Overview

This article walks through the different ways to customize the Membership welcome email that is sent when someone creates a Membership account.

How To Customize The Membership Welcome Email Using Membership Settings or Workflows

Instructions

Option 1: System-generated welcome email (template)

Step 1: Navigate to Memberships on the left Courses at the top right Settings from the dropdown menu, then turn Send Welcome Email on.

Step 2: Choose a template from the dropdown list.

<aside> 📝

Notes

• To send a custom welcome email, create your own template in the Email Builder and select it here.
• The Default Template is not editable or viewable unless you test it. </aside>

Step 3: Save your changes.

Option 2: Workflow-generated welcome email (custom email)

Step 1: Navigate to Automation Workflows.

Step 2: Create a new workflow (or edit an existing one).

Step 3: Select the New Signup workflow trigger.