Configure Cloud Voice App Welcome Email

The welcome email is the message a new user receives to get started. It carries their extension number and voicemail PIN, together with the credentials and step-by-step instructions they need to sign in to the Cloud Voice App. A ready-made template ships with the system, and you can replace it with one of your own.

Note

Welcome emails are sent in whichever language you have chosen for notifications under System > Email > Email Templates > Notification Email Language.

Open the welcome email settings

1. Sign in to the PBX (Private Branch Exchange, your phone system) web portal and open Extension and Trunk > Extension.

2. Above the list of extensions, select Cloud Voice App Server.

   

3. Switch to the Email Templates tab.

Customize the template

1. From the Template drop-down list, choose Custom.

   Note

   Leave the list on the default template if the standard wording works for you. You only need the steps below when you want to change what the email says.

2. Optional: use the Login Credentials Validity Period (Days) drop-down list to set how long the sign-in credentials in the email remain valid.

   Tip

   This is an expiry window: after the chosen number of days, the credentials in that email stop working. A shorter window is safer if an email is forwarded or leaks, so pick the smallest period that still gives a new user enough time to sign in.

3. Adjust the subject line and body text to suit your organization.

   Caution

   Leave the {{.xxx}} variables in the template untouched. If you alter or remove them, the details in your users’ welcome emails will come through incorrect.

4. Select Save.