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Greeting your clients in their design proof with a welcome message
Greeting your clients in their design proof with a welcome message

How to set up a welcome message to greet your clients when they first view a design proof

Justin Morabito avatar
Written by Justin Morabito
Updated over a week ago

Note: This feature is only available on the Pro and Studio plans.

It is important to set expectations with your clients in as many ways as you can - it is a principle that is deeply engrained in Sprout Studio in a variety of ways.

When your client first views their design proof, you can optionally include a Welcome Message to greet them. For example, you may want to remind them what they have included in their collection, give them instructions on how to submit changes on their spreads, tell them about the expiry date of the design proof, and so on.

By default, there is no message in a design proof, so nothing will be displayed. To add a message to a design proof:

  1. Click the "Settings" button on the right-hand side of the design proof.

  2. Click the "+ Attach" button in the Message Template section in your Gallery Settings. To create new message templates, go to Settings > Galleries & Designs > Design Proofs Messages to create, edit and manage your message templates.

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