Send Welcome Email to Users from Dashboard

Send Welcome Email to Users from Dashboard


As the Admin or Manager of a Location(s), you can send a Welcome Email directly from your dashboard, which will include your Users login information.  To do this, please follow the steps below:



Step 1: Locate the Management - User page from the left-hand side Navigation bar




Step 2: Select 'Send Notification' from the bar at the top of the Users page:





Step 3: You can either use the "Select All" or individually select the users you want to send an email to.  Then scroll down and click the green "Send Notification" button:



Step 4: Users will then receive a Welcome email that includes their username, email and temporary password.  Upon initial login, users can then update their password from their Account page. 


Please note that when sending this message to a user, this will automatically change the password. But they will have the ability to update that password once they access their account.  Below is a link that reviews how to change your password. 

https://testimonialtree.zohodesk.com/portal/en/kb/articles/change-your-password

This will also unlock an account if by chance an account has been locked out. 



    • Related Articles

    • Modify, Add, or Delete Users

      With an enterprise account, you're able to manage all the users in your account. Step 1: To access your users, from the Dashboard go to Management in the left-hand side Navigation Bar and then Users Step 2: The User Administration page will open and ...

    • Login to Your Account

      To login to your account: Step 1: Go to https://testimonialtree.com/login.aspx Step 2: Enter your username or email address and password and click, Log In. Or, if you signed up with your Facebook or Google account you can also click the buttons below ...

    • Change Your Password

        Step 1: From your Dashboard click on your headshot or wheel icon in the upper right-hand corner and then select Account.    Step 2: On the right-hand side under Action Items, select Change Password    Step 3: Fill in the form and click Change ...

    • Manually Request a Survey

      If you are not using an automated feed, or if you need to send a survey that may have not been sent through a feed, you can send a survey manually. Note that this feature is only available to the parent account, not a child/user account. Step 1: From ...

    • How to Collect a Testimonial Via Email

      Step 1: From your Dashboard click the Collect Testimoinal button Step 2: The Collect Testimonial Page will open. Click the Send Via Email button Step 3: The Send a Testimonial Request Via Email page will open Enter the Recipient Name and Email in the ...