How to Send Custom Welcome Emails for Membership Login Credentials

Memberships, Memberships and Communities No Comments

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.
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  • Disable this option to prevent it from being sent to new members.
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  • Remember to save your changes.
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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.
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Configure the Email Action:

  • Choose “Send Email” as the action.
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  • Fill in the “From” field with your email address or your organization’s email.
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  • 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.