Customize Welcome and Invite Emails

Benefits of Customization

When you invite a user to join Sigma, they receive an email with a sign up link. All users get a welcome email once they create their Sigma accounts.

With email customization, organization admins can now add their own content to:

1. Invite emails: When a user is invited to Sigma through Sigma’s invite modal, the default invite message will appear and the user sending the invite will have the opportunity to change the invite message from the default.
2. Welcome emails: Every user who joins Sigma will get the Welcome email with the default message.

Some information you could include in your default messages:

• How your organization is using Sigma
• What data is available in your cloud data warehouse
• Links to internal resources like a data dictionary or getting started guide
• Links to dashboards you think all users should know about
• Information on who to reach out to with questions about Sigma

Customize Default Invite Emails

1. Open your Admin Portal by selecting Administration in the user menu at the top right of your screen.
2. Go to People in the left hand panel.
3. Select the Invite Customization tab.
4. Next to Default Invite Email Message, click the Add button.
5. Enter in your message.
6. To preview what your message will look like to users, click Send Preview.
7. Click Save to save your message.

Customize Welcome Emails

1. In the Admin Portal, click on the Administration tab.
2. Go to People in the left hand panel.
3. Select the Invite Customization tab.
4. Next to Default Welcome Email Message, click the Add button.
5. Enter in your message.
6. To preview what your message will look like to users, click Send Preview.
7. Click Save to save your message.

Custom SMTP Server

Custom SMTP Server allows you to send Sigma emails from your own SMTP server. Sigma generated emails will be sent from an email address from within your domain. You can customize the branding of Sigma generated emails, including the sender & reply-to address and sender name. The branding options provide the capacity for you to create a consistent user experience that enhances your organization's image.

📘

Sigma can't monitor email deliverability if you set your own SMTP server.

Custom SMTP also offers the benefits below. 

• Email Deliverability: The ability to configure your email server settings, which are optimized for your org's email infrastructure, can improve email deliverability.
• Security Improvement: You control the security of all email data and communications. 
• Security Improvement: Consistent branding combined with a trusted sender increases security as end users can more easily identify phishing vs. authentic emails.
• Flexibility: Increases your flexibility & control over your email infrastructure. You can easily modify your email settings and troubleshoot issues as needed.

Configure a Custom SMTP Server

Follow the steps below to set your own SMTP server. 

📘

You will need to add Sigma's egress up IP addresses to your SMTP server and/or firewall allowlist. To view those IP addresses, follow the instructions at: Adding Sigma IPs to the allowlist

1. In the Admin Portal, click on the Administration tab.

2. Click on the Branding tab.

3. Scroll down to Set your own SMTP server and click Edit.
   

4. In the Host field, enter the hostname or IP address of your SMTP server. [Required]

5. Enter the port in the Port field. This defaults to 587. [Required]

6. Enter your SMTP username in the Username field. [Required]

7. In the Password field, enter the password for your SMTP server. [Required]

8. The Sender Email is displayed as the Sender in the recipient's inbox. [Required]

9. The Sender Name is displayed in the From in the recipient's inbox. [Optional]

10. In the Reply-to Email address field, enter the target email for replies. [Optional]

    🚧

    1. If you enter a value in this field, it will change the Reply-to Email address in the Edit your email branding field.

11. Click Send email preview to test your custom SMTP server configuration.