Customer email notifications help keep your customers up to date on important activity in a space — for example new comments, task updates, form due dates, or completed milestones.

They are a simple way to bring customers back into the space without writing manual follow-up emails.

This article explains how to manage customer email notifications in spaces and templates.

Email notifications are managed per space. To open the settings:

Here, you can see which notifications are active and who receives them.

Some notifications are always enabled because they support core collaboration in the space, such as replies, comments, and mentions.

Other notifications can be enabled, disabled, or limited to selected people.

You can also configure default email notification settings in templates.

This lets you decide which notifications should be enabled or disabled when a new space is created from that template.

To configure notification defaults in a template:

When a new space is created from the template, these notification settings are copied into the new space.

You can still adjust notification settings later in the individual space.

Template notification settings only apply to new spaces created from the template going forward. They do not update existing spaces.

For each configurable notification, you can decide who should receive it.

There are three main options:

The available notification types include:

Space activity notifications keep customers informed about important updates in the space, such as comments, replies, mentions, or completed milestones.

Some collaboration notifications are always enabled so customers do not miss direct interactions inside the space.

Task and milestone notifications help customers stay updated on progress inside action plans. Available notifications include:

Form due reminders help customers complete forms on time. A form needs a due date before due date reminders can be sent.

You can add multiple reminders, for example:

If multiple forms are due on the same date, Valuecase groups them into one reminder email. This gives customers a clear overview and avoids sending separate emails for each form.

You can manage task-related notifications also directly from an action plan.

A stakeholder can receive task emails when they are:

Good to know: Use assignees when one person owns the task. Use watchers when additional people should stay informed.

The activity feed in each space records when customer email notifications are sent, so your team can track which emails were triggered and stay in control of customer communication.

Every customer email includes an unsubscribe link.

When a customer unsubscribes, they stop receiving future notifications.

You can resubscribe them later after confirming their consent. The action is logged for audit purposes.

Customer email notifications are different from your personal Valuecase notifications.

You can adjust your own email notifications in:

My Settings → Notifications

These settings only affect your own inbox. They do not change which customers receive space emails.

Yes. You can configure default notification settings in a template. When a new space is created from that template, these settings are copied into the new space.

You can still adjust the settings later in the individual space.

Yes, if the notification is enabled for everyone.

If the notification is set to manual selection, only selected stakeholders receive it.

Most configurable notifications can be turned off.

Some collaboration notifications, such as replies and mentions, are always enabled so customers do not miss direct interactions inside the space.

Yes. Add a due date to the form and enable form due reminders in the space’s email notification settings.

Not directly, because forms do not have assignees.

For this use case, create tasks in an action plan, assign them to the right people, and link each task to the relevant form.