How do I customize the Welcome Email?

Category: General allows Super Users to customize the Welcome Email to the newly added Active Users.

Why this feature?

  • This feature allows Super Users to customize the Welcome Email to the newly added Active Users. 
  • A customized email provides an opportunity to communicate important information about the user's role, responsibilities, and expectations.
  • It can also include details about the company's mission, values, and goals, which can help align the new employee's values with the company's objectives.

Step 1

Navigate to Settings → Security from the left navigation panel.

Switch to the Email Templates tab, you will find the options to customize, Welcome Emails, emails for Existing Users, Reset Passwords, and Two Factor Authentication.

Click on the Welcome Email Customize button.

Step 2

When you click on the Customize Template button, a side panel will appear and allows you to Edit the standard template. 

You can also change the Subject and Message of the email template.

Step 3

You can insert the attributes to the Message by clicking on Insert Attributes

The dropdown will show the following menus:

  • Employee Details
  • Business Details

When you click Employee details, you will have drop-down menus like User ID, First Name, Last Name, Department, Job Title, and Role.

Similarly, when you click Business Details, you will have Business Logo and Business Name

Once the email template is updated, click on Save.

Related Answer Post

To learn how to disable the welcome email for the users, click here.

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