The 'Welcome to the team' email is an introductory email sent from Greenhouse Onboarding to a new hire after they've been assigned an onboarding plan. In this email, new hires receive a link to start setting up their onboarding account and a summary of their assigned manager and department.
Greenhouse Onboarding provides a default version of this email, but your organization can create and customize multiple variations of the default template to target specific new hires. This article covers how to edit default and custom variations of your 'Welcome to the team' email.
Note: Learn more about setting the delivery schedule for your organization's 'Welcome to the team' email.
To begin, navigate to Settings > Onboarding Plan > Emails.
On the Emails page, scroll to Welcome to the team to review your default 'Welcome to the team' email and any existing template variations.
Edit the default 'Welcome to the team' email
To edit your organization's default 'Welcome to the team' email, hover over the email named Default. Click the pencil icon to begin editing.
Note: The default 'Welcome to the team' email is intended to work as a catch-all for new hires who haven't been assigned specific departments, locations, employment statuses, or other criteria.
As a result, the default email can't be deactivated or renamed. In addition, match rules for department, location, employment status, and other criteria can't be applied to the default email template.
Use the Email Subject and Message fields to update the subject line or email copy for your default 'Welcome to the team' email.
When you're done, click Save and Close.
New hires who do not have matching criteria for 'Welcome to the team' email variations will receive this default email.
Edit custom 'Welcome to the team' email variations
Note: Learn how to create a new variation of the 'Welcome to the team' email.
You can also edit any of your organization's 'Welcome to the team' template variations. Hover over the email variation you want to edit, then click the pencil icon.
If you want to delete this email variation, click the trash icon.
From the email template editor, you can edit any of the following elements:
- Enable or turn off email delivery
- Template name
- Email subject
- Message
- Match criteria
Note: Make sure each 'Welcome to the team' email variation has match criteria applied to filter for specific new hires. This ensures that the correct email variation will reach new hires with matching locations, departments, employment statuses, or other criteria.
When you're done, click Save and Close.
New hires who match the applied criteria will receive this 'Welcome to the team' email variation.