Customize welcome emails in the admin portal
Customize the text and contact information in the emails that are sent to your new users after you add them in the admin portal. You may want to set this up before adding your users.
GoTo Admin
Before you begin: You must have an admin or super admin
role to perform this task.
Create a new custom welcome email template
- Sign in to GoTo Admin.
- Select
Settings from the left navigation menu. - Select Account settings from the left pane, then the Email templates tab.
- Select Add template at far right to open the Add email template window.
- Name your email template.
- Provide a subject for your welcome email in the Subject field.
- Scroll down to the Custom text box in the email body and provide the text you want to include in the email.
- Select Save.
Results: You can now select this email template from the Default welcome email drop-down menu when adding new users.
Edit or delete a custom welcome email
- Sign in to GoTo Admin.
- Select Settings from the left navigation menu.
- Select Account settings from the left pane, then the Email templates tab.
- Hover your mouse over the email template you want to edit or delete, then select the three-dot menu at far right. Choose from the following options:
- Edit: Update the email title, subject line, or body text, then select Save.
- Preview: Preview how the email will appear to users.
- Delete: Delete the email template.
Customize email info
You can customize the contact information and product support access included in the emails sent to your new users.
- Sign in to GoTo Admin.
- Select Settings from the left navigation menu.
- Select Account settings from the left pane, then Email customization from the Account settings tab.
- To customize your welcome email's contact information:
- Select the toggle next to Custom contact information.
- Select Edit next to Custom contact information to open the Custom contact information window.
- Provide the email address or URL you want to send users to when they select the "Contact us" button in the email body.
- Provide a different email address that you want to appear in the welcome email's From field. Replies to the welcome email will go to the email provided in the From field.
- Select Save.
- Toggle on Show links to GoTo support to include GoTo product support links in their welcome email.
Article last updated: 29 January, 2025