Sending Auto Welcome Emails

1. Sending the Welcome Email

1.1. Adding a new individual user

The first method to achieve this is through creating an individual account manually and by ticking the “Generate password and notify user” checkbox. This of course means that the email address entered further on in this section must be correct.

If you are uploading users via a CSV file using the “Upload Users” functionality, you must first prepare your CSV file of users and upload this to the platform using this method.