Configuring a Custom Welcome Email

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For clients who use Single Sign On (link when availale), Certify allows administrators to configure a custom welcome email.  The custom welcome email is sent to a new user when their account is created, and should include details on how a user should access Certify based on your company requirements.

This article shows you, a Certify administrator, how to configure a custom welcome email.

Step 1: On your Certify homepage, click Configuration.

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Step 2: Click Configure Single Sign On.

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Step 3: At the bottom of the Single Sign On Configuration page, you will see the option to customize your welcome email.

Please Note:The Custom Welcome Email is only available for clients utilizing Single Sign On.

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Using the text box provided, make any changes to Certify’s standard welcome email. Please keep in mind, once the email is customized, Certify will not translate the email to a user’s native language. Additionally, the email will not change depending on how the user was created, whether the user was created manually or through an automated process.

If you wish to return to Certify’s default email, click Restore Default.

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You can also enter dynamic fields, which will populate with the user’s information when the email is received. Certify makes the following dynamic fields available:

Dynamic Field

Description

{Usr_FirstName}

The first name of the user receiving the welcome email

{Usr_Email}

The last name of the user receiving the welcome email

{Usr_Password}

A temporary password for the user receiving the welcome email*

{Usr_LastName}

The last name of the user receiving the email

*The {Usr_Password} dynamic field will provide the user with a temporary password for direct authentication through Certify. If you require that users authenticate through your IdP, we do not recommend using this dynamic field in your welcome emails.

To insert a Dynamic Field, click Insert Dynamic Field using the drop-down provided and select the desired field. If you prefer, you can also type the dynamic field manually.

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Once all edits are complete, we highly recommend sending a test email to verify all formatting and language is accurate. Click Send Test to trigger a test email to yourself.

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For additional information on how to create new users, please see our article on how to create new users.

 

 

 

 

 

 

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