Send a welcome email after sign-in
REQUIRED ACCESS
Admin
DIFFICULTY
Intermediate
ESTIMATED TIME
3 minutes
APPLIES TO MODULES
iPad App
PREREQUISITES
• You are logged in to the VisitUs dashboard.
STEPS HEADING
Configure Welcome Email
SUMMARY
Automatically send a welcome email to visitors, contractors, or employees after they have successfully signed in.
STEPS
1. Go to Sign-in Types in the left sidebar.
2. Select the Visitor (or relevant) sign-in type.
3. Click on the Notifications module in the header.
4. Select Email Settings.
5. Enable:
– Check the box for Send welcome email to visitor (or similar wording based on sign-in type).
– Optionally, you can customise the email content.
6. Click Save to apply changes.
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