Custom Welcome Email – Workamajig

The Custom Welcome Email is a feature that allows you to send an email from within the system to an Employee or Contact regarding their login to Workamajig.

Your Employees and/or Contacts must have a valid email address in order to receive the email.
You are responsible for the contents/ instructions you put as the Welcome Email Message.
The Standard Email Footer from Connections > Emails > Outbound Emails, will also be part of the email message.

System Setup

Transaction Preferences

Main Menu > Admin/Manager > System Setup > Transaction Preferences > Contact Management

NOTES:

If the Welcome Email Message is blank, then no emails will be sent using this feature.
You can use rich text formatting to enhance the message.
You can paste images into the message field as part of your instructions.

Security Settings

Main Menu > Admin/Manager > System Setup > Security Settings > Global Security Options

If you plan on including an initial password in your email message, it is highly recommended you enable the Global Security Setting for User Must Change Password On First Login.

NOTE: This may also be a good time to review all the options in Password Settings.

Connections

Main Menu > Admin/Manager > Connections > Emails > Outbound Emails

In the Outbound Emails section, this to can determine the Reply Address and include the Standard Email Footer.

Template

Here is an example of what might be suitable for this type of message.

Feel free to use this template to copy/paste for your specific instance.

Welcome to Workamajig!
Please click the URL link to begin and follow these steps:
URL: http://appXX.workamajig.com or your "custom server address".
User ID: Use the Email Address this message was sent to. Or come up with your own convention of a unique User ID.
Password: Use the one time password of "Enter a Password here".
You will be required to change your password upon your initial login.
Any questions, please contact "Name, email, and/or phone".
Thank you!