# How to customize the onboarding email that is sent to new sub-account users? > SaaS agencies can now customize the email that is sent to newly added sub-account users. TABLE OF CONTENTS Step 1: Go to SaaS Configurator > Advanced… - Source: https://docs.ghlcustomercare.com/docs/saas-configurator/saas-mode/how-to-customize-the-onboarding-email-that-is-sent-to-new-sub-account-users - Section: SaaS Configurator / Saas Mode - Reading time: 1 min - Images: 4, each explained below - Modified on Thu, 13 Jun, 2024 at 11:33 AM --- SaaS agencies can now customize the email that is sent to newly added sub-account users. **TABLE OF CONTENTS** - [Step 1: Go to SaaS Configurator > Advanced Settings > Customize Welcome Email](#step-1-go-to-saas-configurator-advanced-settings-customize-welcome-email-customi)[](#step-2-select-the-sub-account-where-you-want-to-store-the-email-template-select) - [Step 2: Select sub-account](#step-2-select-the-sub-account-where-you-want-to-store-the-email-template-select)[](#step-3-in-the-email-builder-that-opens-up-customize-the-layout-add-custom-values) - [Step 3: Customize the template](#step-3-in-the-email-builder-that-opens-up-customize-the-layout-add-custom-values)[](#step-4-select-save) - [Step 4: Save](#step-4-select-save) --- ### **Step 1: Go to SaaS Configurator > Advanced Settings > Customize Welcome Email > Customize Now** ![Step 1: Go to SaaS Configurator > Advanced Settings > Customize Welcome Email > Customize Now (image 1 of 4)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155010862009/original/SQF5cXVPTG4rv0WBzPD7TBs9RMeNJEmBPw.png) **Step 1: Go to SaaS Configurator > Advanced Settings > Customize Welcome Email > Customize Now (image 1 of 4)** 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 Step - What to choose: Step 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)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155010862023/original/MPTW3THxwde8x6WPhdfrxfq0f_7fcmBmog.png) **Step 2: Select the sub-account where you want to store the email template. Select 'Customize Email'. (image 2 of 4)** 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 Step - What to choose: Step 1: Go to SaaS Configurator > Advanced Settings > Customize Welcome Email Step 2: Select sub-account Step 3: Customize the template Step 4: Save - Next: 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. ### **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)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155010862034/original/UJbnmO8pagPFSlUcUo43RHA1shW9O5G-mQ.png) **Step 3: In the email builder that opens up, customize the layout, add custom values, implement brand theme etc. (image 3 of 4)** 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 Step - What to choose: Step 1: Go to SaaS Configurator > Advanced Settings > Customize Welcome Email Step 2: Select sub-account Step 3: Customize the template Step 4: Save - Next: 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. ### **Step 4: Select 'Save'.** ![Step 4: Select 'Save'. (image 4 of 4)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155027049303/original/Ror13rlvAbVRrW8F5_0s44pFbzc6FKGtOw.png) **Step 4: Select 'Save'. (image 4 of 4)** 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…. - Next: 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. 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. --- Documentation for GHL Customer Care. Support: support@ghlcustomercare.com