Resending Product Credentials
In this article we’ll go over how to resend product credentials. This can be done a few different ways.
Step 1:
- Navigate to your contact record in question
- Find the email that went out with the membership credentials
- Retry if the email failed, or copy and paste the information to send to the user directly
Step 2: Resetting and Resending
- Navigate to your contact record in question
- Scroll down on the left-hand side of the contact
- Select “Change Password”
- Here, you can create a new password and either copy and send that manually or send an email notification of the change.
- You can also send the password reset link to the client so they can reset it on their end.
Automated Resending Membership Credentials
- Automated Resending: You can automate the process of resending membership credentials by using a Workflow with the "Send Membership Welcome Email" action or by setting up a trigger for "Offer Granted." This allows you to automatically resend the welcome email without needing to manually initiate the process.
Quick Resend via Offers Tab
- Resend via Offers Tab: To quickly resend membership credentials, navigate to the Offers tab within the contact record. Click the Resend button next to the specific offer. This provides an easy and efficient way to resend credentials.
Communities vs. Memberships
- Communities vs. Memberships: It's important to distinguish between Communities and Memberships. Resetting a password in the Community groups section is different from resending a Membership offer welcome email. Ensure that you are following the correct steps for each.
Client Portal Password Reset
- Client Portal Password Reset: If you are using the Client Portal, users can also use the "Forgot Password" link on your portal login page to trigger a reset email automatically. This offers a self-service option for users to reset their passwords.
Common Method to Resend Membership Credentials
Common Manual Resend Method: The most common way to manually resend membership credentials is via the "Offers" tab on the right side of the contact record, rather than just searching through the email history. This is the easiest and most direct way to resend credentials.
FAQs
Question: How can I manually resend membership credentials to a user?
Answer: You can manually resend membership credentials by navigating to the contact record in question, locating the email that originally sent the credentials, and either retrying the email if it failed or copying the information to send it directly to the user.
Question: What should I do if the original membership credentials email failed to send?
Answer: If the original email failed, you can retry sending it from the contact record. If that doesn’t work, you can copy the credentials from the email and manually send them to the user.
Question: How do I reset and resend a user’s password?
Answer: To reset and resend a user’s password, navigate to the contact record. Under Actions, you will see options to change your password and send a reset link. Select "Change Password" under the Community groups section. Here, you can create a new password and either manually copy and send it or send an email notification of the change.
Question: Will the user receive an email notification when I reset their password?
Answer: Yes, after resetting the password, you have the option to send an email notification to the user, informing them of the change.
Question: Can I generate a new password without sending an email notification?
Answer: Yes, you can generate a new password and choose to copy and send it manually without automatically sending an email notification. This gives you control over how the new credentials are communicated to the user.
Question: Can I resend the membership credentials using an automated process?
Answer: Yes, you can automate the process of resending membership credentials by using a Workflow with the "Send Membership Welcome Email" action or by setting up a trigger for "Offer Granted."
Question: Can I quickly resend membership credentials?
Answer: Yes, you can quickly resend credentials by navigating to the "Offers" tab within the contact record and clicking the Resend button next to the specific offer.
Question: What is the difference between Communities and Memberships when resending credentials?
Answer: Resetting a password in the Community groups section is different from resending a Membership offer welcome email. Ensure that you are following the correct steps for each.
Question: Can users reset their passwords through the Client Portal?
Answer: Yes, if you are using the Client Portal, users can use the "Forgot Password" link on your portal login page to trigger a reset email automatically.
Question: What is the most common method to manually resend membership credentials?
Answer: The most common way to manually resend credentials is by navigating to the "Offers" tab in the contact record and clicking the Resend button next to the specific offer. This method is more efficient than searching through the email history.
Question: Does the "Offer Granted" trigger work for existing members?
Answer: The "Offer Granted" trigger is typically used to automate the initial delivery of credentials, but it can be configured within a Workflow to handle the automated resending of welcome details whenever that specific trigger condition is met.