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New Agent Welcome Email

The email agents get when they create their own account on your order page, and how to turn it off or edit it.

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Written by Amy DeFine

The New Agent Welcome Email is sent to an agent when they create their own account on your order page. It welcomes them to your service and links to your website.

When it’s sent

  • When an agent creates their own account on your order page, including through See Pricing. It’s sent right away, before they place an order.

  • Not sent when you add an agent yourself, import a list, invite an agent through a Company or Account Manager, or when a new agent places an order without creating an account first.

What’s in it

  • A welcome message (default subject: “Welcome to [your company]’s Photography Service”)

  • Your company email, phone and logo

  • Your Visit Us button and social media icons (Facebook, Instagram, YouTube and LinkedIn)

The Visit Us button links to the Website (URL) in Settings → My Company. If that’s blank, the button still shows but doesn’t go anywhere. See How to set your company website link.

How to turn it off or edit it

  1. Go to Settings → Email Templates.

  2. Find New Agent Welcome Email under Send to Agents.

  3. To stop it, turn off Active.

  4. To change it, click New Agent Welcome Email to edit the subject, body, send-from address or additional recipients.

FAQ

  • Why do I get a copy of my agents’ welcome emails? Your email may be listed under Additional Recipients on this template. To stop getting copies, open the template and remove it.

  • I added an agent myself. Why didn’t they get a welcome email? Agents you add or import don’t get this email. It’s only sent when an agent creates their own account.

  • Why don’t my Twitter or Vimeo links show in the email? Emails only show Facebook, Instagram, YouTube and LinkedIn icons.

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