How to send onboarding emails
The onboarding email is a personalised message every member of the team receives with their digital card, instructions to add it to their wallet and everything else they need to get started.
鈿狅笍 Important: You need Team Manager enabled and the cards already created with each person's name and email address.
Sending to one person
- Go to Cards > Excel View
- At the end of the row, click the Send onboarding email icon
- You can preview the message by clicking the View onboarding page icon
Sending to many people at once
- Select several cards in the Excel View
- Click Bulk actions
- Choose Send onboarding email
Each person gets a personalised email with the link to their own card.
馃挕 Tip: Send the emails during working hours, ideally in the morning, so people can set their card up right away.