Overview
Users who are invited from your admin dashboard may be sent custom welcome emails upon invitation. These email campaigns include an initial invitation email, which lets the user know that they have been given access to your platform and provides a registration link, as well as three registration reminder emails that go out 7, 30, and 90 days after the initial invitation is sent.
Creating a New Welcome Campaign
- Select “Messaging” from the menu options on the left side of the admin dashboard.
- Click “Welcome Campaigns.”
- Select the option that says "New Welcome Email Campaign."
- Enter a name for your welcome campaign in the "Title" field, select the user type that your email campaign will target, and then click "Create Campaign."
- You will see that a welcome campaign with four emails (an initial invitation email and three reminders) has been created. The emails contain our default copy, which can be used as a starting point, but you can update them by clicking the "Actions" button next to one of the emails and then click "Edit Email" to update the email copy.
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Use the email editor tool to update the fields in your email and then click "Save". You may update the fonts, insert images, and add hyperlinks using the buttons in the toolbar above the body text section. Click the buttons in the Merge Tags section on the right to copy and paste coding into the body section that will allow you to personalize the email with the user's name or link to their account pages.
- Please note that the email address listed in the "From Email" field is a customer support email address that was set up when your platform launched. Replies to this email address will go to Vault's customer support team. The vast majority of emails sent to this address in response to welcome emails are questions regarding how to register or use the platform that our support team can easily respond to. In rare cases where we are sent an email that is meant for your team, we will get in touch with you.
- By default, the email will include a registration link at the bottom in the hyperlink that says, "Join Now". You can update the positioning of this link or change the hyperlink text that is displayed, but please do not remove it completely as your users will not know where to sign up.