Sending Targeted Greeting Messages to Invitees

To send a targeted greeting message to invitees, create a board greeting, a pop-up message that greets new visitors when they first open your board. By default, the greeting is signed by the person sharing the board (the inviter). This can add a human touch to your board, helping to personalize your interactions with visitors from the very beginning of their journey.

The board greeting only appears once – the first time someone visits the board. If that same visitor reopens the board later, they will not receive the greeting.

To create a board greeting:

1. Select the board you wish to design.
2. Click the Designer tab > Contact / Alerts.
3. Enable the Greeting toggle.

4. To add a title, enable Greeting Title. If enabled, the greeting appears with a title including the invitee’s name and company. This option is only available for known invitees. Anonymous visitors do not see a title.
5. Enter the Greeting opening, i.e., Prepared for John Doe at XYZ Company.
6. Enter the Greeting Salutation, i.e., Hello John!  
7. Write your greeting in the text box. You can use the text that’s provided, or write your own.
8. To apply personalization rules, click on the personalization icon. To learn more, see Personalizing Content Items.
9. Click Save.