Set Up Contact Added Email aka Welcome Email

The contact-added email also known as the welcome email, enables offices to setup a generic email that is optionally sent to new contacts added into iDashboard.

To set this up, first of all users need to setup the email within their document library.

Step 1. Create Email

To create the email follow the below steps

1. Hover over the user menu and select Admin & Account Settings
2. Click on Library
3. Select Add New Item
4. In the pop-up window, select Email Template
5. Give the Email Template a Name
6. (Optional) Select the category for this Email Template
7. (Optional) Add a Description
8. Click Add Document
9. From the Document Library Index, select the Name of the Email Template
10. Create the Email Template in the Content section.

You can also change the design of the Welcome Email by clicking Change Design and clicking the applicable design template you would like to use.

• Using Mail Merge Fields In Emails
• Insert Images Into A Newsletter
• Insert Properties Into A Newsletter
• Insert Links Or Documents Into A Newsletter

Step 2. Select Email To Be Used When a Contact Is Added for the Welcome Email

1. Hover over the user menu and select Admin & Account Settings
2. Select Company and then go to Edit > Preferences.
3. Locate the Contact Preferences section and from the drop-down next to Contact Welcome Email Template, select your Welcome Email template that has been created.
4. Enter the email subject that you would like used for your Welcome Email in the Contact Welcome Email Subject
5. Click Update Preferences

Now when you add a contact, you will be able to select the below option:

 Send a welcome email to the contact

Note: The send a welcome email tick box is only available when adding a new contact and is unticked by default.