Requires Tenant Admin permissions.
Setting up the welcome message
Settings → Customization → Dashboard WelcomeEnable the welcome message
Toggle the welcome message on. You can also configure whether the message is sticky (stays at the top even after scrolling) or scrolls away with the rest of the dashboard.
Write your message
Use the rich text editor to create your content. You can format text with bold, italic, headings, and links. Add an image URL if you want a background or featured image for the welcome section.
Add personalization fields
Insert dynamic fields anywhere in your message so the greeting feels personal to each member. Type the field name in curly braces (e.g.,
{firstName}).Target by user type (optional)
Select which user types should see this message. You can create a general message for everyone, or show different messages to different user types — leaders see leadership resources while volunteers see volunteer-specific info.
Personalization fields
Insert dynamic content that resolves to each member’s data:| Field | Output | Example |
|---|---|---|
{firstName} | Member’s first name | ”Alex” |
{lastName} | Member’s last name | ”Smith” |
{organizationName} | Your organization’s name | ”Swiss Alpine Club” |
Example message
Display options
| Setting | What it does | Best for |
|---|---|---|
| Always show | Displays every time the member visits the dashboard | Ongoing announcements, evergreen greetings |
| Sticky | Keeps the message pinned at the top while scrolling | Important announcements that shouldn’t be missed |
| Show both general and user-type messages | Display the general message alongside user-type-specific messages | When you have both a universal greeting and role-specific content |
Targeting by user type
You can create multiple welcome messages, each targeted to specific user types:| Target | Use for |
|---|---|
| General (all members) | Universal greeting or platform-wide announcements |
| Specific user type (e.g., Leaders) | Leadership resources, admin instructions, management tools |
| Specific user type (e.g., Volunteers) | Volunteer-specific events, training materials, sign-up links |
| Specific user type (e.g., New Members) | Onboarding steps: “Complete your profile”, “Join a group” |
What to put in the welcome message
| Situation | Content |
|---|---|
| Launching Orgo for the first time | ”Welcome to our new platform! Here’s how to get started…” with key action steps |
| Onboarding new members | ”Complete your profile, join your local center, check upcoming events” |
| Seasonal announcement | ”Registration for Summer Camp is now open — register by March 15” |
| Fee reminder | ”Annual dues are due by January 31 — click here to pay” |
| Nothing specific | Keep it simple: Welcome back, {firstName}! with a link to upcoming events |
Real-world example
Scenario: A professional association launching Orgo for 2,000 members.General message (all members):
Troubleshooting
The welcome message isn't showing on the dashboard
The welcome message isn't showing on the dashboard
Check three things: (1) the welcome message is toggled on in Settings, (2) the Dashboard Organizer has a category that includes the welcome widget, and (3) if you’ve targeted specific user types, verify the member belongs to one of the selected types.
Dynamic fields show as raw text instead of actual values
Dynamic fields show as raw text instead of actual values
Make sure you’re using single curly braces with no extra spaces:
{firstName} not { firstName }. Also verify the field name is spelled exactly as listed — field names are case-sensitive. The three supported fields are: {firstName}, {lastName}, {organizationName}.The image isn't displaying in the welcome message
The image isn't displaying in the welcome message
The image URL must be publicly accessible over HTTPS. Test the URL by pasting it directly in your browser. If it loads there but not in the welcome message, the image hosting service may be blocking embedded requests — try uploading to a different host.
I want different messages for different local centers
I want different messages for different local centers
The welcome message targets by user type, not by local center. As a workaround, use
{organizationName} to include your organization name, and create separate user-type-targeted messages for different audiences within your organization.Related
- Dashboard Organizer — Position the welcome widget on the dashboard
- Notifications — For time-sensitive member communication
- Newsletter — For broadcast emails to all members