We now have a Customized Welcome Email Feature that allows administrators to send distinct welcome emails to users based on how their accounts are created—either through manual registration or bulk import:
1. Differentiating Welcome Emails
- Manual Registration:
- Standard Welcome Email: Users who register themselves receive a default welcome email with messages such as “Thanks for registering,” along with relevant onboarding information.
- Imported Users:
- Customized Welcome Email: Administrators can send a personalized welcome email to users whose accounts are created on their behalf. For example, the email might say, “Hi Bob, excited to tell you that we’ve created this account on your behalf,” along with account details and instructions.
2. Configuring Welcome Email Templates in Postmark
- Accessing Templates:
- Navigate to Postmark Server: Log in to your Postmark account and go to the templates page.
- Search for Registration Templates: Use the search function to look for “register” to find various registration-related email templates.
- Available Templates:
- Freelancer Register: Template for freelancers registering manually.
- Customer Register: Template for candidates, talent, clients, customers, or employers registering manually.
- Imported Freelancer Register: Template specifically for users whose accounts are imported by administrators.
- Editing the Imported Freelancer Register Template:
- Select the Template: Choose the “Imported Freelancer Register” template from the search results.
- Customize Content: Modify the template to include desired messages. By default, it contains:
- “Welcome to our marketplace.”
- “Verify your email login here.”
- Personalization: Adjust the text to better fit your organization’s tone and the specific information you want to convey to imported users.
3. Enabling the Customized Welcome Email for Imported Users
- Locate the Correct Template:
- Search Keywords: In the Postmark templates page, search for “send” or “welcome email.”
- Identify the Template: Find the template labeled “Send a welcome email to any talent who are imported instead of self-registered” under the onboarding section.
- Activation Steps:
- Enable the Feature: Turn on the “Imported Freelancer Register” template to ensure that all imported users receive the customized welcome email.
- Default Behavior: If this feature is not enabled, imported users will receive the same welcome email as those who register manually.
4. Best Practices for Administrators
- Customization:
- Tailored Messages: Ensure that the customized welcome email for imported users includes specific details relevant to their account creation and usage instructions.
- Consistent Branding: Maintain consistency in branding and messaging across both manual and imported welcome emails to provide a cohesive user experience.
- Visibility and Accessibility:
- Menu Placement: Make the “Delete Account” option easily accessible within the user settings menu.
- Marketing Materials: Highlight the ability to delete accounts in marketing materials and user communications to inform users of their options.
- User Communication:
- Clear Instructions: Provide clear guidelines within the welcome emails on how users can proceed with their accounts, access features, and reach out for support if needed.
5. Implementation Steps
- Enable the Feature:
- Go to the Features page on your platform.
- Search for “delete” to find the “Allow users to trigger a flow to delete their account” option.
- Enable this feature to allow users to initiate account deletion.
- Customize the Imported Freelancer Register Template:
- Access your Postmark server’s templates page.
- Search for “register” and select the “Imported Freelancer Register” template.
- Edit the template to include personalized messages and relevant information for imported users.
- Save the changes to apply the customized template.
- Inform Users:
- Update your onboarding materials and support documentation to inform users about the different welcome emails based on their account creation method.
- Ensure that users understand how to navigate their accounts and access necessary features upon receiving the welcome email.