If you’re using AccessAlly Emails and you would like to send a welcome email when a new team member joins a team… here’s how.
Works for: CRM managed contacts and AccessAlly Managed Contacts
Custom Welcome Email
Go to AccessAlly > Emails and click “+ NEW” to add a new Welcome Email template. The default template can not be used for team members.
You will see two trigger options related to team member welcome emails:
- When a member is added to a Team by a Team Leader
- When a member self-registers to an AccessAlly Team
When choosing your trigger option(s) review your Team Administration Dashboard to account for all available options your team leaders have.
This determines which trigger(s) you need to use for your welcome email.
- Self-registration – use member self-registers to an AccessAlly Team
- Batch upload members – use member is added to a Team by a Team Leader
- Add individual member – use member is added to a Team by a Team Leader
In the above image the Team Leader Administration page shows all three options so the Welcome Email needs two triggers to account for these options.
Here’s the Welcome Email setup for this workflow:
Set this to Send customized email.
Add your desired email subject which can be personalized using the “Personalize” button. The options available to personalize your subject line will appear. No image of this is shown as it varies based on your unique site setup.
Using the email content editor you can add any custom text you would like to the email. Clicking the “+” button in the top right corner offers additional options available to you to get the welcome email copy… just right.
Save Your Email
Click the Save button in the top right corner.
Test Your Welcome Email
Click the “test” button to test your new Team Member Welcome Email.