Overview
When inviting new users to your organisation, the standard automated emails from Appical may not reflect your company’s tone or personal touch. You want to ensure that these invitation and welcome emails are customised, engaging, and consistent with your brand.
Steps to customise your email
By following these steps, you can easily personalise the invitation and welcome emails sent to new users:
→ Navigate to Courses
From the left menu, navigate to the Courses section.
→ Access Course Settings
Find the course for which you want to customise the email.
Click on the menu icon in the top right corner of the course tile and select Settings from the dropdown menu.
→ Locate Email section and choose email type
Scroll down until you reach the 'Email Options' section.
→ Customise the Email Text
When you choose the type of email you would like to customise you are able to personalise different sections of the email.
→ Email sections
Below you can find sections and suggestions that you could write in each part:
Subject: Write a simple email subject that invite them to join the onboarding app.
Header: Customise the header that appears at the top of the email. it is usually the new hires name or greetings.
Body: Write your message, keeping it motivational and informative. Be sure to include instructions on how to log in and use the app, while maintaining your company’s tone of voice.
Tip: You can expand the email body text field by clicking and dragging the bottom-right corner of the text box.
Button text: Edit the call-to-action text on the button at the bottom of the email with a short sentence or word that directs users to the sign-in page.
💡 Customisation tips with dynamic tags
You can personalise emails further by using dynamic tags. Anything typed between *\text\* will automatically populate with the user’s specific details.
→ Dynamic tags used on the Appical platform
*|FNAME|* - User's first name
*|EMAIL|* - User's email address
*|COURSE|* - Course name
*|COMPANY|* - Company name
*|APPNAME|* - Name of the app as seen by the user
For example:
User name: Robin
Email: [email protected]
-
Email composed:
"Welcome *|FNAME|*!
We have added you to the platform with the email *|EMAIL|*. We are happy to onboard you to our team!"
Email received:
“Welcome Robin!
We have added you to the platform with the email [email protected]. We are happy to onboard you to our team!"
→ Send a Test Email
Before finalising, click on 'Send Test Email' to preview the email. This test email will only be sent to you for review. You will be able to see how the email looks like and make the right adjustments.
Once you're satisfied, scroll down and click the Save button to save the changes!
Customising Manager welcome message (Manager Toolkit)
If you need to customise emails sent from the Manager Toolkit, follow these steps:
Go to Courses > Manager Settings.
Select the email template you want to edit, click on the pencil icon, and customise the text as needed.
Learn more in the article: Manager Welcome Message (Manager Toolkit)
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