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Customizing the Onboarding Email for New Sub-Account Users: Step-by-Step Guide

How to customize the onboarding email that is sent to new sub-account users?

Step 1: Go to SaaS Configurator > Advanced Settings > Customize Welcome Email > Customize Now

Step 2: Select the sub-account where you want to store the email template. Select ‘Customize Email’.

Step 3: In the email builder that opens up, customize the layout, add custom values, implement brand theme etc.

Step 4: Select ‘Save’.


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