Customize Account Invitation Email

Pat Canning

Currently, when users are invited to join a Smartsheet account they receive a standard, system-generated email with no custom message. This has resulted in some users contacting the sender or a Smartsheet administrator, if they know one, to ask whether the email is legitimate or a form of phishing malware.

The system administrator / sender should have the ability to add a customized note to the invitation to explain the invitation's purpose and legitimacy.

Scott Peters

As an Admin, when I set up a new user, Smartsheet sends an invitation message. Users frequently reach back asking why their (company) password did not work. It would be nice if Admins could customize the welcome message to include things like:

1. Tailored instructions for setting first time password
2. Company branding
3. Links to resources
4. Set a 'do not reply' message, or dictate where an email will go if the user clicks reply

Julie Becker

@Scott Peters I 2nd this request. I have to send a separate Welcome Package Outlook Email with instructions 10min before i send the invite from Smartsheets so that they had time to review prior to them receiving it. In the past without that email, they would assume i had set up their passwords or to use a different email account which is why i have an outlook email template set up to just send after adding their name/email.

Nice suggestion

dsalinas

To add to @Pat Canning's request, it would be nice if we could set the From: address in the invitation email to be a sysadmin other than the main contact sysadmin. E.g., you might have a licensing admin that's different from the main account/billing admin.

Mike Ferringer

@Pat Canning's suggestion for customizing invitation emails seems fundamental given the ever increasing concerns surrounding cyber security. This at minimum warrants a response from Smartsheet and ideally warrants action to be taken.

Joy I.

I agree with this suggestion. From a change management perspective, I think it is also important to make sure the message aligns with how we are rolling out Smartsheet to our organization. Allowing us to link to an infomational page with instructions/resources up front - rather than when they first login - would help better transition folks to using Smartsheet.

MarjorieP

It would be nice to have an option to customize the invitation sent to new users to join your Smartsheet account. Customization may include quick summary of what is the Sign In process if using SAML or password. It may also include WorkApps Sign in.

Joann Pendleton

Actually, the way it works in Automated Workflows would be nice. Allow us to choose where the email comes from and/or allow us to set this to default

Send from Triggering User

Send from my organization

Send from Smartsheet Automation