What are Automated Welcome Emails? Whether you are a new corporate client with us, or if you are adding new diners to your roster, enabling this feature generates automatic welcome emails for each diner with instructions to set up their account and password. No more manually generating emails to get employees set up with passwords and on to our service!
How do I enable this feature? Please contact your Client Success Manager (CSM) or Client Relations if you would like to enable or disable this feature.
What if I need to resend a welcome email? Admins can manually send the welcome email from the Admin Portal even if this feature is enabled. Navigate to the Group Administration section of your account, select Employees & Groups. Using the search bar, enter the employee’s name or email address and click on the envelope icon to the right of the user’s information to deploy a new welcome email.
How do I manually send welcome emails to a large group of users?
If you want to send welcome emails to all users, navigate to the Group Administration section of your account and select Employees & Groups. Under the search bar in the Active Employees section, check the box to highlight the entire page of users. Once all users on the page have been checked, scroll to the bottom of the screen and select the button “Email # Employees.” This will immediately send welcomes to everyone checked on that page. Repeat this for as many pages of employees as you have.
You also have the option to uncheck select employees if you wish to skip welcome emails for a few individuals.
What else do I need to know? For clients that manage their diner roster via SFTP, any new diners created via SFTP will be automatically emailed each morning.