Welcome Message Templates - Revision history

Kjk: /* Example Filtered Bulk Send */

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Example Filtered Bulk Send

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Bulk Send Welcome Message

2023-11-28T01:03:07Z

Welcome Email template

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Welcome Email template

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 ##Only parent accounts, so select the Attribute "Role" and Match the value "Parent"
 ##Only accounts created after 1/1/2025, so click the "Add Row" button to create the additional filter and then choose the Attribute "Date Created" using the comparison "After" and finally the Match value of "01/01/2025"(Note: You can use the calendar select dialog to enter this value)
-#Your filter should now appear like this: [[File:Example-Bulk-Send-Message-filters.JPG|caption]]
+#Your filter should now appear like this: [[File:Example-Bulk-Send-Message-filters.JPG|border|caption]]
 ===Automatically===

@@ Line 70: / Line 70: @@
 #If the users shown are the intended users for receiving the Welcome Message, and you wish that further welcome messages not be sent to the users tick the checkbox labelled '''Mark user as having Welcome Message already been sent'''
 #Click Continue to send the Welcome Message.
 ===Automatically===

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 * '''Subject''': Subject line for the email
 * '''Message''': Text of the email, written in html
-* '''From Address''': The sending email address
+* '''From Address''': The sending email address, the domain must be allowed in sendgrid
 * '''To''': Email address(es) to receive the email. Separate multiple addresses with commas. Using $email in To field will send email to intended users.
 * '''CC''': Optional email address(es) to individuals or teams who should be notified of the new user's addition to Cloudwork, for example the support person at the school or the parent for a new student account. Separate multiple addresses with commas.

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 </div></div>
 ==FAQ==
 {| class="wikitable"
 |+ FAQ
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 *This could be a mistake in the Welcome Message Template, if you go back to your Welcome Message Template and in the To Field, are using someone's email or using $email? If you are using someone's email, then Welcome Messages will be sent to that someone's email not the intended user. <br>
 |}
 [[Category: Cloudwork Dashboard]]

← Older revision		Revision as of 02:23, 15 February 2023
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	</div></div>		</div></div>
		+
		+
		+	===FAQ===
		+	{\| class="wikitable"
		+	\|+ FAQ
		+	\|-
		+	! Question !!Answer
		+	\|-
		+	\| Why are Welcome Messages not being sent\|\|
		+	*This could be a mistake in the Welcome Message Template, if you go back to your Welcome Message Template and in the To Field, are using someone's email or using $email? If you are using someone's email, then Welcome Messages will be sent to that someone's email not the intended user. <br>
		+	\|}
		+

	[[Category: Cloudwork Dashboard]]		[[Category: Cloudwork Dashboard]]

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 ====Notes====
 * The To field will only send the Welcome Message to the email address(es) in that field. No other email address will receive the email.
 * If multiple email addresses are entered into the To field, when the email is sent through, the only email address the recipient will see is their own email address.
 * The To field can customise the layout of the email clients To field. By having <pre> $first_name $last_name <$email> </pre> in the Welcome Message To field, when the Welcome Message is sent, the email client will display the email was sent to <pre> test example <example@email.com> </pre>
-* The To field should be filled with $email, rather than someone's actual email.
 * The email address in the To field, should be an existing one to ensure the user will receive and see the message, often a personal email address.

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 Studentnet is working to develop additional options for automating Welcome Emails to users. If you wish to contact Studentnet to discuss your requirements, contact support@studentnet.net
 ==Example Welcome Message Templates==
 Below are example Welcome Message Templates

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 Complete the following fields for the new template:
-* Template Name: A short description of the email (this will display in the Message Templates List)
+* '''Template Name''': A short description of the email (this will display in the Message Templates List)
-* Subject: Subject line for the email
+* '''Subject''': Subject line for the email
-* Message: Text of the email, written in html
+* '''Message''': Text of the email, written in html
-* From Address: The sending email address
+* '''From Address''': The sending email address
-* To: Email address(es) to receive the email. Separate multiple addresses with commas.
+* '''To''': Email address(es) to receive the email. Separate multiple addresses with commas.
-Note: This email address should be an existing one to ensure the user will receive and see the message, often a personal email address.
+* '''CC''': Optional email address(es) to individuals or teams who should be notified of the new user's addition to Cloudwork, for example the support person at the school or the parent for a new student account. Separate multiple addresses with commas.
 Click '''Submit''' to create the new template.
 This is an example of the form for writing a Welcome Email template.
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 Here are some pre-made HTML templates for any message template, these templates can be used when sending welcome messages to new users.
 ==Example Welcome Message Templates==

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-Here are some pre-made HTML templates for any message template, these templates can be used when sending welcome messages to new users.
+=Welcome Email template=
-You can use the following special formatting options in this message:
+You can use these standard variables in any field of the Welcome Email template:
 *$user_name: The new user's username.
 *$email: The new user's email address.
 *$first_name: The new user's first name.
 *$last_name: The new user's last name.
@@ Line 12: / Line 13: @@
 *$recovery_email: The new user's recovery email address.
 *$recovery_phone: The new user's recovery phone number.
-==Basic Templates==
+Complete the following fields for the new template:
 The Basic Template is for people who have little to no HTML experience and leaves room for much more customisation.
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 </div></div>
-==Advanced Templates==
+===Advanced Templates===
 The Advanced Template is for people who have some HTML experience or someone wanting something that is a bit more pre-customised, there is still room for more customisation