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What is a Welcome Email?

A Welcome Email is an email sent to new contacts that provides them with a link to your website, their login credentials to your website and a customizable introduction to you.  Sending a customized Welcome Email is an easy way to have immediate, consistent and professional communication with new leads. 

How do I customize the Welcome Email?

Your Market Leader system has two customizable Welcome Email templates.  Both templates have default, customizable text and are designed to automatically include your client’s specific login credentials and website access when you send the Welcome Email.

  1. Registered on Website Welcome Email.  When a contact registers on your Market Leader website they will instantly and automatically receive this Welcome Email from you.
  2. Manually Entered Welcome Email.  When you manually enter a contact into your Market Leader system you must also manually send them a Welcome Email. When you do, this is the Welcome Email they will receive.

Follow the below steps to customize both Welcome Email templates:

  1. From the Profile Admin Drop-down Menu, select Email Settings.

  2. Click Welcome Email in the navigation pane on the left.

  3. Type the desired text in the space provided. Use the editing toolbar to get creative.

  4. Select Preview Email to view your Welcome Email.  When the Welcome Email is sent, their password will automatically be filled in.  NOTE:  Your professional profile image is automatically included in your Welcome Email.  (This is pulled from Profile Admin Drop-down Menu / My Account / Settings / Images / Website Image.)

  5. Click Save to apply the changes you just made.

How do I Manually Send a Welcome Email?

  1. Click on the contacts name.  This will take you to their Summary Page.

  2. Click More Actions and then select Resend Welcome Email.  This will send the “Manually Entered” Welcome Email to your contact.

Below is an example of what the emailed version of your Welcome Email will look like.  The goal of the Welcome Email is to ensure each new contact has the link to your Market Leader website and has their login credentials (password).  This information is automatically included in their Welcome Email.

Helpful Tips:

  • After you save your changes to the Welcome Email templates, we recommend you visit your consumer facing website, register as a test lead and view the Welcome Email to ensure it looks the way you intended.
  • Do not copy and paste text from Microsoft Word to Welcome Email templates.  Microsoft Word does not adhere to common HTML standards, so copying and pasting formatted text from Word into a Welcome Email template can cause unexpected results.

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