Welcome emails can be sent our for users that make a purchase on an AccessAlly order form or users that sign up with an AccessAlly opt-in form.
ARTICLE CONTENT:
Welcome Email Templates
There are two types of welcome email templates you can send with AccessAlly. The default welcome email and the customized welcome email.
Set Up Your Welcome Emails
Option 1: Default Welcome Email
The same default welcome email is sent for all offerings on your site.
SEND DEFAULT WELCOME EMAILS
Set up the default welcome email (used for all offerings on your site.)
- Go to AccessAlly > Emails > Welcome email
- In the Default welcome email section click the dropdown and choose Send customized email
- After selecting this option you may personalize the email using the editor
- Below the Email subject click Send test email to review your email setup
- Click the SAVE button on the top right to save your changes.
Option 2: Customized Welcome Emails
This welcome email type allows you to send a customized welcome email tailored to a specific offering(s) on your site. This option allows for emails to be sent based on triggers.
SEND CUSTOMIZED WELCOME EMAILS
- Go to AccessAlly > Emails > Welcome email
- Click the + NEW button at the top right of the screen
- Choose the trigger for the Welcome Email
- Select the offer for this welcome email
You can add more than one trigger for each Welcome email!
- In the Send settings dropdown choose Send customized email
- Customize the welcome email using the editor
- Below the Email subject section click the send test email button which sends you a test email to review.
- Click the SAVE button on the top right to save your changes.
