Web Welcome lets you create and send personalized welcome emails to new customers who you have spoken to and want to invite to your webshop. This feature aims to enhance the onboarding experience and build a positive first impression for your customers.
Customizing the Web Welcome Email
When customizing the Web Welcome email, it is a good idea to use an example contact with the email address set to yourself.
- On the Set-up menu, click Traders.
- Browse to the customer which includes the contact you want to email. The Details tab opens.
- In the toolbar, click Contacts. The Contacts window for that customer opens.
- Click your example contact then click Web welcome.
- In the Subject list, click ECI_WEBWELCOME. The code for the email is displayed in the code pane.
- In the Subject list, delete the text ECI_WEBWELCOME and type the subject line you want to use, for example, Welcome to <CompanyName>. Click Save. You are now editing a template with this name, based on the original.
- Click Email view to see how the email would appear when received by your customer. You cannot edit the email in Email view, so clear the option to view the email code again.
- You have three options when editing your email.
- Click Edit to use the HTML Editor built into Horizon
- Use a online editor such as Online HTML Editor powered by CKEditor (external link) and paste the HTML into the Horizon code pane
- A dedicated CRM mail designer from which you can paste the HTML into the Horizon code pane.
Note: The ECI_WEBWELCOME template uses HTML tables to structure the email. This is good practice to present the email well in a variety of email programs, webmail displayed in browsers and email apps on mobile platforms. We've also tried to keep the table structure as simple as possible so you can edit the email easily. Some designers use more complicated table structures to improve compatibility across email clients. Pasting into the code pane lets you exploit those program's features.
The template uses three email fields:
- %companyLogo%
- %salutation%
- @resetpassword@
Other email fields can be used. Email fields that reference order lines will not work in the Web Welcome email.
- Click Save after completing your edits.
- Click Send email to send the email to the address in the Email box.
Setting a Web Welcome Email Template
The email you have saved can be used as a template for use whenever you send a web welcome email. Default email templates are set in Company Set-up > Settings > Email > Default Email Templates.
Sending an Email with Web Welcome
- On the Set-up menu, click Traders.
- Browse to the customer which includes the contact you want to email. The Details tab opens.
- In the toolbar, click Contacts. The Contacts window for that customer opens.
- Click your example contact then click Web welcome.
- In the Subject list, click your saved welcome email. The code for the email is displayed in the code pane.
- Click Email view to check how the email will appear to your customer contact. The email fields are completed using the data associated with the selected contact.
- Click Send email.
See Also
