Editing and Sending the Welcome Email

For the most part, editing the Welcome email in the Miscellaneous: Other subgrouping is the same as editing any other email. However, the Welcome email editor contains an additional option called Send To.

By default, welcome emails are only sent to new users when they are added to the PolicyTech system. Using the Send To option, you can immediately send the welcome email to all users, to all users who have not ever logged in to PolicyTech, or to those users who have not logged in since a specific date.

1. In the Email List tab of Email Manager, under Miscellaneous, click Other, and then click Welcome.
2. Edit the email text as you would for any other email (see Editing and Previewing a Notification Email).
3. (Optional) To immediately send the Welcome email, click Send To, and then do one of the following:

Screenshot...

• Click Everyone, and then click Send.
• Click Those who have not logged in, and then click Send.
• Click Those who have not logged in since, select or type a date, and then click Send.

Note: The Welcome emails will be sent the next time Scheduler runs (see Scheduler & Delivery).

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