Show me a how-to walkthrough in the app
1. Navigate to the + next to Employees
First, navigate to the + next to the Employees module in the left hand navigation menu.
2. Enter employee's details
Next, enter the employee's name, email address, role(s), and division (if applicable).
3. Add Custom Message
Now, check the Add custom message box in the Email Template section.
4. Compose Custom Message
Next, type your custom invite message in the box.
Note: The html under the text box can be used to format the font and add links to URLs.
5. Preview Custom Invitation Message
Then, click Preview Email to review the custom invite message and ensure all details are accurate before sending.
6. Review Custom Invitation Message
Now, your custom message will appear underneath the Access your account button.
7. Close the Preview
Then, close the preview message to move forward with sending the invitation after confirming all information is correct.
8. Click Invite
Finally, if you need to also send start work click the Pre-fill Start Work button to initiate that process. Once all set, click the Invite button to send the invitation email with the custom message.
That’s it! You have successfully added a custom message to an invite email in GreenSlate. If you have any questions or need more help, please visit our Help Center, chat with our support team, or reach out via email to [email protected]