Tutorial: Creating welcome snippets for new members
You can use Tallyfy’s Snippets feature to display custom welcome messages or instructions to new team members.
These special snippets can be set in Settings > Organization > Personalization under two options:
MEMBERS - JUST JOINED: This snippet appears only the first time a new member logs in after accepting their invite. It’s ideal for a one-time welcome message, links to training videos, or key onboarding documents.
MEMBERS - HOMEPAGE: This snippet always shows on the Tallyfy homepage for all members in your organization. Use this for ongoing important announcements, links to company resources, or support information.
How to set up a welcome snippet
First, create the content as a Snippet: Navigate to Settings > Organization > Snippets. Click Create Snippet. Enter a title (e.g., “New Hire Welcome Message”) and add your desired text, images, or videos. Click Save.
Then, assign the Snippet: Go to Settings > Organization > Personalization.
Locate the setting for either MEMBERS - JUST JOINED (for the one-time message) or MEMBERS - HOMEPAGE (for the permanent message).
From the dropdown menu, select the Snippet you created in Step 1.
Save your changes.
Now, the chosen snippet will appear in the specified location for your members.
Users can create a Tallyfy account to establish their organization’s workspace or join existing ones while receiving guidance through a welcome task and having the flexibility to access multiple organizations with a single login.
Organizations can streamline member onboarding by automatically launching predefined templates when new members join which provides structured training and standardized knowledge through self-guided tasks while reducing administrative workload.
Administrators can invite new members to join by sending email invitations with role assignments while invitees must activate their accounts through a secure setup process.
Reusable text blocks called snippets allow users to insert standardized content across templates tasks and comments while administrators maintain central control over creating editing and organizing these snippets for consistent information management.
