The welcome email you send your customers can set the tone for what they can expect from your agency and help set expectations straight. So if you are looking to make the welcome email special for new sub-account users, here’s how you can do it.

Customizing the Onboarding Email #

Inside your Agency View, navigate to the SaaS Configurator on the left menu and head to the Advanced Settings tab at the top.

Click the Customize Now option.

In the email builder that pops up, you can change the layout, add special details, and match it with your brand’s theme.

After making your customizations, remember to click Save.

The template is stored in the sub-account you picked when you first created the template. It’s important not to delete the email template at its source. If you do that, you’ll lose your customizations, and all future emails will return to the default template.

Frequently Asked Questions #

Why customize the onboarding email? #

The welcome email sets the tone for new sub-account users, communicates expectations, and reinforces your agency’s brand from the very first interaction.

Where do I find the onboarding email customization? #

In the Agency View, open the SaaS Configurator from the left menu, go to the Advanced Settings tab, and click Customize Now.

What can I change in the email? #

Using the email builder, you can change the layout, add special details, and match the design to your brand’s theme.

How do I save my changes? #

After editing the email in the builder, click Save to apply your customizations.

Where is the email template stored? #

It is stored in the sub-account you selected when you first created the template.

What happens if I delete the template at its source? #

You will lose your customizations, and all future onboarding emails will revert to the default template, so do not delete it from its source sub-account.