When you add new employees to &frankly, you can choose to send out a welcome email to invite them and help them get familiar with the tool.
You can decide if you want to send the email as you add the user, or later on. Read more about the options below.
Option 1. Send the welcome email as you add the user.
Step-by-step:
- Go to People > Users
- Click on the button “Add new user”
- Fill in the information (Name, email address, preferred language etc).
- Check the box for “Send welcome on preferred language”
- Press “Create user”
The email will be sent in the same language that you selected under “preferred language”. Preview the email by clicking on the magnifying glass.
Option 2. Send the welcome email to an existing user, or resend the welcome email.
If you want to send the welcome email to a user that already exists, or if you want to resend the email you can do so in the user list.
Step-by-step:
- Go to People > Users
- Find the person you want to send the email to
- Click on the user to open the profile
- Press the button “Send/resend welcome email (preferred language)
Option 3. Send welcome email to everyone in your account or in a specific group
Only available to Workplace and Enterprise.
If you need to send the welcome email to many people at the same time, we can help you do that. Reach out to your contact person if you’re still in the implementation phase, or to help@andfrankly.com.
Please specify:
- Who should get the email. Should it be sent to all users, only users that haven’t logged in already, only users added after a certain date or users in a specific group
- What time (CET) you want to send out the email
- Which language the email should be sent in