How to Customize SaaS Welcome Email
[SUMMARY]:
Tina guides viewers through customizing the automated onboarding email for new subaccounts in your agency account. She covers crucial settings such as suspending accounts on subscription failure, allowing upgrades, and automatically adding features. Tina then dives into selecting a subaccount for storing the email template and integrating custom elements like your logo, brand colors, and welcome videos. The walkthrough ensures your branding is consistently represented. Finally, she emphasizes not deleting the template to avoid reverting to default settings. Ideal for anyone looking to personalize their agency's onboarding experience.
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Robb Bailey
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How to Customize SaaS Welcome Email
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