Key Steps

 1. Open the membership email automation area 0:00

• Navigate to the platform’s Email Management.
• Select Email Overview.
• Locate the membership emails section.
• Identify the on-purchase automation, which sends an email when a member buys a membership for the first time.
• Review any existing automated emails already available in the system before making changes.

2. Choose the on-purchase trigger for new member welcome emails 0:20

• Select the on-purchase email automation.
• Confirm that this trigger is intended for the member’s first membership purchase.
• Use this automation to send a welcome email immediately after a membership is purchased.
• Note that a number of prebuilt emails will be available to copy.

3. Review the default template before editing 0:42

• Check the currently assigned template name, such as the default organization template.
• Understand that if you activate the default template without changes, the email will send using the default branding.
• Decide whether you need to keep the default version or create a club-branded copy.
• If club branding is required, proceed with copying the template.

4. Create a copy of the template for club branding 0:56

• Select Create a copy of the existing template.
• Enter a clear template name and description.
• Use internal naming that helps your team identify the template easily.
• Remember that the template name and description are not visible to the customer.

5. Assign the correct membership types 1:11

• Choose the membership types that should receive this email.
• Add each membership type using the Add button.
• Create separate versions if different member groups need different welcome emails.
• Example:
• Racing members receive one welcome email.
• Club or ride members receive another.

6. Select the email template and trigger settings 1:41

• Choose the email template you created for your club branding.
• Confirm the template falls under the correct category, such as membership.
• Verify the trigger type is set to action so the email sends when a membership is purchased.
• Ensure the automation is tied to the correct membership event.

7. Configure optional delivery and subject settings 2:02

• Add a club email address in the BCC field if you want a copy of the email sent internally.
• Review the email title and subject line.
• Use the default subject fields unless you have a specific reason to change them.
• Avoid changing predefined system fields unless you understand their function.

8. Customize the email body and attachments 2:20

• Edit the body content so the message reflects your club’s tone and wording.
• Add any relevant attachments if needed.
• Keep the message clear, welcoming, and aligned with your club branding.
• Make sure all content is accurate before saving.

9. Save the template and activate the automation 2:36

• Save the completed email template.
• Confirm the template is assigned to the intended membership types.
• Turn the automation on to activate it.
• Once enabled, new purchasers of those membership types will receive the welcome email automatically.

10. Reuse predefined templates as needed 2:57

• Review other predefined email templates available in the platform.
• Create copies when you need to customize wording or branding.
• Use the same process to build additional automated emails for other membership journeys.
• Maintain consistency across all automated communications.