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Create an App User Welcome Email Template

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Email Templates allow you to customize the body of the welcome email that is sent to new App users. You are able to modify the default body, add your own custom email body, and add parameters from the App.

Instructions

  1. Sign in to your account

  2. Navigate to Advanced Tools and select Email Templates Menu showing Advanced Tools and Email Templates.

  3. Click Add Email Template Button to add an email template.

  4. Enter a Label for the email template Create an email template label field.

  5. Select App User Welcome Email from the Template Type dropdown Email template creation interface with parameters for app user welcome email.

  6. Select the Environment you wish to add the template to Environment options on the Email Templates screen.

  7. Add content to the template using the Editor or HTML options

    Email template editor interface with placeholder text for content entry.

    • Use Default: You can also click Use Default to add the standard email content to the template if the content editor box is blank. The Use Default button on the email template page.

    • Parameters: You can include parameters from the app in the email body. These include items such as the app name, app URL, and forgot password guidance for existing users. Template for app user welcome email parameters with placeholders for user details.

    • Copy to Environment: You can click Copy to Environment to allow the template to be used on forms in other environments. You will need to check the checkboxes next to the desired environments and click Copy to apply your changes. This function is strongly recommended for users who wish to copy to additional environments while using custom parameters. Button labeled 'COPY TO ENVIRONMENT' with options for editing and HTML view.

  8. Click Save The Save button on the email template page.

  9. You can now add the template to the Users tab on your app
    Administration panel displaying options for welcome email template selection for new users.

    • Subject: Add a subject line for the welcome email

    • Email Template: Select the email template you created from the drop-down