Onboarding Emails for New Users

Onboarding Emails for New Users

EvTrack supports sending onboarding/welcome emails to new users. The onboarding email will contain the user’s new login, password, links to portal and mobile apps.

Instructions

Step-by-step Overview

  1. Configure System Settings
  2. Configure Onboarding Settings
  3. Create a New User
  4. Select User Role
  5. System Generate Onboarding/Welcome email for the new user
Step 1: Configure System Settings
  1. Navigate to Configuration > General Tab > System Tab
  2. Configure the company name and contact number
  3. Upload a Logo that is suitable for use within emails and web
  4. Click Save

Recommend Image Requirements: -Width: 1000px -Format: PNG -Transparent Background -Less than 500kb

Step 2: Configure Onboarding Settings
  1. Navigate to Configuration > Users Tab > Onboarding Tab
  2. Customise the User Onboarding Email Subject (See a list of Merge Tags Below)
  3. Customise the Email Body (See a list of Merge Tags Below)

“Send User Onboarding Email” can be overridden on the user creation page by checking the box “Send the new user an email about their account.“

Edit/add custom CSS/HTML by clicking on “Source” button

Merge Tags
Tag Description
${app_base_url} Application Base URL (link to the portal login screen)
${company_name} Value from System Settings > System > Company Name
${company_contact_number} Value from System Settings > System > Company Telephone Number
${username} Username for new user
${email} Email Address for new user
${password} Auto-Generated/Set Password
${name} Firstname for new user
${surname} Surname for new user

Click on the “Full-Screen” button to maximise the edit within the current browser window.

Email Editor Full Screen Mode:

Step 4: Select User Role
  1. Set Password Options
  2. Select the Role for the new User
  3. Optionally toggle if the user is sent an onboarding email by toggling the checkbox
  4. Optionally Disable/Enable the user by toggling the checkbox
  5. Click “Save”

Please make sure you select the correct Role for the user.

To set a custom password, uncheck the “Send the new user an email about their account.” checkbox.

Step 5: System Generate Onboarding/Welcome email for the new user

Example of the default user onboarding email template using the default logo and settings.