A best practice for any membership association is to send a personalized email to any new member who joins you association. Below are some tips and tricks for making this as effortless as possible in your system.
- Begin by setting up an HTML Template that you can use for your new member welcome email. You can copy/paste HTML into the template, or build it from scratch under Admin > Set Preferences > Application Settings, in the HTML Templates tab. Click here for more details on creating templates.
- In your HTML Template (or in the email itself that you build from it), add Special Fields to display the new member information. Special Fields include the name and contact information from their profile for them to verify, their dues information, custom field values, and links to different areas of the Member Portal.
You can also include the "Portal Login Credentials" special field to allow the to create a password for access to your Member Portal, and member pricing on event registrations. The [[PORTALLOGINLINK]] special field will populate the new member's email address as their username, and have a unique link for them to set their password for the first time. As soon as they set their password, they will automatically be able to log in as a member, even if you haven't manually given them any credentials yet in their profile.
- To send the actual email, go to Communication > Send Email. Enter a subject, and then select your template. Customize it as desired.
- On the Profiles tab, click