Welcome Email on Signup

New clinicians now receive a welcome email when they sign up, with a quick 3-step guide to getting started. A follow-up engagement email arrives after 5 days for anyone who hasn't activated their first form.

Epic 79.0v79.2

emailonboardingwelcome

Highlights

-Instant welcome email on signup
-3-step getting started guide
-Day-5 follow-up for inactive accounts

What's New

Every new clinician now receives a branded welcome email the moment they sign up. It includes a clear 3-step guide:

1. Browse the Forms Library

2. Activate the forms you need

3. Send your first assessment

If a clinician hasn't activated any forms after 5 days, they receive a gentle follow-up with tips to get started.

Learn More

Explore the Forms Library

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