Editing the Welcome Template

Make every new client feel valued with a professional, personalised Welcome Email. 

Our updated template can now be fully edited and customised with variables, letting you tailor your message to each recipient.

Send directly to Individual Owners, Owners by Horse, or Owners by Syndicate—ensuring the right message reaches the right people, every time. It’s the easiest way to create a polished, personal first impression that sets the tone for a lasting relationship.

Default Email Template:

Edit the Welcome Email template

1. Go to Settings (left menu) → choose Email Templates from the dropdown.

2. Open the Welcome Owner tab and edit the content as you wish.

3. Review Available Variables (these are personalization tokens). For example:

   • [FIRST_NAME] = the recipient’s first name

   • [SITE_TITLE] = your site name
     Simply click any variable to insert it into your email. It will be automatically replaced with real data when the email is sent, so you don’t need to edit each email manually.

4. Click Save when you’re done.

Use Onboarding to send the Welcome Email

You can send a welcome email to a specific owner, all owners of a particular horse, or a whole syndicate.

1. Go to Onboarding (left menu).

2. In Select Recipients, tick the recipient type you want.

   • After you tick a type, a detailed selector appears below - make sure you choose the exact Owner, Horse, or Syndicate.

3. In Action, tick Welcome Owner to send the welcome email.

   • If you need to tweak the content first, choose Edit template (this opens the same template as in the section above).

4. Click Send Email.