01
Visit Membership Settings
- Navigate to the membership settings page by going to Memberships → Courses → Settings.
// MISSION BRIEF
Goal
Grant a new or existing lead access to their membership course seamlessly.
Ideal Outcome
The lead receives an email with a link to the membership site, along with their login email and password. Upon logging in, they will see the membership offer(s) they signed up for.
Why It Matters
Granting timely access to content that a customer has signed up for, especially if they’ve paid for it, is crucial to maintaining your reputation as an online vendor. Automating this process also reduces human error and speeds up the handling of large numbers of new members.
When
Every time a customer signs up or purchases a new membership offer.
// Prerequisites
- A membership offer set up, including the corresponding products.
// STEP-BY-STEP
METHOD 01Membership Settings
02
Enable Welcome Email
- Enable the default Welcome Email system under Email Settings.
- Save your changes by clicking Save.
Optional
- By default, AIO HQ sends a predetermined email when using this method.
- You can choose a custom template by clicking on the dropdown menu, selecting your desired template, and clicking Save.
- Create your own email templates by going to Marketing → Emails → Templates.
\*You Can Edit the selected template by clicking on the preview.
METHOD 02Utilizing Workflows
01
Visit the Workflows Page
- Go to Automation → Workflows.
02
Create a New Workflow
- Create a new workflow by clicking on Create Workflow → Start from Scratch.
03
Add a Workflow Trigger
- This trigger automatically adds leads to this automation.
- To send membership emails via workflows, the workflow trigger MUST be New Signup.
04
Add a Workflow Action
- To add an email action, click on the + sign above END, and select Send Email.
05
Set Up Your Email
- Fill in the required fields, including From Name and From Email, these are the sending name and email that will appear in the recipient's inbox.
06
Draft Your Email
- You can select an existing custom email template or draft a new email.
- Using a template:
- Create your own email templates by going to Marketing → Emails → Templates.
- Drafting a new email:
- To populate the relevant membership information, include the
custom value. This automatically adds a link to a login page where members can set up their password. - This value can be found under Course → New Signup → Login Email (Magic Link).
Example Draft:
07
Save the Action
- Once you’ve set up your email action, click on Save Action.
08
Publish and Save Your Workflow
- After customizing your workflow, click on the Publish toggle and then Save to enable your workflow.
You’ve now successfully set up seamless access to your membership course for new or existing leads. This ensures that your customers receive the content they've signed up for without delay, enhancing their experience and reinforcing your credibility. By automating this process, you also free up time to focus on other areas of your business, knowing that your members are well taken care of.
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