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Set up the welcome email and your brochures

Set the default welcome message once, and keep your brochures in one library that the whole team can attach. At the end, Send Welcome Email starts with your own words and your files are ready to attach. Setup takes about 5 minutes.

Before you start

  • You can see Contacts in the left rail with All contacts in its panel.
  • You have the files ready: for example a booklet or a price list.
  • Anyone on your team can use the brochures you upload. Do not upload private files.

Steps

Open the setup window

  1. Open Contacts in the left rail, then select All contacts.
  2. Click the Welcome Email Setup (message + brochures) icon in the top bar. The Welcome Email Setup window opens.

Save the default message

  1. Under Message, read the note. It says this is the default subject and body used when you click Send Welcome Email. You can still edit it for each send.
  2. Type the Subject.
  3. Type the Body. The box is tall, so you can write several lines.
  4. Click Save. The message Welcome message saved appears.

If both boxes are empty, the window says Add a subject or message before saving. If the save fails, it says Could not save. Please retry.

Upload a brochure

  1. Under Brochures, read the note: upload the booklet or price list once and attach it any time. It is shared across your team.
  2. Click Upload brochure.
  3. Pick a file on your computer. The button reads Uploading… until it finishes.
  4. Wait for the message Brochure uploaded. The file shows in the list with its size.

Brochure rules:

  • Files up to 25 MB. A bigger file gives File exceeds the 25 MB limit.
  • Use PDF, PNG, JPG, DOC, DOCX, PPT or PPTX files so they open in the contact's mail app.

If you have none yet, the list says No brochures yet. Upload a booklet or price list to attach it to emails.

Delete a brochure

  1. Find the file in the list.
  2. Click the Delete icon next to it. The window Delete brochure? asks Remove "name" from the library?
  3. Click Delete. The message Brochure deleted appears.

The file is gone for everyone. Emails already sent keep their copy.

Manage brochures on their own

  1. In the Send Welcome Email window, click Manage next to Attach brochures.
  2. The Manage Brochures window shows the same library, with Upload brochure and Delete on each row.

Troubleshooting

Issue Cause Fix
Could not read the selected file The file could not be opened. Save it again from its program and re-upload.
Upload failed. Please retry. The upload did not finish. Click Upload brochure again.
Could not delete the brochure The delete did not reach the server. Try again in a moment.
New default message is not used The window was closed without saving. Reopen Welcome Email Setup and click Save.