In the "Branding" settings you welcome new people to your system personally: with a welcome text, a video and your own text for the invitation email for each role. All of it is optional. If you leave a field empty, the default text applies.
Add a welcome text and video
In the browser, open "Menu" → "Settings" → "Branding" and go to the "Welcome" section.
Write your text in the "Welcome text (optional)" field. Up to 2,000 characters are allowed; the counter below the field shows how many you have used. An empty line starts a new paragraph.
If you like, choose a video under "Welcome video from the media library (optional)". You can choose from the videos in your media library. Upload a new video first under "Menu" → "Manage knowledge" → "Media library".
At the very bottom, tap "Save branding".
The welcome text is plain text. Bold text, links or images are not possible in it.
Where the welcome text appears and who sees it
- On "Home", in the app and in the browser, a "Welcome to …" card appears with your text and the video. It stays until the person taps "Got it".
- New partners, shift leads and employees see the card during the first 60 days after they sign up. People with the head office role do not see it.
- The welcome text also appears as its own paragraph in every invitation email. The video only appears on "Home".
Tip: The "Invitation email preview" further down the same page shows how your text looks in the email.
Invitation text for each role
In the branding settings, go to the "Invitation texts" section.
Choose the role at the top: partner, partner with several locations, shift lead, team member or head office. A dot after the name shows that this role already has its own text.
Write the text in the "Own text for …" field. Up to 1,000 characters are allowed. When the field is empty, it shows the default text as an example.
Check the "Invitation email preview" below. Repeat the steps for other roles.
Tap "Save branding". The texts for all roles are saved together.
Your text only replaces the first paragraph of the email, which by default says who invited the person and to what. The greeting, the "How it works" explanation, the "Accept invitation" button and how long the invitation is valid all stay. For management roles, the note about two-factor sign-in follows as well, if it is required in your system. Empty fields mean the default text applies.
Placeholders
| Placeholder | Replaced with |
|---|---|
| {name} | Name of the invited person |
| {einladender} | Name of the person sending the invitation |
| {system} | Name of your system |
| {rolle} | the role of the invited person |
| {standort} | Name of the location; for an invitation without a location, this stays empty |
Write the placeholders exactly like this, with curly brackets – even in an English text. An example: "{einladender} is looking forward to welcoming you to {system} as {rolle} at the {standort} location."
Tip: Normally the email starts with "Hello …,". If your own text already starts with a greeting such as "Hello {name},", "Hi", "Dear …", "Good morning" or a German greeting like "Hallo" or "Liebe …", Symiko does not add a second greeting in front of it.
Use the preview
The "Invitation email preview" shows the email with the text that is currently in the field – with your logo, your colour and the welcome text. As an example, it uses the name "Alex Sample" and the location "High Street". Use the roles at the top to switch the preview. The button in the preview does not lead anywhere.
Frequently asked questions
Does a changed text also apply to invitations that were already sent?
An email that has been delivered no longer changes. Every new email – including reminders and invitations sent again – uses the text that is saved at the time it is sent.
Can partners set their own invitation texts?
No, head office sets the texts. They also apply to the invitations partners send to their team.