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Step 3: User Settings – Customized Welcome
Letter
Upon adding new user accounts to Helm, the control panel is capable of emailing
your new customer a customized welcome letter with their account information.
Click on the “User Settings” button and then the “Welcome Message” button to set
up the customized welcome letter.
Using the dropdown menu entitled “Dynamic Information”, you can insert
dynamically generated content into your welcome letter. This feature is
especially helpful for making your welcome letter seem personalized and
thoughtful.
Subject: The email your user receives will contain this subject.
Message Body: This is the content of the email that your user will receive.
Send via Email From: The email your customers receive will be sent from this
address. For example, it would be a good idea to enter your support or sales
email address in this field.
Send via Internal Message System: Checking this box will also send the user a
copy of the email message via the Internal Message system.
Send Copy To the Following Email Address: Checking this box and entering a valid
email will “carbon copy” the email address you enter with all welcome emails
automatically sent out by Helm. Enabling this feature is helpful as it lets you
have a record of the information that gets sent to your customers.
After making all of your changes, click the “Save” button to save your changes.
This will take you back to the “User Settings” main page. To continue
customizing your account, go back to the “Account Settings” area by going to the
“Home” page and then click the “Account Settings” button.
Tip – Make good use of the Dynamic Information - be sure
to include your customer’s username and password!
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