Configure Welcome Email
Customize the welcome email for employees who have never logged into the portal.
- Select Admin > Portal Settings > Email Configuration > Email Options.
- In the portal setting Welcome Email: template verbiage, select Edit Text.
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In the pop-up window, review the sample welcome email text
provided. You can use this text or draft your own message.
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Use bracketed text tags to represent standard
information in your email template. For example, if you enter the following
bracketed test tags, they populate in the welcome email as follows:
- [EmployeeName]: Populates with the employee's name as shown in PR Employees in Vista.
- [CompanyName]: Populates with the company that the employee is associated with in PR Employees in Vista.
- [Link] populates with your portal's link as shown in the setting Portal URL (include trailing '/'). Locate this setting under Admin > Portal Settings > Administration / Initial Setup > General Configuration. If you have company-specific login pages set up, the link goes to the company that the employee is associated with in PR Employees in Vista.
- [EmployeeNumber] populates with the employee's number in PR Employees in Vista.
- If you set up a logo to include in emails, it displays at the bottom of the welcome email to the user. Review or set up a logo for emails in the portal setting Company Number for logo to use in email footer located under Admin > Portal Settings > Email Configuration > Email Options.
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Emails sent from your portal automatically include
this message at the bottom:
- This is an automated message sent from the [Portal Heading]. If you have any questions, please contact your administrator.
- To change the portal heading, use the portal setting Portal Heading in top navigation bar located under Admin > Portal Settings > Administration / Initial Setup > General Configuration.