Welcome Letter Setup

Welcome Letter Setup

Learn how to create a welcome letter template in this step-by-step training.

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Course Overview

This course will walk you through each step of creating a custom welcome letter in the platform, including how to use the auto-text feature and using templates. Click on the link below and tag along while we cover this topic. 

(4 min.)

Curriculum4 min

  • Let's Dive In!

    Setup

  • Welcome Letter Setup 4 min
  • Hands On Activity
  • Final Step
  • What's Next?

    Next Steps 

  • Customer Community

Course Overview

This course will walk you through each step of creating a custom welcome letter in the platform, including how to use the auto-text feature and using templates. Click on the link below and tag along while we cover this topic. 

(4 min.)

Curriculum4 min

  • Let's Dive In!

    Setup

  • Welcome Letter Setup 4 min
  • Hands On Activity
  • Final Step
  • What's Next?

    Next Steps 

  • Customer Community