Hello all. I am a bit familiar with Notifications, but my question is about sending a “Welcome & Quick Start Guide” email to new users letting them know how they can log in for the first time and some quick user tips for them.
Currently we are using tags in Keap. So I add a new user in Keap, tag them so the Quick Start Guide/Welcome email goes out, and also put them in Docebo and enroll them in courses. I would love to be able to eliminate the double entry and just register the new user straight into Docebo. However, I still need to have the Quick Start Guide/Welcome email go to them so they know how to log in and navigate through the platform.
I am not sure if they have to have already logged in to Docebo first before getting an email notification. Or does anyone else have any other ideas how I can execute this and save me entering a new user into 2 different platforms?