Branding makes you easily recognisable, helps attract clients, and gives your brand a sense of prestige, lifting the overall experience for your members. That alone can justify a premium, particularly for learning products like memberships. Here's how to set up your own welcome email for memberships.
Prerequisites
Before implementing this switch, create a welcome email for your members. This should include:
- Your logo.
- The login link, which can be added by using the Custom Value "Login Url(Magic Link)" under membership contacts.
Switching the Default Welcome Email
Head to the Settings tab of your Courses inside the Memberships section.
Open the "Email Settings," where the default welcome email option is located.
Next to the Sign-up option, click the "Default Template" button.
Select your new template from the drop-down menu.
If needed, click "Edit" to make any last-minute changes. Then, once satisfied, click Save.
Personalising your welcome email lets you add a personal touch to every member's first interaction, making them feel they belong and are part of something exclusive. It supports the premium positioning of your learning offers and can help you grow revenue from them, so it's well worth getting right.
FAQs and Troubleshooting Tips
Q: My email is not sending. What can I do?
A: If the custom email does not seem to be sending, double-check that the trigger is active and correctly configured.
Q: Can I use custom HTML in my welcome email?
A: Yes, you can customise your email with custom HTML to match your branding and make it visually appealing.
Q: What if I don't have a custom domain for my membership portal?
A: You can use the provided link from the CRM platform, making sure to adjust it as necessary for it to work correctly.