Assistants need to reach this page over the internet. While it is only running on your machine, these two buttons will not be able to load it.
Each image has a one line explanation. Switch to full detail for the step it belongs to, the fields and buttons involved, examples and the whole procedure.
Step 1: Go to SaaS Configurator > Advanced Settings > Customize Welcome Email > Customize NowStep 1: Go to SaaS Configurator > Advanced Settings > Customize Welcome Email > Customize Now (image 1 of 4)What this shows Step 1: Go to SaaS Configurator > Advanced Settings > Customize Welcome Email Step 2: Select sub-account Step 3: Customize the template…What this showsIllustrates the "Step 1: Go to SaaS Configurator > Advanced Settings > Customize Welcome Email > Customize Now" section of "How to customize the onboarding email that is sent to new sub-account users?".This screenshot appears in the "Step 1: Go to SaaS Configurator > Advanced Settings > Customize Welcome Email > Customize Now" section of "How to customize the onboarding email that is sent to new sub-account users?". The text alongside this image reads: Step 1: Go to SaaS Configurator > Advanced Settings > Customize Welcome Email Step 2: Select sub-account Step 3: Customize the template Step 4: Save. The navigation path used here is SaaS Configurator > Advanced Settings > Customize Welcome Email Step.Path: SaaS Configurator > Advanced Settings > Customize Welcome Email StepImage 1 of 4What to chooseStep 1: Go to SaaS Configurator > Advanced Settings > Customize Welcome Email Step 2: Select sub-account Step 3: Customize the template Step 4: Save
Step 2: Select the sub-account where you want to store the email template. Select 'Customize Email'.
Step 2: Select the sub-account where you want to store the email template. Select 'Customize Email'. (image 2 of 4)What this shows Step 1: Go to SaaS Configurator > Advanced Settings > Customize Welcome Email Step 2: Select sub-account Step 3: Customize the template…What this showsIllustrates the "Step 2: Select the sub-account where you want to store the email template. Select 'Customize Email'." section of "How to customize the onboarding email that is sent to new sub-account users?".This screenshot appears in the "Step 2: Select the sub-account where you want to store the email template. Select 'Customize Email'." section of "How to customize the onboarding email that is sent to new sub-account users?". The text alongside this image reads: Step 1: Go to SaaS Configurator > Advanced Settings > Customize Welcome Email Step 2: Select sub-account Step 3: Customize the template Step 4: Save. The navigation path used here is SaaS Configurator > Advanced Settings > Customize Welcome Email Step. Immediately after, the guide continues: As mentioned above, the template is stored in the sub-account selected at the time of defining the template for the first time. Please DO NOT DELETE the email template at its source. Upon doing so, the customization will be lost and all….Path: SaaS Configurator > Advanced Settings > Customize Welcome Email StepImage 2 of 4What to chooseStep 1: Go to SaaS Configurator > Advanced Settings > Customize Welcome Email Step 2: Select sub-account Step 3: Customize the template Step 4: SaveNext stepAs mentioned above, the template is stored in the sub-account selected at the time of defining the template for the first time. Please DO NOT DELETE the email template at its source. Upon doing so, the customization will be lost and all emails going forward will fall back to the default email template.
Step 3: In the email builder that opens up, customize the layout, add custom values, implement brand theme etc.
Step 3: In the email builder that opens up, customize the layout, add custom values, implement brand theme etc. (image 3 of 4)What this shows Step 1: Go to SaaS Configurator > Advanced Settings > Customize Welcome Email Step 2: Select sub-account Step 3: Customize the template…What this showsIllustrates the "Step 3: In the email builder that opens up, customize the layout, add custom values, implement brand theme etc." section of "How to customize the onboarding email that is sent to new sub-account users?".This screenshot appears in the "Step 3: In the email builder that opens up, customize the layout, add custom values, implement brand theme etc." section of "How to customize the onboarding email that is sent to new sub-account users?". The text alongside this image reads: Step 1: Go to SaaS Configurator > Advanced Settings > Customize Welcome Email Step 2: Select sub-account Step 3: Customize the template Step 4: Save. The navigation path used here is SaaS Configurator > Advanced Settings > Customize Welcome Email Step. Immediately after, the guide continues: As mentioned above, the template is stored in the sub-account selected at the time of defining the template for the first time. Please DO NOT DELETE the email template at its source. Upon doing so, the customization will be lost and all….Path: SaaS Configurator > Advanced Settings > Customize Welcome Email StepImage 3 of 4What to chooseStep 1: Go to SaaS Configurator > Advanced Settings > Customize Welcome Email Step 2: Select sub-account Step 3: Customize the template Step 4: SaveNext stepAs mentioned above, the template is stored in the sub-account selected at the time of defining the template for the first time. Please DO NOT DELETE the email template at its source. Upon doing so, the customization will be lost and all emails going forward will fall back to the default email template.
Step 4: Select 'Save'.
Step 4: Select 'Save'. (image 4 of 4)What this shows As mentioned above, the template is stored in the sub-account selected at the time of defining the template for the first time.What this showsIllustrates the "Step 4: Select 'Save'." section of "How to customize the onboarding email that is sent to new sub-account users?".This screenshot appears in the "Step 4: Select 'Save'." section of "How to customize the onboarding email that is sent to new sub-account users?". For context, this section explains: As mentioned above, the template is stored in the sub-account selected at the time of defining the template for the first time. Please DO NOT DELETE the email template at its source. Upon doing so, the customization will be lost and all emails going forward will fall back to the default email…. Immediately after, the guide continues: As mentioned above, the template is stored in the sub-account selected at the time of defining the template for the first time. Please DO NOT DELETE the email template at its source. Upon doing so, the customization will be lost and all….Image 4 of 4Next stepAs mentioned above, the template is stored in the sub-account selected at the time of defining the template for the first time. Please DO NOT DELETE the email template at its source. Upon doing so, the customization will be lost and all emails going forward will fall back to the default email template.
As mentioned above, the template is stored in the sub-account selected at the time of defining the template for the first time. Please DO NOT DELETE the email template at its source. Upon doing so, the customization will be lost and all emails going forward will fall back to the default email template.
