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How to send welcome emails from AccessAlly

You can use AccessAlly’s native email sending to automatically send welcome emails to new clients.

This is different from an invoice, since a welcome email typically includes a personal message and does not include an itemized purchase list/amount.

Two Types of Welcome Emails

Important: please note that there are two distinct options for sending welcome emails:

  1. The Default Welcome Email: once enabled, the default welcome email will send after any and all purchases made through an AccessAlly order form. If you have a single course or membership that you sell, this will be the simplest setup.
  2. A Product/Offer Specific Welcome Email: once created, this email type can be customized so that it only sends when a specific order form is filled out. Since you can create as many welcome emails as you want, this is ideal for businesses that have multiple products, courses, or memberships that all require a different welcome message for the client.

Setup:

1. Install and Activate the Amazon SES plugin

By itself, WordPress email sending does not typically boast of reliable deliverability. To prevent your invoices from regularly landing in spam folders, we recommend installing and activating the Amazon SES plugin.

This plugin is designed to improve your email deliverability.

2. Enable Welcome Email

Go to AccessAlly > Emails > Welcome email.

OPTION A: To use the Default Welcome Email functionality

This will send automatically after every purchase made through an AccessAlly order form.

Click into the Default welcome email and choose Send Customized Email from the dropdown.

Enable default welcome email

OPTION B: To create a product/offer specific welcome email

This email will ONLY send automatically when a purchase is made through a specified AccessAlly order form.

Click on the Add offer-specific welcome email button. Fill out the settings to designated when you’d like your email to send (and for what offers).

enable product-specific welcome email

3. Customize Your Company Branding

If you haven’t yet, go to the Branding tab and customize your company information.

where to find the brand customization tab

  • Company Name
  • Signature
  • “From” Sender name
  • “From” sender email

4. Customize Shared Blocks

In the same area, make sure to click into the Header and Footer blocks. These can be customized with new images, text, and links to your policies as needed. They only need to be customized once, and will appear the same on all emails that use them.

how to customize shared blocks for accessally email

(Note that you can create additional shared blocks by going to the Shared blocks tab.)

5. Return to the Welcome Email and Complete Customization

Go back to your Welcome email tab and continue customization.

  • To edit an existing element: click on the element to reveal customization options
  • To add a new element: click on the “plus” icon on the top right of the email settings
  • To rearrange elements: drag and drop

6. Send a test email

Once your email is customized, send a test email to yourself. This will allow you to preview how the email looks and responds inside your inbox.

send a test email button

Make sure to save changes before you exit this screen. Once the changes are saved, your invoice email sending is active.

7. Make a test purchase

Finally, go to a live order form that you’ve set up the welcome email(s) for.

Make a test purchase, then check your inbox to make sure the information is correct .

Repeat step 7 for every offer/order form that you want the welcome email to work with. This allows you to check for errors and omissions in your email and product settings.
Updated on October 12, 2020

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