Custom welcome email

[dludwig333]

Can we customize welcome emails the way we did in GoToAssist?  Custom email templates from G2A do not seem to carry over to G2R, and the Admin Center does not have an option to create custom email templates.

[GoTo_Robi]

Hi @dludwig333 ,

GTRe admin center provides the same email templates as in GoToAssist.

You can find it under Settings/Account settings/Email templates/

There is a default template, and you can add new templates by ("Add template") the same way as in GTARS Admin Center.

Hope it helps.

Br,

Robi

[ewhitlow]

I have added a new custom email template, but couldn't find the option to set it as the default welcome email template. It still continues to use the default one that came with the platform.

[KateG]

@ewhitlow There isn't a option to set it as default, but you can select it by,  Selecting Users, Settings, and Apply Template for users with an account. 

For New Users, after adding the licenses to that specific user, go to Additional Settings and select the template you created

[ewhitlow]

So the Custom Welcome Email can't be applied to weak -assignment users? When an agent enters an end-user's email on a manually created ticket, the end-user  receives an email. Is there no way to edit that email's contents?

[KateG]

@ewhitlow it's currently not available. We have informed the team that this feature is desired, thanks for calling this out.