How To Customize The Product Welcome Email Using Product Settings or Workflows
There are a few options to send credentials when someone creates their Membership account. You may want to customize this email for your members, so follow these steps to review your options:
Option 1: System-Generated Email Using a Template
Step 1: Navigate to Your Products > Client Portal > Settings > Email Settings:
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Step 2: From here, you can check or uncheck the option to send the system default Welcome Email:
You can also click on Default Template to bring up a list of email templates to choose from or to edit the Default Template:
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On the pop-up page, either select a new template using the drop-down menu shown below or click on the Edit option to edit the system-generated, default template:
- To customize the default template directly, click the Edit (pencil) icon, then click Proceed on the next page to create your own editable version of the default.
- Once generated, you can tailor the email content to match your tone and message, insert relevant custom values (including credentials), and preview exactly how it will appear using the Eye icon.
Save your changes — your customized version will now be used for that specific notification type.
Note:
- Previously, the default template was locked and could not be edited. You can now create an editable copy of it instead of starting from scratch.
- This email will send automatically from the system with login credentials to the user when they complete the offer checkout.
Step 3: Save your changes.
Option 2: Create a Workflow to Send a Customized Email
Step 1: Navigate to Tools & Reporting > Automations > Workflows
Step 2: Create or edit an existing workflow
Step 3: Select the “Membership New Signup” Workflow trigger
Step 4: Select send email
Step 5: Enter in the content of your email. You’ll need a From Name, Email, Subject, and you can select a template or use your own content.
Step 6: Note that by using 'Membership New Signup' you now have access to new custom values. These are called Membership Contact and are at the bottom of the Custom Values list right above your unique custom values. Grab both email and password and place them appropriately in the body of your email.
Step 7: If you use Option 2, be sure to toggle off the system-generated email (Option 1). Otherwise both the system-generated template option, and the workflow-customized options will be sent.