New Member Welcome and Onboarding Sequence: 7 Emails You Can Swipe and Use With Memberium For Activecampaign

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We’re happy to introduce a new member welcome and onboarding email automation that consists of 7 pre-written emails that you can swipe to use for your own course or membership site with Memberium for ActiveCampaign.

This email sequence includes a welcome email new members will get after joining your program and six pre-written onboarding emails that you can use to make a strong first impression with new members. It’s a great way to help make sure more of your members get started on the right foot, get better results with your program and end up sticking around longer.

The great part about this is all these emails are inside a pre-built automation that you can copy directly into your ActiveCampaign app instantly.

Once it’s copied, all you need to do is fill in the blanks in a few key spots by just adding your course or program name, make a few minor tweaks and you can use this email automation for your own online course or membership site!

These templates can be used for any online course or membership site that’s in any niche or industry.

Why is onboarding for your course or membership site so important?

One of the most undervalued pieces of a membership site or online course is its onboarding for new members.

How many times have you bought an online course only never to end up completing a single lesson from it? Or maybe you finished a few lessons at the start, but never went in again after that?

It’s easy for people to get distracted with everything going on in our busy lives. Especially in 2019…

When it comes to successfully onboarding new customers to your course or membership program, one of the best things you can do is just follow up with them via email reminding them to get started and progress forward.

Did you know most online courses have an average completion rate that’s less than 10%?

Focusing on getting more people to complete your course, or getting more people to finish enough of your program to get some real value from it, will lead to more of them being interested in buying more of your future products.

For anyone running a membership site, you’ll want to make sure new members are engaged right from the start and help them quickly realize the value they’ll get from staying on as a paying member every month. This onboarding automation that you can swipe will help you do that.

Throughout the rest of this article, we’ll show you how to swipe this automation for your own ActiveCampaign app and walk you through the few minor tweaks to make to be able to use it…

What’s Included in the 7 Onboarding Email Templates?

Here’s a breakdown of the 7 emails that are included in the pre-built automation and what they help you do. All the emails together are spaced out apart over a month and a half. You can adjust the timers in the automation as you see fit.

Welcome Email (#1)

This email welcomes new customers who just purchased your online course or membership site with open arms. It delivers their login info so they can access the site immediately and know how to access it in the future.The secondary part of this email is to reassure a new customer they made the right choice in purchasing your course or program while motivating them to get started. The third part is to let them know you are there to help them if they need it and how they can get in touch with you.

Reminder to Get Started / Resume Progress (#2)

When someone joins your course or membership site, this is the best time to get them engaged and make sure they try to make a habit out of going through your content or program. Their interest should very high since they just joined. This email reminds them to get started or continue forward from where they last left off.

It also encourages them to make a daily or weekly habit of going through your course or program by blocking off some time on their calendar to go through it on a regular basis. After this, it lets them know where they can get help if they need it and encourages them to share any feedback that they have directly with you. Getting direct feedback from customers about what they think of your course or program is extremely valuable in growing your membership site and improving your sales messaging.

Cheering On Your Progress (#3)

This email cheers on students and encourages them to make progress with your course or program. All the email lead back to your “Course Dashboard” page where they can access all areas of the training included with your site.

This email also lets them know you’re there to help and support them if they need it.

Simple Reminder to Continue (#4)

This is a short and sweet email reminding them to continue forward with their training and resume where they last left off by going back to their “Course Dashboard” page.

How to Make The Most of Your Access + Reminder to Continue (#5)

This email reminds someone to resume their training and tells them about how they can make the most of their access to your course or membership program.

It also encourages them that “success is just within your reach” and should help push them closer to finishing the course or program…

Reminder to Continue Forward (#6)

This is another simple email reminder to continue forward with the course or program they’ve purchased. Did you know the average completion rate of an online course is less than 10%?!

It’s easy for people to get distracted with their own lives and forget about the course or program they had purchased. On top of that, learning something new takes a bit of self-discipline and motivation on its own!

This is why it’s essential to send out these simple email reminders that bring them back to your course and remind them why they had signed up in the first place.

Check in With How Your Progress Is Going (#7)

This email checks in with the customer to see how their progress has been going and reminds them to continue forward. It also encourages them to keep going and finish the full program.

What you end up sending to your customers after this is entirely up to you depending on what else you include in your course or program. Feel free to re-write or add to any of these emails as you see fit for your own list.

How Do You Download the 7 Onboarding Templates and Pre-Built ActiveCampaign Automation?

These 7 emails are in a pre-built ActiveCampaign automation that you can automatically import into your app. All you need to do is click the automation link we give you and it will get load into your app.

To download the automation, click the button below, enter your name and email and submit the form. Then you’ll instantly get the unique link that you’ll be able to use and instantly import the automation to your ActiveCampaign app.

Download the 7 Onboarding Templates and Pre-built ActiveCampaign Automation To Your App

Enter your name and email to instantly get the automation…​

Once you’ve successfully imported the automation into your app, you can follow along with these simple instructions that will explain step by step how to get this automation live for your own online course or membership site…

Step By Step Instructions on How to Implement the 7 Onboarding Email Templates & This Automation with ActiveCampaign

Once you’ve successfully imported the automation into your ActiveCampaign app, here we’ll walk you through everything you’ll need to update to get this implemented for your own course or membership site.

