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How to send an automated welcome/registration notification to Users when added to Kallidus systems

Mike Smithers
Updated

In this article, we will show you how to switch on Welcome emails.

A welcome email can be sent when a new User is added to Kallidus systems. This can help to ensure a smooth onboarding experience and can build engagement.

If switched on, these emails will welcome people to your system when they are added manually, added via the manual import or added via your datafeed.

How to switch on Welcome emails

Switching Welcome emails on is super easy.  

  1. Browse to Manage usersLEARN_ManageUsers.png
  2. Go to Settings
  3. Scroll down to the Login options section.
  4. Select Send welcome emails to users when added.

How to customise the Welcome email

  1. Browse to Manage users.LEARN_ManageUsers.png
  2. Select Emails.
  4. Select Edit against the Welcome email.
  5. You can edit the text and tokens within the email. The email will send with branding automatically. 
  6. Once you have completed your changes, select Save. 

Note: If you are sending welcome emails in multiple languages, you can use the Locale dropdown to edit emails in each language. Remember to save your edits before moving to the next language. Only purchased languages are shown. Language packs can be purchased if required. 

Things to consider when editing the Welcome emails

  1. Think about your audience and how they refer to your systems.
  2. Be sure to consider how people log into your system.  If you have a mix of those using SSO and those using username and password, then be sure to put in enough information for all users to log into the system.  All scenarios can be covered in the one email.  
  3. Be sure to include important information like username. Your users will not know this.
  4. Branding is automatically added to the email when it sends.

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