Paytronix

This training video will guide you through the more advanced features of Email Tool including how to customize emails for each guest.​<br>​<br>​<a href="https://vimeo.com/1200505354?share=copy&amp;fl=sv&amp;fe=ci" rel="nofollow noopener noreferrer" target="_blank">Email Customization Training Video </a>

Learn how to edit and customize an email.

Email Customization Training Video

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Create your workspace and invite the people you work with.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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