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:
Under Email Settings, click on the color picker next to Brand Color to select a color that represents your brand. This color will be used as the background for your email header.
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 the Donut dashboard
Go to All Journeys in the left sidebar menu and select the Journey you'd like to add an email message to.
Click Add Message
Select Send emails from the menu on the left and choose one of three options:
Send to personal email
NEW: You can now send offboarding emails to personal email addresses.
Send to work email
Send email to automation destination: if the recipient has a slack account it will go to their work email, if they don't it will go to their personal email.
Decide who it's for and what time and day you want the email to deliver.
In the "What is it" section, you have the option to change your email type selection if you change your mind:
Enter the subject line
Under "Send an email that says.." type your message
Choose who the email will come from:
Specific person: Use the drop-down menu to select a Slack user in your workspace. (This will be the same person for everyone enrolled in this Journey)
Role-based: A person associated with a New Hire or Participant, e.g. their Manager
10. CC roles or specific users:
a. Roles: Select a role or click "Create new role" to add a new one
b. Specific person: Click into the "Search Slack users" menu
11. You can also add attachments if needed.
12. Don't forget to hit Save!
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.
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!