Creating a welcome guide

Adding topics

  1. Go to Visitors > Settings > Visitor emails.

  2. Select “Enable”

  3. Check the box next to the topic you want to include.

  4. In the text box that appears below the topic, add the information you want to share with visitors.

  5. Click “Save.”

  6. Repeat for any other topics you would like to add.

Tip: Switch to the “Preview” view to see how your welcome guide will appear to visitors.

Changing the order of topics

  1. Go to Visitors > Settings > Visitor emails.

  2. Find the up-and-down arrow icon to the right of a topic.

  3. Tap and hold the cursor on the icon to drag and drop it into the desired position.

  4. Click “Save.

Removing topics

  1. Go to Visitors > Settings > Visitor emails.

  2. Select “Edit” and uncheck each topic you want to remove.

  3. Click “Save.”

Disabling the welcome guide

  1. Go to Visitors > Settings > Visitor emails.

  2. Select “Edit” then “Disable” at the bottom.

Best practices/helpful tips

  • Want to include a PDF to invite email or welcome email? Add a link to the email (in the Custom content block) to a PDF you have uploaded somewhere!

  • Want to “turn off the Welcome email?”

    • If you don’t use legal docs, then all you need to do is set Conditions to “Only when legal docs are signed at sign-in”

    • If you do use legal docs: - set Conditions to “Only when legal docs are signed at sign-in” AND the “Legal doc” setting to “If legal doc signed during sign-in” and turn off the welcome guide, stamp, and re-word the subject/header/subheader/custom content blocks to only pertain to the use case of a visitor signing a legal doc.

      • NOTE: if you use legal docs for some sign-in flows and not for others, you can map the above settings to the related sign-in flows and accomplish your goal as well!

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