When onboarding a new CX tool, communication and timing across large distributed organizations is key. Many clients prefer to get the platform fully set up and ready to go before inviting their users. You can use delayed welcome emails to take the time you need to get the account up and running before you let your teammate into the tool.
How to Bulk Add team members with the Welcome Email Delay
This function lives within the Bulk Create feature. Head to: Manage Team page > Add/Edit Team Members > Bulk Create. Remember to add team members after you've added Team Leaders and Admins for an easier experience.
Once you've selected "Bulk Create," you'll see the steps needed to do so. This will include Step 5, which will ask you if you'd like to "Delay welcome emails." Check this box. This will automatically queue up all of your Welcome emails for the team members you just added in bulk.
Sending Delayed Welcome Emails
Now that you've queued up your welcome emails and you've set up your account, you're ready to send your Welcome emails to your new team members.
Head to Manage Team > Add/Edit Team Members > Send delayed welcome emails
This will send all of your queued welcome emails in bulk and your team members will be able to log in!
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