"When creating a new user, I want them to receive an email with signup instructions and a link if they are not already a user. How do I set this up?"
To automatically send signup instructions with a link when creating new users in Clappia, you need to use the user invitation features integrated with workflow automation. This ensures that when you add or invite users to your Workplace, they receive an email containing the signup link and instructions if they are not already registered.
How User Invite Works in Clappia
According to the Adding users to Workplace | Clappia documentation, Clappia provides built-in options to invite users by email or phone number in bulk or individually. When you invite new users, the system automatically sends them emails with a signup link and instructions to join your app workspace. Learn more about email automation to enhance your invitations.
How to Send Signup Instructions Automatically When Creating New Users in Clappia
Step 1: Access the User Management Section:
- Navigate to your Workplace in Clappia. Go to the user management area where you can add or invite users.
- Select the option to invite users. You will see two invite methods: individual invites or bulk invites.
Step 2: Use the Invite Users in Bulk Option:
- Click the Invite Users in Bulk icon. This allows you to add multiple new user emails at once.
- Choose between adding 1-25 users or uploading a spreadsheet for up to 10,000 users. For spreadsheet invites, download the blank template to fill in user details without altering column names. See simplifying data management with bulk upload for efficiency.
- Paste a comma-separated list of email addresses if inviting 1-25 users. You can also optionally choose to invite using phone numbers instead of emails.
Step 3: Send Invitations:
- Click the Invite button. Clappia will automatically send emails to all new users with a signup link and instructions.
- The recipients receive an email only if they are not already users. This prevents duplicate invitations.
Practical Use Cases for Automatic User Invitations
- Onboarding new team members: Quickly add and invite new employees to your apps with automated signup emails. Optimize this process with our employee onboarding checklist app.
- Customer access management: Send signup links to customers to access specific mobile apps created in Clappia securely. Learn about customer support ticket log app to enhance customer management.
- Event management apps: Invite participants or vendors en masse with signup instructions to join your event management interface. Check out our vendor management app for more insights.
Advanced Configuration Options
- Workflow automation for custom emails: Use Clappia's Email Workflow node if you want to customize the email subject, body, and recipients beyond the default invite template. Customize automatic messages triggered on user creation actions. Learn how to unlock efficiency with workflow nodes.
- User role assignment: Configure default roles and permissions in the user invitation process for streamlined onboarding, complementing your existing employee attendance management setup.
- Invite via phone numbers: Besides emails, you can invite users using their phone numbers, enabling SMS-based signup links if configured. Explore phone number block uses in data collection with phone number block.
Troubleshooting Common Issues
- No email sent: Verify that the email addresses are correctly entered and not already associated with an existing user account. Refer to adding users to Workplace guide for details on correct user input.
- Invitations stuck or delayed: Check internet connectivity and Clappia’s system status for any outages affecting email dispatch. Also see tips for automating workflows effectively.
- Users can’t find signup link: Confirm that invitation emails are not going to spam. Advise them to check all folders. Improving email deliverability is covered in streamlining workflow with email node.
Best Practices for Sending Signup Instructions
Conclusion
Clappia’s built-in user invitation system automatically emails new users signup links and instructions when you add them to your Workplace. By using the Invite Users in Bulk option with email or phone number lists, you can effectively manage user onboarding with automated notifications and streamline app access for your team or customers. Elevate your app experience by combining user invites with advanced form building and app functionality enhancements.
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