New User Registration Notification and Welcome Message

Modified on Thu, Feb 1, 2018 at 1:47 PM


To get notified when a new user signs up.
 
To send an automated email to the Producer email address, go to Manage Company > Email > Settings > Producer Email Notification section then  check off "Email on New User Registration". 


To send a Welcome email to a new user.
 
First you need content, go to Manage Company > More > Messages, then under the "New User Notes and Message" section enter the New User Welcome Email Subject and enter your New User Welcome Email Message message (HTML can be used).

When you create a new user in the backend, click on the Send Welcome Email button at the bottom right of the user profile.

When a new user registers an automated welcome message can be sent to the user's email address. To set this go to Manage Companies > Email > Settings > Customer Welcome Email to New User section then check off "Send Welcome Email to New User".


 


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