Customize Onboarding Email Sent to New Location SaaS Users in HighLevel

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saas4agency.com

Customizing onboarding emails for new SaaS clients is a crucial step in ensuring a smooth and personalized welcome experience. Using GoHighLevel, this process is straightforward and efficient. This blog will guide you through the necessary steps to set up and customize your welcome emails effectively.

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Step 1: Access the Agency View

To begin, make sure you are in the Agency View. This is where you can manage all your settings related to SaaS clients.

Step 2: Navigate to SaaS Configurator

Within the Agency View, go to the SaaS Configurator. Here, you will find all the tools needed to configure your SaaS settings.

Step 3: Advanced Settings

Once in the SaaS Configurator, click on Advanced Settings. This section allows you to customize your welcome email and manage various subscription settings. Some key options include:

  • Suspend Sub Account When SaaS Subscription Fails: Automatically suspend sub accounts if their subscription fails.
  • Allow Sub Account Admins to Upgrade Their Subscription: Enable sub account admins to upgrade their plans.
  • Allow Sub Admins to Cancel Their Subscription: Provide the option for sub admins to cancel their subscription.

Step 4: Customize the Welcome Email

The welcome email customization is only available in SaaS mode. When new clients sign up through your SaaS configurator plans, they automatically receive a sub account without manual intervention. This step involves adjusting the welcome email for different sub accounts.

Click on Customize Now to begin the customization process. Select the sub account you wish to customize the email for, such as a real estate client, and click on Customize Email.

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Step 5: Editing the Welcome Email

GoHighLevel provides a default welcome email template, which is simple and includes the Lead Connector logo. You can modify this email to suit your brand by adding:

  • Text: Add or modify the existing text to better fit your messaging.
  • Images and Buttons: Insert your logo, images, and buttons to enhance the email’s appearance.
  • Custom Values: Personalize the email using custom values such as the user’s first name. For example, insert [custom value: user first name] to automatically include the client’s name.

Step 6: Adding Custom Values

Custom values are a powerful feature in GoHighLevel. They allow dynamic content updates based on predefined values. To use custom values:

  1. Go to your Custom Values List.
  2. Select the appropriate custom value, such as user first name.
  3. Insert it into the text box where you want it to appear. Ensure there are no spaces between the brackets and the text to avoid errors.

Step 7: Finalize and Save

Once you have customized the email to your liking, click Save. After saving, you can close the editor and view the customized email to ensure it meets your expectations.

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Conclusion

Customizing onboarding emails in GoHighLevel enhances the client experience by providing personalized and professional communication. By following these steps, you can efficiently manage and tailor welcome emails for your SaaS clients, ensuring a seamless onboarding process.

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