You can set up and customize two emails in Zapiens. Depending on how you want users to access the App, you can set up and customize one email or another. 

We briefly explain both emails:

• Welcome email:

  • The email will be delivered to your organization’s users when you register them in Zapiens

  • They will need to create a password and log into the App

• Registration mail:

  • Your organization’s users will receive the email when you don't register them in Zapiens and you want them to register by themselves

  • They must register with a registration code. The registration code must be provided through an internal communication in your organization 

  • They will have to create a username and password at the time of registration

  • After this process, they will need to log in with the credentials they have created

How to set up the Email?

Tips for adding html and images in the Email

How to set up the Email?

1. At the top right, click on the "Three-dots vertical" button and click on the "Settings” option

2. In the section "Register and Terms", you can set the following fields:

   1. “Sender name". The default sender's name is “Soporte” (Support), you can change it if you need to

   2. "Sender email". The default sender email is Zapiens email, you can change it if you need it

   3. Enable one of the emails

   4. If you don't add information in the “Subject email" option, the default subject is: 

      • In the welcome mail: Greetings from Zapiens

      • In the registration email: I bid you welcome to Zapiens

   5. Write the content of the email

   6. Click on the "Save" button at the bottom right of the page

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Tips for adding html and images in the Email

Html: You can include a simple Html code for each user to receive personalized information

1. User. Click on "User" if you want to add the username with which the user will need to log into the App

2. Name. Click on "Name" if you want to add the name of the person to whom the email is addressed. For example, type Hello *|FNAME|*! and the person will receive Hello Anne!

Images: To add images in an email, you need an image server that provides a URL. On the internet, you can find a wide variety of alternatives. We recommend Imgur.com 

To add images follow these steps:

1. Click on the "Picture" button

2. On the pop-up window:

   1. Copy the url from the image

   2. Click on the "Insert Image" button

   3. Click on the inserted image to edit its size and position or to remove it

Links: To add an external link to a web page or a document in your organization's cloud:

1. Select the text to which you want to add the link

2. Click on the "Link" button in the menu

3. In the pop-up window, paste the link in the "To what URL should this link go?" part

4. Click the "Insert Link" button to save the changes

Note: If you do not set up and customize any welcome mail, the user will receive a default email with the following structure:

Note: If you do not set up and customize the registration mail, a default email with the following structure will be sent:

Note: You can choose the language of the default emails and the language of the default training notifications. To do this, follow the next steps:

1. At the top right part of the Administration Area click on the "Three-dots vertical" button and click on the "Settings" option

2. In "General", click on "Language"

3. A menu will be displayed. Choose the language: Spanish, English, French, German, Portuguese or Brazilian Portuguese

4. Click on the "Save" button at the bottom right of the page

Check out our articles Generate a registration code, Login or Create an account and Welcome email

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