How to access
Settings → Customization → Dashboard WelcomePrerequisites
- Administrator access required
Welcome Features
| Feature | Description |
|---|---|
| Welcome message | Personalized greeting text |
| Rich content | Formatted text and media |
| Dynamic fields | Insert member name, etc. |
| Conditional display | Show based on criteria |
Creating a Welcome Message
1
Navigate to Dashboard Welcome
Go to Settings → Customization → Dashboard Welcome.
2
Enable welcome message
Toggle the welcome message on.
3
Write content
Create your welcome message with rich formatting.
4
Add personalization
Insert dynamic fields like member name.
5
Save and preview
Save and test how it appears.
Message Settings
Show/hide the welcome message.
Heading for the welcome section.
Main welcome message body.
Display only on first login.
Personalization Tags
Insert dynamic content:| Tag | Output |
|---|---|
{{firstName}} | Member’s first name |
{{lastName}} | Member’s last name |
{{localCenter}} | Their local center |
{{memberSince}} | Join date |
{{userType}} | Membership type |
Example
Rich Content Options
Formatting
- Headings
- Bold and italic text
- Bullet lists
- Links
Media
- Images
- Embedded videos
- Buttons with links
Conditional Display
Show different messages based on:| Condition | Use Case |
|---|---|
| New member | Onboarding guidance |
| User type | Type-specific info |
| Local center | Location-based messages |
| First login | Initial welcome only |
Use Cases
New member onboarding
New member onboarding
Guide new members through their first steps.
Announcements
Announcements
Highlight important news or upcoming events.
Seasonal messages
Seasonal messages
Update for holidays or special periods.
Call to action
Call to action
Encourage specific actions like completing profiles.
Best Practices
Keep it brief
Keep it brief
Welcome messages should be concise and actionable.
Update regularly
Update regularly
Refresh content to keep it relevant.
Include next steps
Include next steps
Guide members on what to do next.
Use personalization
Use personalization
Personal touches increase engagement.
Related Features
- Dashboard Organizer - Dashboard layout
- Notifications - Member communications