Administration Guide › Email Notifications › How to Create Email Notification Policies › Use Case: Sending a Welcome Email

Use Case: Sending a Welcome Email

When a new employee is hired, Forward, Inc, wants to send an email to that user welcoming them to the company. The email must provide important information to the new employee, such as links to the employee home page, and information about their manager and department.

To create the email, the Human Resources administrator uses the Create Email task in the User Console to configure the following settings:

• On the When to Send tab, select User Created.
• On the Recipients tab, complete the following steps:
  • Click the Edit icon next to the To field.

    Select User, then click the plus sign. Select the Manager using the same method, then click OK.

  • Click the Edit icon next to the CC field.

    Select Initiator, click the plus sign, and then click OK to send a copy of the email to the user who created the employee in CA IdentityMinder.

• On the Content tab, complete the following steps:
  • In the Subject field, enter the following text: Welcome,

    With the cursor at the end of the text that you entered, select Attribute from the drop-down list. Then, select Full Name from the second drop-down list, then click the plus sign.

    The subject line resembles the following:

    Welcome, {'Attribute: eTFullName'}

    Note: The attribute name depends on the user store and attribute that you are using.

  • In the Content box, add any welcome text. Include links to the Employee portal and use the dynamic content options under the content box to display the user's department, manager, and manager's telephone number, as follows: