Configure new member welcome email

You can set up your Candidate Experience portal to send a welcome email to each new candidate when they successfully register.

For multiple portals you can set up welcome emails for each.

To set up a welcome email for a single portal:

1. Go to Setup > Feature Settings > Digital Experiences > All Sites

2. For the Candidate Experience Portal site select Workspaces:

   

3. On the Workspaces page select Administration:

   

4. On the Administration page select Emails:

   

5. On the Emails page most of the fields are completed with default values; you can leave these in place.

   Note If you're using a different template to the default one, check the template has a HTML version as well as a plain text version.

   In the Email Templates section ensure the Welcome New Member fields are completed as follows:

   Field	What to enter
   Send welcome email	Checkbox. Checked.
   Template name	Select Lookup , search for and select Candidate Portal new member welcome email.

6. Select Save.

7. Go to Setup > Custom Code > Custom Metadata Types.

8. In the list of All Custom Metadata Types find CandidatePortalCommunity and select Manage Records:

   

9. For the Candidate Portal Custom config record select Edit:

   

10. On the CandidatePortalCommunity Edit page ensure Multiple Portal Welcome Email is unchecked:

    

11. Select Save.

To set up welcome emails for multiple portals:

1. Go to Setup > Feature Settings > Digital Experiences > All Sites

2. For the first Candidate Experience Portal site select Workspaces:

   

3. On the Workspaces page select Administration:

   

4. On the Administration page select Emails:

   

5. On the Emails page most of the fields are completed with default values; you can leave these in place. In the Email Templates section ensure the Welcome New Member fields are completed as follows:

   Note If you're using a different template to the default one, check the template has a HTML version as well as a plain text version.

   Field	What to enter
   Send welcome email	Checkbox. Checked.
   Template name	Select Lookup , search for and select Candidate Portal new member welcome email.

6. Select Save.

7. Stay on the Emails page and uncheck Send welcome email.

8. Select Save.

9. Go to Setup > Custom Code > Custom Metadata Types.

10. In the list of All Custom Metadata Types find CandidatePortalCommunity and select Manage Records:

    

11. For the Candidate Portal Custom config record select Edit:

    

12. On the CandidatePortalCommunity Edit page ensure Multiple Portal Welcome Email is checked:

    

13. Select Save.

14. Repeat the complete procedure for all Candidate Experience portal active in your org.