How to Customize the Welcome Email for New Sub-Account Users
Customize the Welcome Email for New Users
As an agency, you can personalize the welcome email that is automatically sent to new users when they are added to a sub-account. This allows you to incorporate your branding and provide specific instructions or information.
Steps to Customize the Welcome Email
Follow these steps to create a custom welcome email template.
Step 1: Access the Email Customization Tool
Navigate to SaaS Configurator, then select Advanced Settings. From there, choose Customize Welcome Email and click Customize Now.
Step 2: Select the Target Sub-Account
Choose the specific sub-account where you want to save and apply the customized email template. After selecting the sub-account, click the option to Customize Email.
Step 3: Design Your Email
An email builder will open, allowing you to modify the welcome email. You can change the layout, insert custom text or variables, and apply your brand's color scheme and styling.
Step 4: Save Your Changes
Once you are satisfied with your design, click Save to apply the new template.
Important Note on Template Management
The customized template is stored within the sub-account you selected. It is crucial that you do not delete this email template from its source location. If the template is deleted, the customization will be lost, and the system will revert to sending the default welcome email.