Guide to Creating Custom Welcome Emails

When users are imported into CampusESP, they receive a Welcome Email. You have the option to create a customized welcome email for different family populations - like prospective families, current families, or even more specific communities. This feature allows you to shape the look and the feel of your welcome emails by adding content blocks, such as text boxes, images, CTA buttons, and YouTube videos. 

 

1. Visit Your Welcome Emails Page

Visit the Template Builder page at https://yourportalname.campusesp.com/admin/email_templates. You can also get here by navigating to Content → Welcome Emails. 

2. Start a new Welcome Email design

• Click “Add New Welcome Email” button
• Configure welcome email details (template name, email subject, email background color, link color)
• Configure any optional fields (email preview message, short description)
• Add an email subject line such as “Welcome to the Parent & Family Experience!” You can also use mail merge to address the user or their student by name.
• Create your template by clicking the “Save Changes” button

3. Edit or Delete Existing Content (Optional) 

All of the welcome email text, excluding the footer, is customizable. Hover over the various content blocks: Header Message, Text, and Call to Action (CTA), and click on the pencil icon to edit the content. 

4. Add and Reorder Content Blocks (Optional)

You’re able to add additional content blocks such as text, images, YouTube videos, reference posts, advertisements, dividers, CTA buttons, and more.

• Hover where you would like to add a new content block and click “Add Block.” Alternatively, you can click and drag the additional content block type you would like to add from the right and follow the same steps listed in the steps above. 
  • Note: YouTube videos will not play directly in the email. Users will need to simply click on the video image to watch it in the YouTube browser. 
• Reorder your content blocks by hovering over the block you would like to move, clicking on the arrow icon on the left, and holding and dragging it to its desired location. 

PRO TIP: If you’d like a CTA button to appear in the middle of a paragraph, you must split the paragraph into two different text blocks. 

5. Preview and Send Yourself a Sample Email

Click on the “Desktop” and “Mobile” options to preview what your email will look like. Click the “Send Preview” link to make sure the email looks good to send to families! 

Enter a specific email address to send yourself a preview of the mail merge fields for a specific user, or leave the field blank and click the “Send Preview” button to send a preview of the message as it would be sent to you.

 

And that’s it! Your custom Welcome Email Template is built. Check out our guide to User Imports to learn how to add your customer welcome email to a user import.  If you have any issues as you’re creating your first template, let us know at [e-mail]!