New User Welcome Messages

New User Welcome Messages

New User Welcome Messages are essential to establishing a good repertoire between your agency and it’s clients, applicants, and employees. To customize these messages, follow the instructions below.

  1. Navigate to the Site Settings through Menu>Settings>Site Settings or through the Site Settings quicklink on the main page. Once you are in the site settings scroll down to New User Welcome Messages section.  
  2. On the form there are several options to customize your messages with. You can customize your welcome emails individually for several groups including new staff, new applicants, new clients, new client representatives, and new transitional care contacts. All you need to do to edit them is type in what your custom message is into the box. 
  3. The left side of the form will contain the template for the email that exists outside of your custom message. This is not customizable within the New User Welcome Messages section. 
  4. When you are done editing your custom messages, click on the Save Settings button in the bottom right.
NOTE: Make sure to customize your messages in a way that is approachable to everyone who will be receiving it. When adding an already existing client's email address in their profile a welcome email will not go out automatically. Welcome Messages will only go to clients and/or staff members when their email addresses have been added when first adding to the system. If they need a Welcome Message at a later date you will simply access the site settings and copy and paste from the left information and edit accordingly then directly email person the Welcome Message. 
    
            








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