Send New Members a Custom Welcome Email with Login Details

When someone joins your membership, the first email sets the tone. Vendi Today includes a customizable Membership Welcome Email template so you can add your own branding, instructions and the sign-in details new members need.

What it does

The template is sent when a member first receives access to your courses. You can edit the subject, message and design, and include login information, attachments and links to the first lesson.

Create your version

  1. Go to Marketing and open Emails.
  2. Click Templates.
  3. Click New, then choose Email Marketing Templates.
  4. Open System templates.
  5. Hover over Membership Welcome Email and click Select.
  6. Preview it, then click Continue.
  7. Edit the content in the builder and save. It will appear under Emails > Templates.

What to include

  • A warm welcome and what the membership gives them.
  • How to log in, plus where to reset a password.
  • The first step to take, such as starting a specific lesson.
  • Who to contact for help.
  • Your logo and brand colors so it looks like your business.
  • The product or offer name, so members know which program the email is about.

Pairing with automation

Add a workflow with the Offer Access Granted or Product Access Granted trigger to send an extra message or notify your team when a member joins. A second step can tag the member and start a drip of tips during their first week.

Deliverability tips

  • Use a recognizable sender name and avoid all-capital subject lines.
  • Keep images light and add clear text for people who block pictures.

Good to know: Send yourself a test using a test member account to confirm the login instructions are correct before launch.

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