The onboarding email is a personalized email that each team member receives with their digital card, instructions on how to add it to the wallet and everything they need to get started.
⚠️ **Important:** You need Team Manager activated and the cards created with name and email of each person.
Individual shipment
- Go to Cards > Excel View
- At the end of the table, click on the icon Send onboarding email
- You can preview the email by clicking on the icon See onboarding page
Bulk mailing
- Select multiple cards in Excel View
- Click on Massive actions
- Select Send onboarding email
Each person will receive a personalized email with your card link.
💡 **Tip:** Send the emails during business hours, preferably in the morning, so they can set up their cards immediately.
