Welcome emails introduce new users to the platform and provide key information, such as how to access it and log in. Follow the steps below to create welcome emails.
⚠️Important: Welcome emails are only received by users whose email addresses are added during the account setup. If an email address is added to a user's account at a later date, the welcome email can still be resent.
Create a user group
First, create a user group to include the users who get sent the welcome email.
Sign in to the Admin Tool.
Click User Groups.
Click Create in the top right and name your user group. For example, Welcome email: All.
Click Save.
In the Filter By section, tick the box next to positions, sites, or both.
Next, tick the boxes next to the relevant positions or sites you want to include and click Save Inclusions.
🤓Tip: You can also leave the entire section unselected, which means all users will be included in the user group.
Create the email template
Next, create the welcome message, link the user group, and save the template.
Sign in to the Admin tool.
Click Notifications.
Click Templates.
Click Create.
In the description box, type in a description. For example, Welcome Message.
Tick the active box.
Click Channels.
In the Subject field, type in your choice of subject title.
In the Body field, create the email message, using the variable tags in the position where unique user information will be entered from the system.
Scroll down and click Assignment.
Click Add.
Search for the Welcome message user group you made, and click it when it appears in the list.
Click Assign.
Click Save.
🤓Tip: To see what the template looks like as an email, you can send a test by clicking Send a test email. You'll be prompted to enter the email address where you'd like the test email sent.