Sometimes you might need to send content as an email, rather than as a Slack message — for instance, you might like to send pre-boarding emails to New Hires before they join your Slack workspace.
You can schedule email messages in your Donut templates for New Hires, Managers, or other stakeholders as needed. Read on to learn how to use this feature.
Setting Up Branding for Emails in Journeys
To create a professional look for your emails, you can customize them with your brand’s logo and colors in Donut Journeys. Follow these steps to set up your email branding:
Navigate to Settings:
In the Donut dashboard, select Donut Journeys from the left-hand sidebar menu.
Click on Settings and go to the Other Settings tab.
Set Your Brand Color:
Upload Your Logo:
Click the Upload logo button to add your company logo. Make sure your image is at least 200px tall for the best results.
The logo will appear in the banner at the top of your emails.
Save Your Changes:
Once you've set the color and uploaded your logo, click Save Changes to apply the updates.
Preview the Email Header:
The Email Header Preview section will show a sample of how your logo and brand color will look in your emails. If no branding is set up, Donut emails will not include a header.
Adding Personal Email Addresses for New Hires
In order for Donut to send your New Hires emails before they start, you'll need to add their personal email address. You can set this up when creating the New Hire in the dashboard.
Under "Who is the New Hire?" select "I know their work email"
Insert their work email address
Input their personal email if you wish to send pre-boarding emails before thier Slack account is created.
*If the new hire has a Slack account, emails will be sent to the associated email. If they don’t, pre-boarding emails will go to the personal email entered here. We recommend waiting to add new teammates to your Slack account until they have officially started.
The Basics of Creating an Email Message
Login at app.donut.ai
Select the template you'd like to add an email message to.
Create a new message
Decide who it's for, what time, and what day you want it to send
Under "What is it" select "Email" as the message type
Type your message and hit "save"
Subject Line & From Address
You'll need to create a subject for the email & select who the email should appear "from" — all to the email replies will go to the "from" email address.
Emojis & Mentions
You can still use emojis, and @mention roles such as @Manager. When you mention roles, it will automatically populate with the user's name.
Scheduling Emails to Other Roles
You can also schedule messages as an email to other roles. When you choose a role or a specific user under "Who's it for?" in the message creation page, Donut will email the user at the email address associated with their Slack account.
Previewing Your Message
The right side of the screen will display a preview of the email message so that you can get a sense of how it will look in email.
If you have any questions or feedback, click the purple Donut button on the bottom right of your screen to open up a chat with our support team!