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

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Keywords

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Highlights

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Transcripts

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Связанные теги
Welcome EmailClient EngagementProject InvitesEmail CustomizationService PurchaseAgency BrandingUser InterfaceButton StylingMobile ViewPreview Test
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