Overview
Automated emails are used within the Manager Toolkit in AppicalNow to keep managers and followers informed about their roles and responsibilities. These emails are sent to managers or followers to welcome them, explain their duties, and notify them of specific actions or statuses related to their new hires. Admins have the flexibility to customize the appearance and content of these emails to match the needs of the organisation.
Example
When a new follower is invited to the system, an email can be sent to inform them of their role and guide them on how to proceed with their assigned tasks. This keeps the workflow smooth and ensures that all involved parties are up-to-date on their responsibilities.
Available Email Templates
Follower Email
Subject: New user invited to |COMPANY| via manager forwarding
Hi |CUSTOM_EMAIL|,
|FORWARDED_MANAGER_NAME| has been invited to the Manager Toolkit via Manager Forwarding by |FORWARDING_MANAGER_NAME|. Please ensure that the new user is assigned the correct preset, if applicable. If you need help, you can check out our support page.
You are receiving this email because you were assigned to receive these emails in Appical.
Powered by Appical | [email protected]
Archived Account Notification
Subject: A follower with users assigned got archived in |COMPANY|
Hi |CUSTOM_EMAIL|,
We are notifying you that the account of |MANAGER_NAME| (|MANAGER_EMAIL|) has been archived. The following new hires were assigned to |MANAGER_NAME|:
|NEWHIRE_LIST|
If necessary, please assign these users to other followers. For instructions on how to do this, check out our support page.
You are receiving this email because you were assigned to receive these emails in Appical.
Powered by Appical | [email protected]
Declined New Hire
Subject: User has been declined by a follower
Hi |CUSTOM_EMAIL|,
We are informing you that |MANAGER_NAME| (|MANAGER_EMAIL|) has declined to be assigned as a follower to |NEWHIRE_NAME| (|NEWHIRE_EMAIL|). Please follow up with the follower or assign a new follower. If you need assistance, refer to our support page.
You are receiving this email because you were assigned to receive these emails in Appical.
Powered by Appical | [email protected]
Personalise the Connection Emails
You can personalise your connection emails to reflect your organisation's preferences by editing the template in the "New Manager Toolkit" tab in the Editor.
Go to the New Manager Toolkit page in the Editor.
Select the preset you want to edit for the email template.
Scroll to the bottom of the page to find the "Emails for your managers" section.
Click the pencil icon next to the "Added Manager Following" option.
Edit the subject, title, body text, and call-to-action button of the email.
Send a test email to see how it will look before saving.
Related articles
→ Connecting a Buddy or Manager to a New Hire
→ How Connection Emails and Preset Assignment Work
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