Hi
Can you give us admins the capability to customize the welcome email?
Right now, this is what they get:
Leaving aside some formatting issues like the full stop in the first paragraph and the unnecessary line break before the links, it would be nice if we can add a customized message/template.
Use case:
Depending on the user role, we have different documentation/recording/trainings to direct them to. We can follow up with an email afterwards, but is a good case to leverage email templates internally and point them to the appropriate resources out of the gate.
In my mind this looks like this:
Click on send welcome email → Pop up → Would you like to add a customized message? Yes/No.
If No: Current process
If Yes: Blank rich text screen to type + the ability to select from templates (similar to applying a template via Gainsight Assist). And the OOTB email is sent as an attached image.
