Part 2 – Welcome email

Whenever you create a new user, be it manually or through the user importer, you can trigger a custom welcome email that contains important guidance and links to log in successfully.

  1. Navigate to ‘Administration’ settings
  2. Select ‘Email configuration’ from the ‘Intranet tools’ category 
  3. Add subject in the ‘Subject’ field

Use the tokens we provide, i.e. [site:name] and [user:name]. 

There is a table at the bottom of the page. Tokens will auto-generate text so that your message personalised for each user.

 

  1. Edit the email body field
  2. Add a banner image
  3. Add an action title and URL
  4. Select ‘Send test email’ and an email will be sent to the email address in your profile
  5. Adjust and resend tests until you are happy
  6. Save template