How to add Welcome Email on Queue

Mas from Queue

11 Mar 202402:38

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

00:00

📧 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

A welcome email is an introductory communication sent to new clients or project invitees. In the video's context, it is set up to be automatically sent after a client purchases a service or is invited to a project. The script details the process of creating a welcome email, emphasizing its ease of setup and the importance of personalization.

💡Customizations

Customizations refer to the personal touches or adjustments made to a standard template or system to better suit individual preferences or brand identity. In the script, 'customizations' is mentioned as a category within a platform where users can tailor their welcome emails to reflect their agency's style.

💡Subject Line

The subject line is the title or header of an email, which is crucial in capturing the recipient's attention. The video script describes setting up a subject line for the welcome email, suggesting 'Welcome to Q' as an example, to immediately convey the email's purpose.

💡Column

In the context of email design, a column is a vertical section of the layout where content can be organized. The script mentions deleting an existing column and adding a new one to structure the welcome email's content effectively.

💡Heading

A heading is a prominent text used to introduce a section or the main topic of the content that follows. The script specifies creating a heading that says 'Welcome to Q' to greet the client and set the tone for the rest of the email.

💡Text

Text in an email refers to the body copy that provides information or a message to the recipient. The script includes adding text under the heading to craft a personalized welcome message for the client.

💡Button

A button in email design is an interactive element that directs the recipient to take a specific action, such as visiting a website. The script describes adding a 'Client Portal' button, styled in black on a white background, to guide clients to the agency's website.

💡Styling

Styling refers to the visual design elements applied to the content of an email, such as colors, fonts, and spacing. The video script discusses various styling options, including padding and background color, to enhance the aesthetic appeal of the welcome email.

💡Centering Text

Centering text is a formatting choice that aligns text in the middle of the content area, creating a balanced and professional look. The script mentions centering the text to improve the visual presentation of the welcome email.

💡URL

A URL, or Uniform Resource Locator, is the address of a webpage. In the script, the URL is mentioned as the destination link for the 'Client Portal' button, directing clients to the agency's specific online portal.

💡Preview

Previewing an email allows users to see how it will appear to recipients across different devices. The script suggests using the preview function to check the email's appearance on mobile, tablet, and desktop views, ensuring a consistent experience for all clients.

💡Automation

Automation refers to the process of setting up systems to perform tasks without manual intervention. The script explains that the welcome email is sent automatically to clients upon purchasing a service or being invited to a project, streamlining the communication process.

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.