Benefits of configurable email templates
Make a fantastic first impression on everyone who enters your workplace
Ensure every visitor feels welcome and prepared for their arrival by providing relevant details for their visit
Customize the look and feel of your welcome emails without diving into code
Create new Welcome email templates
Go to Visitors > Settings > Email templates > Welcome email
Click "Add new template"
Type the template name and click "Save"
If you intend to use one template per sign-in flow we suggest naming it with the same name as the visitor type you want to connect it to.
Once you do this the modal to edit the content will open automatically.
Conditions for sending the Welcome email
Anytime a visitor signs in
No matter how the visitor is signed in, manually or via the iPad/Mobile app/Web sign in, the visitor will get your welcome email
Anytime a visitor signs in, except for when manually signed in by an admin
The visitor will only get the welcome email when they signed in via the iPad/Mobile app/Web sign in
Only when legal documents are signed at sign-in
The visitor will only get this email if they sign a legal document during their sign-in process.
Changing the order of sections
In the "Body" section of the email template, you can rearrange the order of fields.
Click on the arrow icons to the right side of the box you want to move
Drag and drop the box where you'd like it in the email
You cannot move the section out of the "Body" of the email
Hiding specific sections
If you don't want your visitors to get a specific part of the email you can hide it by clicking the eye icon to the right of the box.
In the body section of your email, you have a space for Custom content
You can add anything here and format the text any way you want
To insert a link type your text, highlight the text, click the link icon, paste your link, and hit enter to save
To insert an image click the image icon, paste the image URL, and hit enter to save
Add or change variables
You can add or remove variables from the Subject, Header, and Subheader of the email as you do so the preview of the email will update so you can make sure everything looks correct!
Click on Variables to the right of any section and add in whichever variable you want.
To delete a variable just use the
backspacekeys on your keyboard.
Our Welcome emails include the Visitor's legal document in them, however, if the visitor was invited and signed the document during pre-registration they've already gotten an email with their signed legal document.
If you wish to only send them their legal document once after they first signed rather than again when they signed in at your workplace please change this setting from "Always regardless of when it was signed" to "If legal doc was signed during sign-in".
Once you've edited your template you will want to hit save at the top right of the page. After that, you can send yourself a test email to ensure everything looks how you want.
Assign Welcome email templates to your sign-in flows
By default, the 'Default' template will be assigned to all sign-in flows for the location. If You will want to assign your templates to any flows you want the specific template to go to.
Once the templates are saved you will click the X by the template editor to close the modal
Click "Manage by sign-in flow"
Assign the template to the flow(s) you want it applied to
Edit Welcome email templates
Find the template you want to edit on the drop-down next to "Viewing" on the left side of the page
Click "Edit email content"
Make your changes and click Save
If you edit the name of the template it will remain assigned to the flows it was previously assigned to
Delete Welcome email templates
Find the template you want to delete on the drop-down next to "viewing" on the left side of the page
Click "Edit email content"
Click the trash can icon at the top right of the modal
Confirm that you wish to delete the template
If the template was assigned to any flows the assigned template will revert back to Default