Workflow Guide: Sending Membership Credentials
Workflow Membership Credentials/Welcome Email
Please Note: This guide assumes that your contacts are granted access to the membership offer through another method or workflow.
Select “Membership New Signup”
- On the right side of the screen, there is an “Add Filter” option - For different types of offers.
Select the green “Save Trigger” button when done
- Next, select the “Send Email” action this will allow you to set up an email with membership credentials- Use Custom Values in the Message so that the information will be automatically filled based on the contact that enters the workflow.
- Blue highlighted values are shown below
- This will only work ONCE PER USER- Unless the contact is deleted and re-added manually.
- Select the green “Save Action” button when done.
- Publish the workflow and save!
Example of Granting an offer:
Please Note: In this example workflow, we will be “Granting an offer to a membership” as if the client made a purchase
- In this example, it's an order form as if they had made a purchase (On a funnel or website, on a particular page, a product, and the submission type.)
- Next grant the offer – This will trigger the workflow guide that was created (Above)
- Select the “+” button below the Membership Grant Offer trigger- This will pull up multiple actions where you can add specific actions related to the purchase.
- Select the “Send Email button”
For example: Making an email that confirms their purchase (you can add a custom message
- Make sure you click the “Save Action” button
- You can also “Add Contact Tag” (For Example) that they purchased, or any custom note that you want to be tagged on this customer
- If you want someone to know internally that the customer made a purchase you can do so by Selecting “Send Internal Notification”
- Click the “Custom Values” Tab when using an internal email notification and under “Contact” go over to the “Email” option and use this value to identify the contact
- Once completed select the “Save Action” button
This will now notify an internal user of your choice.