How to add Welcome Email on Queue
Summary
TLDRThis tutorial demonstrates how to set up a welcome email for clients who purchase a service or are invited to a project. It guides through the process of creating an email with a subject line, adding a heading, text, and a button. The email is customized with styling, such as black text on a white background, and can be previewed on various devices. The final step includes setting the button URL to the client portal and publishing the email for automatic delivery.
Takeaways
- 📧 The script is about setting up a welcome email for clients after they purchase a service or are invited to a project.
- 🔗 The process begins by navigating to the 'Customizations' and then to the 'Welcome Email' section.
- 📝 The first step is to create a welcome email with a subject line, in this case, 'Welcome to Q'.
- 🔄 The script suggests deleting any existing columns and adding a new one for the email content.
- 📌 A heading is added to the email, which can be customized to reflect the agency's name.
- 💬 A welcome message is included beneath the heading, which serves as a personalized greeting to the client.
- 🔲 A button is added to the email with text such as 'Client Portal', which can be styled to match the brand's aesthetic.
- 🎨 The email's design includes padding, background color, and centered text for a clean and professional look.
- 🔗 The button in the email should link to the client's portal or the agency's website domain.
- 🔍 Preview options are available to view the email on different devices like mobile, tablet, and desktop.
- 🚀 Once the email is set up, it can be published or previewed, and it will be automatically sent to clients upon invitation or purchase.
Q & A
What is the purpose of setting up a welcome email?
-The purpose of setting up a welcome email is to send it to clients whenever they purchase a service or are invited to a project, providing a warm greeting and important information.
Where can you find the option to create a welcome email?
-You can find the option to create a welcome email by going to the 'Customizations' section and then selecting 'Welcome Email'.
What should be the subject line of the welcome email?
-The subject line of the welcome email should be something welcoming and specific, like 'Welcome to Q', which can be customized to include your agency's name.
How do you add a column to the welcome email?
-You can add a column to the welcome email by deleting the existing one and then adding a new one with a heading, text, and a button.
What should the heading of the welcome email say?
-The heading of the welcome email should be a welcoming phrase, such as 'Welcome to Q', which can be personalized to include your agency's name.
What kind of message should be included in the welcome email?
-The welcome email should include a warm welcome message that introduces the client to your services or project and makes them feel welcomed.
How can you style the button in the welcome email?
-You can style the button in the welcome email by changing the text to something like 'Client Portal', and applying a black on white text style for better visibility.
What is the purpose of the button in the welcome email?
-The button in the welcome email typically directs the client to a client portal or a specific page on your website where they can access more information or services.
How do you ensure the button in the welcome email works correctly?
-You ensure the button works correctly by clicking on it and providing the URL of your website domain, such as 'main.com' or 'client.example.com'.
What are the different views you can preview the welcome email in?
-You can preview the welcome email in different views, such as desktop, tablet, and mobile, to ensure it looks good on all devices.
How can you customize the welcome email further?
-You can further customize the welcome email by adding images, adjusting the padding, changing the background color, and centering the text to make it visually appealing.
What happens after you publish the welcome email?
-After publishing the welcome email, it will be automatically sent to any client who gets invited to a project or purchases a service.
Outlines
📧 Setting Up a Welcome Email
This paragraph discusses the process of setting up a welcome email for clients. The email is triggered when clients purchase a service or are invited to a project. The speaker guides through the steps of creating the email, starting with selecting a subject line like 'Welcome to Q'. They then proceed to add a column, delete the existing one, and customize the content with a heading, text, and a button. The heading is set to 'Welcome to Q', which can be replaced with the agency's name, and a welcome message is added. The button text is changed to 'Client Portal' and styled with black text on a white background. Additional styling includes padding and centering the text. The speaker also explains how to set the URL for the button and preview the email on different devices. Finally, they mention that the email will be automatically sent to clients and can be previewed before sending.
Mindmap
Keywords
💡Welcome Email
💡Customizations
💡Subject Line
💡Column
💡Heading
💡Text
💡Button
💡Styling
💡Centering Text
💡URL
💡Preview
💡Automation
Highlights
The welcome email is easy to set up and can be sent to clients when they purchase a service or are invited to a project.
The process of setting up the welcome email is straightforward and can be done in a few simple steps.
To create a welcome email, navigate to 'Customizations' and then to 'Welcome Email'.
Customize the subject line of the welcome email to reflect your agency's branding.
Delete any existing columns and add a new one with a heading, text, and button.
The heading should welcome the client and can be personalized with your agency's name.
Include a welcome message in the body of the email to make it more personal and engaging.
Add a button with text like 'Client Portal' to direct clients to your website or project portal.
Style the button with colors and fonts that match your brand identity, such as black on white text.
Apply styling to the email, such as padding and background color, to enhance its visual appeal.
Ensure the text is centered for a clean and professional look.
Preview the email in different views (mobile, tablet, desktop) to ensure it looks good on all devices.
Customize the email further by adding images or adjusting the layout to suit your preferences.
The welcome email will be sent automatically to any client who is invited to a project or purchases a service.
After setting up the email, you can publish it or preview it to see how it will appear to recipients.
The email can also be sent to yourself for review to ensure it meets your expectations before sending to clients.
If you have any questions about setting up the welcome email, feel free to ask for assistance.
The process of creating a welcome email is quick and can be easily customized to fit your agency's needs.
Transcripts
the welcome email is easy to set up and
it's going to be sent to your clients
whenever they purchase a service or you
gets invited to a project it's super
easy to set up so let's do one right now
so we're going to click create welcome
email and you can find this page by
going to customizations and then to
welcome emao and here is where we're
going to go ahead and set up the page to
exactly how we want it so first we'll
get the subject line let's say welcome
to Q and then we're going to add a
column actually there's one already
right there so let's just delete this
one we'll put a heading we'll put a text
underneath and then we'll final off with
a button so the heading we're going to
make it say welcome to q and you can
name this to whatever you want to your
agency name and here we'll put in like a
welcome message I have one already
created so I don't waste your
time there we go and now the button text
we'll change that up
to say client
portal and we'll give the button some
styling I'm a big fan of black so we'll
give it black on white text and now
let's final off with some styling so
let's give it a padding of
50 and let's also change the background
body to
White and let's see what else can we do
maybe we can make the text be centered
so we'll click right here click center
right there and then here we'll click
Center there that looks pretty nice that
didn't even take that long and now we
just have to make sure this button works
so we'll click on the button one more
time and we'll give the URL of whatever
your website domain is so for us we're
on M hussein. so it'll
be main.com you just could be let's say
portal. example.com or client.
example.com
and after that we can do is publish it
or we can also prev it as well and you
can just send it yourself on
email and that's going to be shut off to
you as an email so you can view how it
looks you can also scroll down and just
click on mobile view to see how it looks
on mobile as well as click on preview to
view how it will look on tablet mobile
as well as desktop you can customize it
however way you want you can also put in
images if you like and like I said this
email is going to be sent to any client
gets invited to a project or they
purchase a service so it's just going to
get sent automatically that's it for now
let me know if you have any questions
bye
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