Customizing Welcome Emails for New Sub-Account Users

SaaS agencies now have the option to tailor welcome emails for new sub-account users, adding a personal touch to the onboarding experience. Follow these steps to get started: 1. Access the Agency View: Begin by logging into the Agency View of your platform. 2. Go to SaaS Configurator: On the left-hand menu, locate the SaaS configurator. Once there, click on the 'Advanced Settings' tab found at the top of the screen. 3. Find and Click 'Customize Now': About halfway down the page, you'll see the 'Customize Now' option. Click on it to start the process. 4. Select the Appropriate Sub-Account: Choose the sub-account where you want to apply the customized email template. Typically, this will be your Agency Subaccount—the one linked to your SaaS website and contact management. 5. Start Customizing the Email: Click the 'Customize Email' button to open the email builder. 6. Modify the Email Template: In the email editor, you can alter the layout, add personalized details, and ensure the design aligns with your brand's visual identity. 7. Save Your Changes: Once you're happy with the customizations, click 'Save' to ensure your new template is applied. Important Reminder: The customized template is saved within the sub-account you selected when you initially created it. Be cautious not to delete this template from its source, as doing so will result in the loss of all customizations. If deleted, future welcome emails will revert to the default template. This guide ensures you can personalize your communication and improve user engagement through tailored welcome emails for new sub-account users.