the email that confirms a task is done.
Choosing Fields for Task Completion Emails
When a task is marked complete in a Store Opener checklist, a Completion email confirms it.
Steps:
Click the Completion tab.
Under Email Fields, select the details you want to include.
Click Save.
Conclusion
Customizing Opener email notifications helps your team understand what needs attention without opening every message. If you have any questions or need more help, please contact our customer support team.