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Emails for onboarding, NextView

Get email templates that you can send to your employees to announce your partnership with NextView

Written by Anna Allen

Purpose

This article provides email templates that you can send to your employees to announce your partnership with NextView.

Audience

This article is directed toward NextView administrators (admins).

Announcing NextView as new partner

Basic introductory email

Hello,

We are thrilled to announce that we have begun the process to move to a new expense system. NextView will make it easier to track and submit your expenses, saving you much-needed time and energy.

We plan to completely move from [old system or process] to NextView by [date]. Look for additional updates as we get closer to the transition date.

Stay tuned!

Longer introductory email

Hello,

We are excited to announce that we will be using NextView for expense processing. Starting [date], NextView will be our sole business expense system.

You should have received an activation email from NextView with the subject line "You've Been Invited to Join...". If the email is not in your inbox, check your spam folder; if you didn’t receive the email, contact your company admin [admin at company's info]. Use the activation email to create your user profile and password.

Once you are logged in, update your profile by selecting My Account in the top-right corner. In My Account you can also add the bank account where you'd like to receive any reimbursements.

Here are a few resources to show you how to use NextView:

Additional support:

  • Client services: Available to all users regarding app- and card-related questions.

    • In-app chat

      • Available 24/7/365

      • Select the Help & Support icon [that is, the question mark icon] and then Chat With Us > Send us a message. This brings up a chat window. Select the needed option.

    • Cardholder customer service

      • Available 24/7/365

      • Call (800) 344-5696

  • Travel agent support: Available 24/7/365 to all users regarding travel-related questions. All travel booking questions must go through a NextView travel agent.

    • In-app chat

      • Select the Help & Support icon [that is, the question mark icon] and then Chat With Us > Send us a message. This brings up a chat window. Select Travel (Book/Change/Cancel Travel).

    • Call (866) 682-8785

Lastly, don't forget to download the mobile app for receipt capturing and an easy way to book your travel.

Change is exciting, but we know it can bring uncertainty as well. If you run into any issues or have feedback regarding your experience with the app, reach out to [company admin's email].

Sincerely,

[Name of Company Sponsor]


Pilot program

This email should generate excitement and empower pilot users to help provide feedback while also allowing them to become power users for their peers.

Hello,

We are excited to announce that we will be using NextView as our business expense tool.

You have been selected to participate as a pilot user before we officially launch to the rest of the company. We have selected you to participate in this program because we believe you will be able to provide us with critical feedback to ensure a great user experience for the rest of your peers. The pilot will run from [date] to [date].

You should have received an activation email from NextView with the subject line "You've Been Invited to Join...". If the email is not in your inbox, check your spam folder; if you didn’t receive the email, contact your company admin [admin at company’s info]. Use the activation email to create your user profile and password.

Your job as a pilot user:

  1. Log in to your NextView account as soon as possible through the NextView desktop app.

  2. Download the mobile app to learn both experiences.

  3. Use the apps to familiarize yourself with creating and submitting expenses.

  4. Test out forwarding email receipts from your business and personal email address.

  5. Provide timely feedback to [company admin's email].

  6. Share any gaps that you notice in the product, or anything that could use improvement.

  7. Submit any feedback to [company admin's email] by [date].

As a pilot user, you can amplify your voice and act as a voice for your peers. You have the ability to help make this a successful launch.

We appreciate you and look forward to your input. Thank you!

[Name of Company Sponsor]


Need help?

For assistance, use the online chat feature. On the web, select the question mark at the top-right corner of the page and then Chat with Us. On the mobile app, open the menu and then select Chat with Us.


Publish date: July 23, 2026

Last update: NA

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