When you hit the Invite button, an automated email is sent out from Pingboard prompting invitees to claim their profile and start using Pingboard. These emails hold the "key" for unlocking access for a profile, and it's usually the first thing anyone sees from Pingboard, so it’s a great idea to customize and tailor it to your company’s needs and culture.
- From the Admin menu, select Settings, then scroll down to the Invite Email section and choose Customize.
- Our email editor uses Markdown to style the email’s text – if you’re not sure how Markdown works there’s a handy cheat-sheet at the bottom of the editor, or you can find a more comprehensive guide here.
- You can preview your invite email at any time by selecting the Preview tab at the top of the editor.
- When you’re done making edits, select the blue Save button at the bottom of the editor to save your changes.
If you make a mistake or want to start from scratch, edit your invite email and select the Restore Original option.
Still need help? Let us know.