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Customising your welcome emails
Customising your welcome emails

When you set a new user up they will be sent an automatic email with details on how to login. Discover how to customise them here.

Hayley Biggs avatar
Written by Hayley Biggs
Updated over a week ago

When you set new users up on Engage they will be sent an automatic email which welcomes them and instructs them on how to get started. They will also receive an email if they forget their password. This article will explain how you can customise those emails.

1. Log on to your Engage account

2. Once logged in, go to your picture in the top right and click on it, select ‘Admin’ from the drop-down menu.

3. Click on 'Options' in the left column and select 'Email' from the drop-down menu.

4. Customise the 'Welcome' emails and the 'Forgot Password' email to say what you want in the visual tab (the plain text tab is for HTML).

5. Select 'Send Test Welcome Email' when you've finished to preview what the email will look like and check you are happy with how it looks.

6. When you are happy, hit the blue 'Update' button in the top right corner.

That's how you customise your emails.

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