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Welcome snippets

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

  1. 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. Creating the content in the Snippets section
  2. Then, assign the Snippet: Go to Settings > Organization > Personalization.
  3. Locate the setting for either MEMBERS - JUST JOINED (for the one-time message) or MEMBERS - HOMEPAGE (for the permanent message).
  4. From the dropdown menu, select the Snippet you created in Step 1. Selecting the created snippet in Personalization settings
  5. Save your changes.

Now, the chosen snippet will appear in the specified location for your members.

Miscellaneous > Support

Comprehensive guidance on driving team adoption of Tallyfy through early user involvement onboarding automation universal snippets and success measurement techniques.

Org Settings > Auto-launch templates for new members

Organizations can automatically initiate specific onboarding templates for new members upon joining which provides structured guidance through tasks notifications and standardized training materials while reducing administrative work and tracking completion progress.

Snippets > Use snippets

Administrators can create reusable text blocks called snippets that any team member can insert into editable content areas to maintain consistency and enable quick updates across the organization.

Templates > Snippets

Snippets function as reusable text blocks that streamline workflow documentation by allowing users to insert standardized content across templates tasks and processes while maintaining central control over updates.
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