Email Notifications: Client Onboarding

The Email Notifications settings allow you to manage the email confirmation sent to new clients upon registration. By customizing the notification settings, you can ensure that clients receive confirmation of their submission along with key information about their registration.

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Accessing the Email Notifications Settings

To access the Email Notifications settings for the Client Onboarding:

1. Log in to your WordPress admin dashboard.
2. Navigate to WP Admin → Client Onboarding → Email Notifications.
3. Here, you can modify the settings for client email confirmations.

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Available Settings

1. Enable Notifications

• Description: Choose whether to send an email confirmation to new clients upon registration.
  • Enabled: Sends an email confirmation to a new client.
  • Disabled: Does not send an email confirmation.

2. Client Registration Email

• Subject: Customize the subject line of the email confirmation sent to clients.

  • Example: "Welcome to Sweep&Go, {first_name}!"

• Body: Customize the content of the email confirmation. It is recommended to include details about the data submitted by the new client and the next steps in the onboarding process.

  • Example Body:

    Dear {first_name} {last_name},
    Thank you for requesting a service from {location_name}.
    
    You will shortly receive your account information and hear from a member of our team.
    
    Until then, please review a copy of information you have just submitted: {submitted_data}
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    {location_name} | dev-email@wpengine.local | Client Dashboard
    

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Allowed Dynamic Values

To make your email more personalized, you can use the following dynamic values within the email subject and body. These values will be automatically replaced with the corresponding data when the email is sent:

• {location_name} - The location name entered by the client.
• {first_name} - The client's first name.
• {last_name} - The client's last name.
• {submitted_data} - A table of data submitted by the client during the sign-up process (e.g., cleanup frequency, number of dogs, etc.).

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