Printed Messages Welcome Documentation¶
Menu Location: Operations > Packing > Printed Messages Welcome
Access Level: Manager and above
Last Updated: 2026-03-01
Overview¶
The Printed Messages Welcome page manages welcome letters and onboarding materials printed for new customers' first deliveries. These special messages introduce your company, explain how the service works, and set expectations for a positive first customer experience.
Primary Functions:
- Create welcome letter content for new subscribers
- Provide service instructions and tips
- Set expectations for first-time customers
- Include contact information and resources
- Customize welcome by subscription type
- Schedule welcome message updates
Common Use Cases¶
Use Case 1: Standard New Customer Welcome¶
Goal: Create comprehensive welcome letter for all new subscribers
Steps:
- Create welcome message template
- Include sections:
- Welcome & Thank You
- How It Works (delivery schedule, what to expect)
- Product Information (how to store, shelf life)
- Customization Options (skip weeks, add items, substitutions)
- Contact Information (phone, email, hours, website)
- FAQs (most common new customer questions)
- Format for readability (headers, bullet points)
- Save as default welcome message
- Review and update quarterly
Example Welcome Letter Excerpt: "Welcome to [Company Name]!
We're thrilled to have you as a new subscriber. Here's what to expect:
Your Delivery:
- Day: Every [Day of Week]
- Time: Between [time range]
- Location: As specified in your preferences
First Delivery Tips:
- Cooler will be left at your door
- Refrigerate promptly
- Save your bin for return on next delivery
Questions? Call us at 555-1234 or email [email protected]
Welcome to the family!"
Use Case 2: Trial Subscription Welcome¶
Goal: Special welcome for trial customers with conversion focus
Steps:
- Create separate welcome for "Trial Box" type
- Emphasize:
- Thanks for trying us
- What makes service special
- How to upgrade to full subscription
- Special trial-to-subscriber offer
- Include testimonials from long-term customers
- Add QR code to subscription sign-up page
- Track trial conversion rate
Use Case 3: Gift Subscription Welcome¶
Goal: Welcome gift recipients and explain gifted subscription
Steps:
- Create gift recipient welcome message
- Include:
- Someone who cares about you sent you this gift!
- Gift giver's name (if not anonymous)
- Duration of gift subscription
- How to manage preferences
- Option to continue after gift period ends
- Warm, celebratory tone
- Contact info for questions
Use Case 4: Seasonal Welcome Update¶
Goal: Update welcome message for peak season onboarding
Steps:
- Review current welcome message
- Add seasonal information:
- "You're joining during peak harvest season!"
- What seasonal items to expect
- Seasonal tips (summer produce, winter storage, etc.)
- Set active dates for season
- Revert to standard welcome after season
Use Case 5: Multilingual Welcome¶
Goal: Provide welcome in customer's preferred language
Steps:
- Identify common languages in customer base
- Create welcome message versions in each language
- Set rules to print correct language based on customer preference
- Have native speakers review for accuracy
- Update all language versions when content changes
Related Pages¶
- Printed Messages - General packing slip messages
- Email Templates - Coordinate welcome email with welcome letter
- Customer Onboarding - Overall new customer experience
- Subscription Setup - Configure subscription types
Best Practices¶
Content¶
- Keep welcome to one page (front/back maximum)
- Use friendly, welcoming tone
- Prioritize most important information
- Include clear contact information
- Make it visually appealing (not wall of text)
Design¶
- Use readable font size (11-12pt minimum)
- Include company logo
- Use headers and formatting for scanability
- Consider professional printing for quality first impression
- Test printout before finalizing
Information to Include¶
- Welcome & Thanks - Acknowledge their choice
- What to Expect - Delivery details, first box
- How It Works - Service basics
- Getting Started - Immediate next steps
- Contact Info - How to reach you
- Tips & Tricks - Storage, usage, best practices
- Customization - How to personalize service
- FAQs - Address common questions proactively
Things to Avoid¶
- Too much information (overwhelming)
- Industry jargon (confusing for newcomers)
- Missing critical information (when, where, how to contact)
- Outdated information (review regularly)
- No personality (make it warm and human)
Quick Reference Card¶
| Task | Action |
|---|---|
| Create welcome message | Write content, format for clarity, save |
| Update seasonal info | Edit message, set date range, save |
| Add trial-specific welcome | Create new message for trial box type |
| Print test welcome | Preview and print to verify layout |
| Multilingual welcome | Create separate message per language |
| Quarterly review | Read as new customer, update as needed |
FAQs¶
How long should the welcome letter be?¶
One page is ideal, two pages maximum. Focus on essential information. Direct to website for details.
Should welcome letter match welcome email?¶
Coordinate content but tailor to medium. Email can have links, letter should be standalone.
When is welcome letter included?¶
First delivery only (typically). System should automatically flag first-time delivery for welcome inclusion.
Can I include coupons or promotions?¶
Yes! Welcome packet is perfect for:
- Referral program info
- First add-on purchase discount
- Social media follow incentive
- Review/testimonial request
What if customer ordered gift subscription for someone else?¶
System should distinguish purchaser vs recipient. Welcome letter goes to recipient explaining gift.
How often should I update welcome letter?¶
Review quarterly. Update immediately if:
- Contact info changes
- Service model changes
- Receiving repeated customer questions (add to FAQ)
- Seasonal updates
Change Log¶
2026-03-01¶
- Initial documentation created
End of Documentation
For additional help, contact your system administrator or Kiva Logic support.