Send (or Resend) the Partner Welcome Email

TABLE OF CONTENTS

• Sending the Welcome/Password Setup (For All Partners Without a Password)
• Sending the Welcome/Password Setup (Selected Partners Without a Password)
• Accessing the Password Setup Status
• Video Support

Sending the Welcome/Password Setup (For All Partners Without a Password)

If you need to send the Welcome/Password setup e-mail to participants who have not yet set up their password, please follow these steps:

1. On the left-hand side of your Mission Control, click Partners, Staff, & Grantee & Subgrantee Sites.
   
   
2. On the right, click Manage parnter accounts.
   
   
3. In the table, use the Select action drop-down menu and select the Send Welcome/Password Setup E-mail to All Partners without Password (#).
   
   
4. A pop-up window will appear with a list of participants who have not yet set up their password:
   
5. To send the Welcome/Password Setup Email, check the box and click Confirm.
   
6. The email will be sent from your account. Here's a sample of the email. 
   
   

Sending the Welcome/Password Setup (Selected Partners Without a Password)

If you need to send the Welcome/Password setup e-mail to participants who have not yet set up their password, please follow these steps:

1. On the left-hand side of your Mission Control, click Partners, Staff, & Grantee & Subgrantee Sites.
   
   
2. On the right, click Manage parnter accounts.
   
   
3. Check the boxes to select the participants you would like to send the email to.
   
4. Use the Select action drop-down menu and select the Send Welcome/Password Setup E-mail to Selected Partners without Password (#).
   
   
5. A pop-up window will appear with a list of participants who have not yet set up their password:
   
6. To send the Welcome/Password Setup Email, check the box and click Confirm.
   
7. The email will be sent from your account. Here's a sample of the email. 
   
   

Accessing the Password Setup Status

After you send the Welcome/Password Setup Email to your Partners, you can now easily track which Partners have and have not setup up their passwords and even target folks based on any number of custom fields.

1. In your Mission Control, go to Partners, Staff, and Grantee & Subgrantee Sites.
   
   
2. On the right, navigate to Manage participants accounts.
   
   
3. On the far-right, click on the More drop-down menu and select Export Partners.
   
   
4. Organize the roster by Parnter name and select all. (You might want to deselect any test participants you've created.)
   
   
5. Select any fields to include in your report, especially Password Setup Status in the Name & Contact Details panel.
   
6. Next, in the table at the bottom of the page, you can send the Password Setup Email, by clicking on this email icon.
   
7. Send a welcome email to Partners to set up their passwords by selecting them and clicking the envelope icon (above).
   
   A window will open, displaying the names of folks who have not yet setup their passwords.
   
   (a) Check the box and click (b) Confirm to send the Password Setup Email.
   
   
8. Optionally, if you want to target a segment of Partners to send the email to, you can apply a filter.
   
   An example of why this would be relevant: Imagine you only want to send the Welcome Email to folks who are starting next month. In this case, you could use a filter to find folks with upcoming start dates AND have not yet set up their password.
   
   
9. To apply a filter, click the Show Filter option here:
   
10. Choose a (a) Filter By option, select an (b) Operator, and (if relevant) a (c) Value, then click (d) Add.
    
11. Create as many variables as needed.
    
    
12. You can also adjust the And/Or logic using these options (a).
    
    Click (b) Apply Filter to display the results in the table.
    
    Optionally, you can save your Segment by (c) giving it a name and clicking Save (d).
    
    

Video Support