Applies to: General partners
FundCentre Onboarding provides standard templates for Welcome emails for new and existing users, as well as for password reset emails. You can customize the subject and body of these messages.
How to customize welcome emails
- From the Profile menu, select Templates.
- In the left panel, select the template type that you want to customize - new user welcome email, existing user welcome email or password reset email.
- (Optional.) To include merge fields which will automatically be populated, enclose them in double brackets. To see the list of merge fields, click the down arrow in from of Merge Fields.
- Make changes to the subject line and body.
- Click Save.
- (Optional.) To send a test email to ensure that the email looks the way you want it to, click Send Test Email, enter an email address, and click Send.