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How to Send Welcome Emails from AccessAlly

You can send welcome emails to new customers with a personalized message and share important details about how to access your site.

Recommendations

To get the best possible delivery of your welcome emails we recommend using Amazon SES.

  1. Install and activate the Amazon SES plugin (if you haven’t already) to ensure payment failed emails land in the inbox and not the SPAM folder.
  2. Create shared blocks for styling your emails.

Types of Welcome Emails

There are two types of welcome emails that you can send with AccessAlly. The Default Welcome Email and the Customized Welcome Emails.

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.

AccessAlly Welcome Email Option 1

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

Welcome Email Triggers

You can add more than one trigger for each Welcome email!

Additional Triggers

  • 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.

AccessAlly Welcome Email Option 2

Updated on April 27, 2021

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