How to set welcome email templates

How to set welcome email templates

When a customer is created in the platform, either by registering themselves on the portal , or if they are created in Fusion by finance company users, they CAN receive:
  1. a registration email which should contain content the explains how and where they can complete registration in order to use the online members portal.
  2. a welcome email which should contain details about what they are primarily intending to use the platform for. When a customer is created they indicate if they intend to invest or borrow as their primary function. A welcome email can be sent to the customer with more details regarding what they are wanting to do on the platform and this email can contain documents that are specific to that function and specific to the type of entity, that the customer can read or read and return to the finance company.

Welcome email templates are setup within the finance company trading category mandates.  Navigate to configuration > organisational customer > finance company trading category mandates

Here is a video that shows how to perform the below actions.

In order to set a welcome email template in a trading category 

1. Log into Clearmatch Fusion with the relevant credentials:



2. Navigate to Configuration > Organisational Structure:


3. Select the Finance Company Trading Company Mandates option under Finance Company:



4. Select a trading category  for which the welcome email needs to be added (by clicking on the link via the Finance Company or Trading Category)



5. This will redirect to the Display Trading Category Mandate page for the selected trading category. Click on the edit  icon located at the top right of the page to open the Edit Trading Category Mandate page:



6. For the welcome email sent to borrowers, select Borrower Details tab. For the welcome email sent to investors select the Investor Details tab.  The below detail how to setup the welcome email for investors but it is the same process for borrowers.



7. Select the Email Template from drop down that will be used to send the welcome email. 


Note : Welcome Email Template Sent To Investor drop down will contain the email templates that have already been created. To find out how to create email templates, click here.

8. The list of available document will list all "document to be supplied by customers" and "document to be supplied by investors". Select the document that you would like included in the welcome email. This allows you to send document to the customer that they can read, or read and get ready to return.

9.Once complete click on  to complete adding the welcome email template or click on  to go back.