Group Welcome Email

Group admins can enable a custom welcome email for new members. The welcome email is enabled by default and is separate from confirmation emails.

Note: Group program settings determine what group admins in that program can do. The admin permissions in each group determine what individual group admins can do.

If you enable the email without customizing its text, new members receive a generic notification confirming their group membership. You can preview this email in the Email Library.

Tip: Use Group message posts to post public messages on your group page. Use Group admin messages to send direct messages to members.

You must be an admin of the group to configure its welcome email.

Enable the Welcome Email

From the CSRconnect Community, hover over the profile icon in the upper right, then select My Account.
Select Communication Settings.
Select Edit next to the desired group.
Under Admin Communication Settings, enable Send New Member Welcome Email.

Customize the Welcome Email

From the CSRconnect Community, hover over the profile icon in the upper right, then select My Account.
Select Communication Settings.
Select Edit next to the desired group.
Under Admin Communication Settings, select Edit Email next to Send New Member Welcome Email.
Under Body Text, enter your custom text.
Select Save.

Revert Your Custom Welcome Email

If you previously customized your welcome email, you can revert to the generic default email.

From the CSRconnect Community, hover over the profile icon in the upper right, then select My Account.
Select Communication Settings.
Select Edit next to the desired group.
Under Admin Communication Settings, select Edit Email next to Send New Member Welcome Email.
Under Body Text, delete any custom text.
Select Save.

Deactivate Your Welcome Email

Turn off the welcome email so new members no longer receive it.

From the CSRconnect Community, hover over the profile icon in the upper right, then select My Account.
Select Communication Settings.
Select Edit next to the desired group.
Under Admin Communication Settings, clear the Send New Member Welcome Email checkbox.
When the confirmation message appears, select Confirm. New members no longer receive a welcome email.