---
title: Welcome snippets · Tallyfy Pro
description: Tallyfy lets you build custom onboarding snippets that show personalized welcome messages or permanent homepage announcements. Create reusable content blocks in your organization settings and assign them to appear once at first login or continuously for everyone.
lastUpdated: 2026-03-22T00:00:00.000Z
source_url:
  html: https://tallyfy.com/products/pro/tutorials/how-to-create-a-custom-onboarding-snippet/
  md: https://tallyfy.com/products/pro/tutorials/how-to-create-a-custom-onboarding-snippet/index.md
---

## Create a custom onboarding snippet

Tallyfy [Snippets](https://tallyfy.com/products/pro/documenting/templates/snippets/) let you create personalized welcome messages and instructional content for new team members. You’ll configure them in **Settings > Organization > Personalization** under two options:

* **MEMBERS - JUST JOINED**: This snippet appears **only the first time** a new [member](https://tallyfy.com/products/pro/documenting/members/) logs in after accepting their invite. It’s ideal for one-time welcome messages, 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 it for ongoing announcements, links to company resources, or support information.

### Setting up a welcome snippet

1. **First, create the content as a Snippet**: Go 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**. ![Snippet editor with welcome message content](https://screenshots.tallyfy.com/tallyfy%2Fpro%2Fdesktop-light-welcome-message-snippet-example.png)
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. ![Template snippet selection for welcome process](https://screenshots.tallyfy.com/tallyfy%2Fpro%2Fdesktop-light-select-snippet-welcome-newcomers.png)
5. Save your changes.

That’s it. Your chosen snippet will now appear in the right spot for your members.

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