1. Day to day operations

Understanding what happens when a new customer signs up

Details the process flow and options available for new sign ups.


As soon as a new customer creates an account on your instance (your Allmoxy site), they will receive an automatic email from Allmoxy with their username.

We also recommend that you create an Welcome Email that will be fired via trigger as soon as a company signs up. We've created a template email trigger that you can fill in the blank to customize, or write up your own! 

It's also good to have an internal employee receive notification of a new company, so they can add tags that control pricing or reach out to the new customer to answer questions. You can do this via triggers as well!