website logo
ChartHop documentation
Carrot reference
Release notes
Navigate through spaces
ChartHop documentation
Carrot reference
Release notes
⌘K
Welcome
Welcome to ChartHop documentation🚀
Available ChartHop packages
Getting Started
ChartHop Video Library
Navigating ChartHop
ChartHop terminology
Markdown formatting
Filtering data
Home page
Visualizing your organization
Org Chart
Map
Data Sheet
Employee Profiles
Setting up ChartHop
Creating your ChartHop org
Importing spreadsheet data
Configuring your Org settings
User management
Permissions and security
Creating and managing groups
Customizing ChartHop
Forms
Fields
Customizing employee profiles
Document templates
ChartHop apps and bundles
ChartHop apps
ChartHop bundles
Performance management
Performance reviews
Org management
About org management
Working with jobs
Working with people
Working with job history
Announcing org changes
Planning
Scenarios
Headcount planning
Compensation reviews
Legacy compensation reviews
Compensation bands
Viewing your people data
ChartHop reports
Partners
Sequoia getting started
Accessing ChartHop as a Sequoia customer
ChartHop first run guide for Sequoia customers
ChartHop features available to Sequoia customers
Troubleshooting common sync errors
Developers
ChartHop connect
Developer basics
Events
Syncing data to/from ChartHop
Resources
ChartHop Standard Terms and Conditions
ChartHop Basic Agreement
Data Processing Addendum
Privacy policy
Security statement
Subprocessors
FAQ
Docs powered by archbee 

Customizing invitations

Packages: Basic | Standard | Premium

Using the Customize Invitation tab, you can create a custom email template to invite users to your ChartHop organization.

Customize invitation
Customize invitation

Create a custom welcome email

To customize the welcome email that invites users to access your ChartHop organization:

  1. From the left sidebar, select the gear icon and select Org settings.
  2. Select the Customize invitation tab.

  3. Create or edit your custom welcome email message using the Rich Text editor or using Markdown.
  4. Select Save settings when you've completed your email template.

Send test email

Once you've created an email template, you can test how it looks by selecting Send test email. Selecting the Send test email button automatically sends a test email to your registered email address.

Example welcome email
Example welcome email



Updated 23 Nov 2022
Did this page help you?
Yes
No
UP NEXT
User Access Manager
Docs powered by archbee 
TABLE OF CONTENTS
Create a custom welcome email
Send test email