Welcome Letter Generator

Form submission will generate a Welcome Letter with login information to be sent to the customer listed once training is verified. A copy will be routed to the Shop@UW Customer Service inbox.
Do not use this tool if your Primary Contact update did not include a password reset.

Processing CSR Name*
This information will not be in the Welcome Letter. It is to be used in an automated email sent to Krystal and Casey in the event that training still needs to be verified.
Select the Welcome Letter version you would like to create:*
The wording in the letter will vary depending on if there is one account or multiple.
- Single Account
- Multiple Accounts
What was the request for?
If the request type is not listed below, please manually create your confirmation letter to the customer/requester instead of submitting this form.
- Add a new MD account
- Re-activate an MD account
- Update a primary account contact
Were you able to verify that the Primary Contact completed the Shop@UW user training?*
If you were not able to validate training, you can still submit this form if you processed a request. Training will be verified at a later time.
- Yes
- No
Was the Primary Contact added to PAT?*
Selecting yes will ensure information about the PAT is included in the Welcome Letter.
- Yes
- No
Campus*
Some locations request that we include a particular individual on the Welcome Letter email. The form is programmed to do this should you select one of those campuses. (E.g., Brian Klinger will be included on all UW-OSH requests)
UW-Madison Division*
Some Madison divisions request that we notify them when a an account has been added or reactivated for the division. The form is programmed to do this should you select one of those campuses.
Application #
The form will include the Application # in the subject line of the Welcome Letter for you and the customer to reference. If your request was not an online request, erase this line completely since there is no Application #. Please follow suggested input format: Application #xxxx
Primary Contact Information
The form will use this information to fill in the letter template we already use and send the Welcome Letter.
Primary Contact Name*
First Last
Primary Contact Email*
Enter Email Confirm Email
MD Number*
MD Number(s)*
Use the plus sign on the right to add additional rows when listing more than one MD number.
PLEASE DO NOT SUBMIT

You cannot proceed with this Primary Account Contact Update until training has been verified. Please place this request in the hanging basket in Krystal's cube for training verification. It will be returned to you for processing once it has been verified that the primary contact has completed the Shop@UW user training.

Primary Contact Information

PLEASE DO NOT SUBMIT