When new employees join the company, we”d like to send a warm personalized welcome email to their new account to help them onboard smoothly. Aside from a generic “welcome to xxx organization” greeting, you can also inform new users of organization policies, service enabled for the users” organizational unit (OU), disclaimer notices, or further materials to read etc.
In this article, I”m going to show you how Foresight can automate sending tailored welcome emails to your new members. It will save you tons of time. If you have yet to install Foresight, check out this quick start.
Watching: Welcome email
Suppose 3 employees are hired. As subject matter experts from different fields, they will be assigned under 3 OUs.
|New Employee||Organizational Unit|
|Deborah Worley||Marketing > Digital Marketing|
|Marsha Luper||Customer Support > Customer Service|
|Michael Sinclair||R&D > Engineering|
The goal here is when they login into their domain primary email, they expect a personalized welcome email from a Google Workspace administrator. This video tutorial demonstrates how Foresight automation can self-navigate the emails once setup.
Instructions to your domain
The bird”s-eye view
First of all, figure out how many welcome email templates do you need and how would you segment the users to receive those emails. In Foresight, for this article”s use case, an automation rule includes a User Created Trigger, a Wait action and an Email Action. It basically means when a user is created in the Google Workspace domain, wait for 60 seconds and send 1 or more emails to this user and/or other people.
The Trigger has a condition builder so that you can segment user accounts to receive different emails. The Wait action is literally asking the rule to delay certain time before executing next action (you may wonder why to add a Wait action?). The Email action is nothing but a Gmail draft like interface with extra features.
Once automation rules are created, you only need to create users in Admin Console and the welcome email part will be done by Foresight. No more wasting time to compose and send welcome emails manually over and over again.
Build an automation rule
In the Rules page, click
See an email record in your Sent folder. Those personalized welcome emails will be in your Sent folder as well as in Google Vault if you enabled Gmail message retention. Your email will be the first official welcome message in their inbox.
Q: How does the conditions in User created trigger work?
The conditions in the User created trigger filter and segment new users. Multiple conditions are implicitly joined by an AND logic. In another words, a new user event has to match all conditions in a trigger to pass through the actions.
Q: Does it work with bulk user creation?
Q: What are the variables?
Variables are undetermined placeholders representing certain information until the rule runs. For the User created trigger event, variables include but not limited to, due to product updates, the first name, last name of the user, the OU path and the primary email of user.
Q: What is the use of Wait action in this automation?
The Wait action is a workaround for a caveat of delaaaaaaaaayed welcome emails as reported by our customers. The original automation of User created => Email => End causes an inconsistent 5-30 minutes delay showing up in the new user”s Gmail inbox.
Regarding this issue, Google sheds some lights,
It takes up to 24 hours to propagate new services (Gmail), so it”s normal for messages to get delayed when it comes to new users.
If you do not experience the delay or doesn”t worry about the delay, that”s great, keep the Wait time 60 seconds. Otherwise, extend the Wait time to 120 seconds or more to see if the issue goes away.
It”s fun to connect different components in Admin Console as well as Google Workspace apps to make work more efficient. You could connect rules in this article with rules in Create Google Workspace users by schedule, so new user accounts planned to be added in a future date will automatically receive an welcome email. I”ll also share more actions in the following articles. Automate sharing a calendar / team drive to the new user, or assign the new user to a group conditionally. Stay tuned!
Feel free to leave your comments below.
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