Set Up a Custom Welcome Email for New Membership Signups

1. Turn Off the Default Welcome Email

Start by navigating to the Memberships tab located on the left-hand side of your dashboard. Once there, follow these steps:

• Select "Settings" and then "Email Settings" from the available options.

• You'll see an option labeled "Send Welcome Email." Toggle this off to prevent the default welcome email from being sent to new members.

• Don’t forget to click "Save" to apply your changes.

2. Prepare Your Membership Portal Link

Before you create the custom email, make sure you have the correct link to your membership portal ready:

• If you're using a custom domain, verify that it’s working correctly.

• If you’re using the default link provided by your CRM platform, copy the link and make any necessary adjustments (like adding a "www" or correcting the format).

3. Set Up a Trigger for Your Custom Email

Now that you’ve disabled the default email and have your portal link ready, it’s time to set up the custom email:

• Go to the triggers section in your CRM.

• Create a new trigger based on "New Signup" or "Offer Access Granted." Give it a name like "Membership Sign Up Email" for easy reference.

• You can add filters to target specific membership offers if needed.

4. Configure the Custom Email Action

Once your trigger is set up, configure the action to send your custom email:

• Select "Send Email" as the action when setting up your trigger.

• Enter your email address or your organization's email in the "From" field.

• Customize the email content to include the membership portal link, as well as login details like the email and password. You can use custom HTML to enhance the design and make the email align with your brand.

• Save and publish your workflow to ensure the email is sent to new members automatically.

Troubleshooting and FAQs

Troubleshooting Tips:

• If your custom email isn’t sending, check that your trigger is active and configured correctly.

Frequently Asked Questions:

• Can I use custom HTML in my welcome email?
  Yes, adding custom HTML allows you to style your email to fit your brand, creating a more engaging and visually appealing message.

• What if I don't have a custom domain for my membership portal?
  You can still use the default link provided by your CRM. Just ensure the link is formatted correctly to work properly.

This setup will help you create a more personalized welcome experience for your new members, ensuring they receive the necessary information with a touch of your brand's style.