Membership , Welcome Email

Introduction to Custom Welcome Emails

Welcome to our guide on how to send custom welcome emails to new members via workflows, including their login details! This guide is perfect for anyone using our CRM platform who wants to make a great first impression on their new members. You'll learn how to create a personalized email that includes everything a new member needs to get started, like their login credentials and a link to your membership portal. We'll take you through the process step by step, from turning off the default welcome email to setting up a custom email and automating it with triggers.

You might be wondering:- How do I stop the default welcome email from being sent out?- What should I include in the custom welcome email?- How do I set up a trigger to automatically send these emails to new members?- Can I make my welcome email look nice with custom HTML?- What if I don't have a custom domain for my membership portal?

Don't worry; we've got you covered with easy-to-follow steps and tips for troubleshooting just in case things don't go as planned. Plus, we'll answer some common questions you might have along the way.

By the end of this guide, you'll be all set to send out custom welcome emails that will make your new members feel right at home. Let's get started and make your member onboarding experience the best it can be!

Step-by-Step Guide

Disable the Default Welcome Email:

Navigate to the Memberships tab on the left sidebar, then select “Settings” then “Email Settings” where the default welcome email option is located.

Disable this option to prevent it from being sent to new members.

Remember to save your changes.

Prepare Your Membership Portal Link:

If you have a custom domain for your membership portal, ensure it's ready to be included in the email.
If not, copy the provided link from the platform, making sure to adjust it if necessary (e.g., adding a dot).

Create a Trigger for the Custom Email:

Go to the triggers section within the CRM.
Add a “New Signup” or “Offer Access Granted” trigger and name it appropriately, such as “Membership Sign Up Email.” Add filters to choose specific offers.

Configure the Email Action:

Choose "Send Email" as the action.

Fill in the "From" field with your email address or your organization's email.

Customize the email content, including the membership portal link, login email, and password. You can use custom HTML to enhance the email's appearance.
Save your changes and publish the workflow.

Troubleshooting Tips

If the custom email does not seem to be sending, double-check that the trigger is active and correctly configured.

Frequently Asked Questions

Can I use custom HTML in my welcome email?

Yes, you can customize your email with custom HTML to match your branding and make it visually appealing.

What if I don't have a custom domain for my membership portal?

You can use the provided link from the CRM platform, making sure to adjust it as necessary for it to work correctly.

Conclusion

Thanks for checking out our guide on sending custom welcome emails to new members! We walked through how to make a great first impression by personalizing that first email they get from you. This includes how to stop the standard email from going out, setting up a special link to your member area, and creating a trigger to send out your unique welcome message. We also covered how to make sure your email looks good and reaches the right person. Plus, we answered some common questions about customizing your email and making sure everything works smoothly. If you run into any trouble or have more questions, our support team is here to help. Sending these custom emails is a super important step in starting off on the right foot with your members, so we're glad you're making it a priority. Thanks again for reading, and good luck with your emails!