Send welcome emails to customer after Azure AD Sync
Welcome automation emails only work when contacts are created individually for each customer. Importing customers with CSV or syncing with AD azure doesn't send the welcome email automatically to new contacts.
Welcome emails are the first interaction with new customer employees. This is highly recommended.
Carlos Lopez
shared this idea
-
Fabian Olteanu
commented
I think this is a critical fault, we've just discovered that this wasn't automatically done and indeed, only users that are created manually get the welcome email.
I'm sure Atera development team can see how this is a mistake.
It should be a must to have. -
Jason Reed
commented
I am really surprised this is not already a feature of importing csv contacts or syncing with Azure. Point is to save manual entry and speed up the process but not sending a welcome email and asking all your users to go do a password reset creates manual work for the entire staff of the client you are interacting with.
-
Ben Ahlquist
commented
It seems the only time the welcome email sends is when a user is manually created. We intend to use Azure AD sync (once it's working (https://atera.uservoice.com/forums/936306-ideas-and-feedback/suggestions/47085382-azure-ad-group-sync-query-group-name-to-get-aroun) and CSV import (in the meantime) to provision ALL of our users.
It would certainly be nice to have this email fire during both import functions - really, any time a user is created regardless of method, this email should fire.
Someone spent a lot of time building in the capability of the welcome email in the first place, only to have it designed to work for what I bet is the least-used scenario of user creation.
-
abigael abigael
commented
Azure AD – send the customer portal credentials when you import it. Right now we can't send automatically an email to the client when you import from Azure AD.