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Built for the first thing a member reads after logging in. Replaces a launch email nobody reopens. The welcome message sits at the top of the dashboard. It is rich text with images and personalization placeholders. Every organization has one general message, and organizations that use user types can add more, each aimed at specific types. Welcome Messages by User Type page with the Create New Message button and the Hide welcome message toggle above three cards: the Default message tagged All other users, and two messages tagged Volunteer and Student Member, each with a Sticky switch, an edit button and, on the non-default ones, a delete button Settings → Customization → Dashboard Welcome
Requires ADMIN_TENANT. The page is headed Welcome Messages by User Type.

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Writing the message

1

Open the message card and click edit

An organization with a single message opens it in edit mode automatically.
2

Write the content

The editor supports headings, bold, italic, links, lists and pasted or uploaded images. Images are uploaded when you save, not when you paste them.
3

Add placeholders

Type them inline in curly braces. They resolve per member when the dashboard renders.
4

Add an image URL (optional)

Welcome message Image URL takes the address of an image shown alongside the message. It must be a publicly reachable URL.
5

Assign user types (optional)

On a non-default message, add user types from the dropdown. See targeting below.
6

Save

The message is live immediately.

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Placeholders

Write them exactly as shown, with no spaces inside the braces. The editor’s own hint lists only the two name placeholders, but {organizationName} works as well. Welcome message editor with the rich text area, the placeholder hint, the image URL field and the sticky switch

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Targeting by user type

The Create New Message button appears only when your organization uses user types. Without them there is a single message for everyone and nothing to target.
  • The Default message is tagged as such and labelled All other users. It is the fallback for anyone whose user type has no message of its own. It cannot be deleted.
  • Any other message carries a list of user type tags. Assignment is exclusive: adding a user type to one message removes it from whichever message held it before, so a member is never matched by two.
  • A non-default message with no user types assigned shows No user types assigned and reaches nobody.

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Which message a member sees

Both switches sit at the top of the page. Show general and user type messages only appears once at least one user-type message exists.

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Sticky and dismissible

Each saved message has a Sticky toggle, and the help text says it plainly: if activated, the message is always visible and cannot be closed by users. A non-sticky message has a close button. Once a member closes it, it stays hidden for them across sessions, on every message that is not sticky. That preference is per member and is not reset when you edit the text.
Editing a non-sticky message does not bring it back for members who already dismissed it. For an announcement that must be read, make it sticky, or use a notification or the newsletter.

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What to put in it

A dated message is worse than none. Either keep it current or write something that does not expire.

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Troubleshooting

Check Hide welcome message is off, that a message exists, and that its content is not empty (the card shows No content yet when it is). If you use user types, check the reader’s type is either assigned to a message or covered by the default.
Almost always a dismissal. Non-sticky messages stay closed once a member closes them. Turn on Sticky to make it unclosable.
Use single braces with no spaces: {firstName}, not { firstName }. Names are case-sensitive. Only {firstName}, {lastName} and {organizationName} are substituted; anything else is left as typed.
That is intentional. A user type belongs to exactly one message, so adding it here removes it there.
The image URL must be publicly reachable over HTTPS. Test it in a private browser window. Images pasted into the editor itself are uploaded when you save the message, so save before checking those.
Not supported: targeting is by user type only. Either use {organizationName} and keep the message generic, or send local announcements through notifications or a newsletter segmented by local center.
You cannot. Blank its content, or turn on Hide welcome message to suppress all messages at once.