Welcome email

The welcome email is a type of client notification that is sent automatically to your clients when their client profile is created. The welcome email contains a welcome message and the client’s login credentials. However, you can customize the content of this email message. By default, the welcome email notification is enabled.

For more information about automated notifications, see Automated notifications and Customizing automated notification.

NoteIf you want to embed a video in your email template, you must contact your email provider to see if they allow you to send embedded videos in emails.

In this article:

    To enable or disable your welcome email:

    1. Click the App Drawer button .
    2. In the App Drawer, click Setup.
    3. On the Setup menu, click Notifications.
    4. On the Notifications menu, click Client Notifications.
    5. On the Client Notifications page, enable or disable the welcome email:
      • To enable your welcome email, click the Filter button .
        1. On the Filter menu, click Status.
        2. On the Status tab, select Disabled.
        3. Click Apply Filter.
        4. On the Client Notifications page, under Registration, click the Welcome template Email Edit button .
        5. On the Edit Welcome Template page, set the ACTIVATE EMAIL setting to ON.
      • To disable your welcome email, under Registration, click the Welcome template Email Edit button .
        1. On the Edit Welcome Template page, set the ACTIVATE EMAIL setting to OFF.
    6. Click SAVE.

    To customize your welcome email:

    1. Click the App Drawer button .
    2. In the App Drawer, click Setup.
    3. On the Setup menu, click Notifications.
    4. On the Notifications menu, click Client Notifications.
    5. On the Client Notifications page, under Registration, click the Welcome template Email Edit button .
    6. On the Edit Welcome Template page, under Setup, configure the following:
      • To send this campaign to only specific client types, set the Send only to specific Client Types option to ON, and then set each client type option to which you want to send the email to ON.
      • To send this campaign to only specific client groups, set the Send only to specific Client Groups option to ON, and then set each client group option to which you want to send the email to ON.
    7. Under Compose Email, configure the email content. For more information, see Automated email template settings.
    8. Under Email Content, enter the body of the email message.
      • For information on how to use variables in the email message, see Email variables.
      • We recommend including your login URL in your welcome email to provide new clients with a quick and easy way to access your Client Web App. For more information, see Business URLs.
      • To add an image to the email message:
        1. Copy the URL of the image you want to add. You can only add images that are hosted online.
        2. Under Email Content, right-click where you want to insert the image.
        3. On the context menu, click Image. The Insert/edit image dialog box is displayed.
        4. Next to Source, paste the URL of the image.
        5. Next to Image Description, provide a description of the image. The description will be displayed instead of the image for recipients who prevent their emails from displaying images.
        6. Next to Dimensions, enter the horizontal and vertical dimensions of the image in pixels, if desired. Select the Constrain proportions checkbox if you want the system to maintain the horizontal to vertical proportion when you resize the image. Clear the checkbox if you want to modify the dimensions freely.
        7. Click Ok.
      • To customize the source code of the email template:  
        1. Click the Source codebutton .
        2. Enter your custom HTML, CSS, or JavaScript code. 
        3. Click Ok.
    9. To activate the welcome email template, at the top of the page, set the ACTIVATE EMAIL option to ON.
    10. Click SAVE.
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