Email notifications keep you informed about important updates even when you’re not logged into the Client Portal. Customize which emails you receive to stay informed without inbox overload.
Accessing Email Preferences
Click your profile picture or name in the top right, then select “Settings” or “Account”.
Click on “Notifications” or “Email Preferences” in the settings menu.
Toggle different notification types on or off according to your preferences.
Click “Save” or “Update Preferences” to apply your changes.
Email Notification Categories
Project Notifications
- Project Updates: Status changes, milestone completions
- New Messages: Messages from your project team
- File Uploads: When new files are added to your project
- Approval Requests: When your approval is needed
- Project Summary: Weekly project progress digest
Invoice Notifications
- New Invoice: When a new invoice is created
- Payment Reminder: Before invoice due date
- Overdue Notice: When payment becomes overdue
- Payment Receipt: Confirmation when payment is received
Meeting Notifications
- Meeting Scheduled: When a new meeting is booked
- Meeting Reminder (24h): Day-before reminder
- Meeting Reminder (1h): Hour-before reminder
- Meeting Changed: Rescheduled or cancelled meetings
Account Notifications
- Security Alerts: Login from new device, password changes
- Account Updates: Profile changes, settings updates
- Announcements: Important system notifications
Some notifications cannot be disabled, including security alerts, payment receipts, and critical account notices. These are essential for account security and legal compliance.
Recommended Settings
Stay Informed (Recommended)
Keep most notifications enabled to stay on top of your projects:
- Project updates: ON
- New messages: ON
- Invoice notifications: ALL ON
- Meeting reminders: ALL ON
Minimal Notifications
If you prefer fewer emails, keep only the essentials:
- Approval requests: ON
- Invoice notifications: ON
- Meeting reminders (24h): ON
- Security alerts: ON (always)
Digest Mode
Some notifications offer digest options:
- Receive a daily or weekly summary instead of individual emails
- Good for reducing email volume
- Still stay informed about all activity
Even if you reduce email notifications, make sure meeting reminders stay enabled. Missing a meeting because you didn’t see the notification can set projects back.
Email Frequency
Control how often you receive emails:
- Immediate: Get emails as events happen
- Daily Digest: One email per day summarizing activity
- Weekly Digest: One email per week with a summary
Critical notifications (security, payments, meeting reminders) are always sent immediately regardless of digest settings.
Emails Not Arriving?
Check Spam/Junk Folder
Our emails sometimes get filtered. Look in your spam folder and mark our emails as “Not Spam”.
Add Us to Contacts
Add these addresses to your contacts to ensure delivery:
- noreply@leadmarketingstrategies.com
- hello@leadmarketingstrategies.com
- billing@leadmarketingstrategies.com
Check Email Filters
Review your email filters/rules to make sure our emails aren’t being sorted away from your inbox.
Verify Email Address
Make sure your registered email address is correct in your Account Settings.
Corporate Email Restrictions
Some corporate email systems block external senders. Ask your IT department to whitelist our domains.
Unsubscribing
To unsubscribe from notification emails:
- Click “Unsubscribe” at the bottom of any notification email
- Or adjust settings in Account Settings > Notifications
- You can unsubscribe from specific categories while keeping others
If you unsubscribe and later want emails again, simply go to Account Settings > Notifications and re-enable the desired categories.
Email Privacy
We respect your inbox:
- We only send relevant notifications you’ve opted into
- We never share your email with third parties
- We don’t send marketing emails unless you specifically opt in
- You can unsubscribe at any time
Need Help?
Questions about email notifications?
- Email: support@leadmarketingstrategies.com
- Phone: (631) 974-5682
- Contact Form: Contact Us