You can use this automation with a few minor tweaks. Here are all the steps to follow…

Step 1: Add Your Start Trigger

  1. Once you’ve imported the automation, in ActiveCampaign open up the automation that’s titled, “Memberium – New Member Welcome and Onboarding Sequence”.You’ll want to assign your Memberium membership level tag to trigger off the automation. You can also use the “Makes a purchase” goal to start the automation if you’d prefer to.In order to use your membership tag to start this automation, the ecommerce platform that you’re using will need to apply your membership level tag in ActiveCampaign immediately after someone purchases your course or membership.

    After you’ve done this in your ecommerce add-on, in your WordPress admin dashboard, you can find your membership level tag name under the: “Memberium -> Settings -> Memberships” screen and copy the membership level tag name (don’t copy the tag ID number listed in parenthesis).

    Click the start trigger at the top of the automation and paste your membership level tag name. Then click the ‘Save Start’ button.

    Once you do that, this is what your ‘Start Trigger’ should look like..

Step 2: Insert Your Password Generator Webhook

Insert your password generator webhook to generate a password for the new user. You can copy your password generator webhook from your WordPress admin area by going to: ‘Memberium > Settings > Web Hooks/ Links’ screen.

  1. Go to ‘Memberium -> Settings -> Web Hooks/Links’ screen and copy your ‘Password Generator Example’ link…
  2. Click the webhook element and paste your Memberium Password Generator link to that field, then click the ‘Save’ button…

Step 3: Change Placeholder Texts in Your Welcome Email

You’ll want to change the placeholder texts in the first welcome email. For example, you’ll replace the placeholder text ‘[Insert the Name of Your Membership Program or Course]’ with your own name. Here are the steps to follow…

  1. Click on the email…
  2. Click the ‘Edit’ button
  3. Replace the following placeholder texts in the pre-written email…
  4. Insert the correct ActiveCampaign placeholder for the Password field in the email…
    If you’ve used a different name for your password field besides ‘password’, you’ll want to insert the correct ActiveCampaign merge code. You can verify your password field name by going to: Memberium > Settings > Login screen.

    See below screenshot…

    You can watch this video tutorial to find out how to create your own password field.

    Here are the steps you can follow to insert the correct placeholder for your password field in the email…

    1. Select the Password placeholder and click the ‘Personalize’ button…
    2. Click the ‘Contacts’ tab and select the password field you use for storing the user’s password. Insert the correctly spelled merge field into your email template.
  5. Next, we’ll need to update the email address that appears for your email. Click the ‘Next’ button in the top right section of the screen…
  6. Click the dropdown link under the ‘Address’ field…
  7. Select your existing address, or add your own address if you need to, then click the ‘Add’ button. Update and add your own address…
  8. Update the “From” info for the email with your own name and email address.
  9. Now we’ll want to update the email subject line. Click the ‘Edit’ button next to the subject line and replace the placeholder text with the name of your course or program…
  10. Replace the placeholder text in the subject line with your membership program name. Use your name and email in the ‘From’ section.Click the ‘Close’ button to save your changes.
  11. Then click the ‘Finish’ button…

Step 4: Apply a “User Created” Tag

You’ll want to apply a tag immediately after the welcome email is sent. This tag will remain on the contact record forever.

The purpose of this tag is so you can segment people going through the automation again OR people who purchase additional products from you that are delivered through the same site. You don’t want them to receive the same welcome email because the password field will be blank.

Memberium for ActiveCampaign automatically clears out the password field in ActiveCampaign for security after the member logs into the site for the first time.

Create a tag called “User Created” and apply it after any welcome emails. Then you can segment the automation to send a different email to users who are already previous members of your program.


Step 5: Add Your Autologin Link In Follow-up Emails AND Fill In Placeholder Text

After this step, you can move on to the second email and repeat this same process over for the rest of the emails that are included after the welcome email.

You’ll want to be sure to replace the placeholder texts throughout them.

Another step for each of them is you’ll need to add your own autologin link to the email leading members to your course dashboard page or whatever page you want to send them back to. This allows them to automatically login without having to manually enter their login info each time they come back. Here’s how to do this…

  1. Click on the email element
  2. Click the ‘Edit’ button
  3. Replace the placeholder texts highlighted in the below screenshot.
  4. Click on the link in the email and click the ‘Hyperlink’ icon to add your autologin link…You can find your autologin link in your WordPress admin area by going to ‘Memberium > Settings > Web Hooks/Links’. Update the URL at the end to lead to your course dashboard page. Then copy and paste your autologin link to the email. You can use the same autologin link throughout the rest of the emails.

Step 6: Repeat The Same Process For The Rest Of The Emails

After doing this for the second email, you’ll repeat this same process to edit the rest of the follow-up emails that are included in the automation.

Also, be sure to change the ‘From’ info for each email with your own name and email address.

After that, you can test the emails by sending them to a test user. Once you’re confident everything is set up and tested, you should then be ready to use this automation for onboarding your new members to your membership site or course!

Related Posts:

9 ways to add more value to your membership site

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