Step 4: Configure End-User Notifications

Onboarding tutorial · Step 4 of 5

Send users a secure onboarding link and, when using OTP verification, deliver confirmation codes through email or SMS.

Notification plan

Notification	When it is sent	Required for
Welcome email	An onboarding record is created.	Every onboarding flow that uses email to deliver the secure link.
OTP email	A user chooses email for an OTP code.	OTP profiles with email delivery.
OTP SMS	A user chooses SMS for an OTP code.	OTP profiles with SMS delivery.

The welcome email gives the user a personalized URL containing their secure ID. Opening this link bypasses the registration prompt.

Go to Events > Templates and add a template.
Set Notification Event to mapping: Onboarding_Employee_Create.
In To, add {var.event.argument.MailAddress1}, or the event value that corresponds to your mapped personal-email field.

Add an appropriate subject and message. Include this secure onboarding URL in the message body:

{var.system.ExternalHostUrl}/onboarding/{var.event.argument.Profile}/{var.event.argument.SecureID}

Save the template.
Go to Events > Actions and add an action.
Set Event Type to mapping, then select the mapping that creates your onboarding records under Event Name.
Select the welcome-email template under Template, then save the action.

Complete this section only if your profile lets users receive an OTP by email.

In Events > Templates, add a template and set Notification Event to onboarding-code-mail: EmployeeOnboarding. Replace EmployeeOnboarding if your profile has a different name.
In To, add {var.event.data.voConfirmationCodeAddress}.
Add a subject and message body that includes the user’s OTP:
```
{var.event.data.voConfirmationCode}
```
Save the template. In Events > Actions, add an action with Event Type onboarding-code-email and your profile name as Event Name.
Select the OTP email template and save the action.

Complete this section only if your profile lets users receive an OTP by SMS.

SMS prerequisites

SMS delivery requires an SMS license key and working SMS settings. See Configure SMS.

In Events > Templates, add a template and set Notification Event to onboarding-code-sms: EmployeeOnboarding. Select SMS as the Notification Type.
In To, add {var.event.data.voConfirmationCodeAddress}.
Add a brief message that includes the OTP variable:
```
{var.event.data.voConfirmationCode}
```
Save the template. In Events > Actions, add an action with Event Type onboarding-code-sms and your profile name as Event Name.
Select the OTP SMS template and save the action.