Welcome New Members Right With an Automated Onboarding Campaign

Onboarding sets the stage for long-term member engagement. With Membee’s Milestone Automation, you can send timely, personalized emails based on a member’s join date—welcoming them, highlighting benefits, and keeping them involved through the initial stages of their membership that will last for a lifetime.

Why is Onboarding Important?

Member engagement significantly impacts member renewal rates. This ensures you have long-term members.

When a new member joins, their engagement level is high. It’s a great time to leave a strong impression and keep them engaged as much as possible!

Build Your New Member Automation Emails

Use Membee’s
Milestone Automation

The milestone automations can use the Join Date of the new member to send automated emails.

Only new members will receive the emails, but you can configure the settings to:

  • Send an email to the member automatically
  • Send a list of these new members to a user or staff member
  • Do both!

Sample Onboarding Campaign

Customize your email messaging, but here’s an idea to get you started:

  • 1 Week After Joining: Thank you for joining and a list of member benefits
  • 1 Month After Joining: Promote an upcoming event and offer a promo code

  • 2 Months after Joining: Promote your directory and point them to the online member profile to update their listing

  • 3 Months after Joining: Share your secured members only area and promote what they can access as a member

  • 4 Months after Joining: Promote a list of affiliated vendors where they can use their member benefits for discounts

  • 5 Months after Joining: Promote any upcoming events and sponsorship opportunities. Offer another promo code too!

  • 6 Months after Joining: Offer any open committees that they can volunteer in

Filtering Options

Send unique communication to specific groups of members using:

  • Status
  • Categories

  • Custom List & Attributes
Example

Send an email 1 month after joining for my Platinum status members.

This email will offer a 50% discount to an event of their choice.

Unique Processes

With the filtering options, you may have a group of members that you send or mail specialized packages.

In these cases, you can:

  • Disable the email to the member

  • Setup the automation to email you a list

Example

You send a specialized welcome package to new Platinum status members a week after their join date.

Receive an email notification with a downloadable report that lists these new members for you.

Anniversaries

You can send anniversary emails to your members to congratulate them for another year!

This uses the Join Date to determine their membership anniversary.

Example

Send an email on their 5th anniversary only to congratulate them on a major milestone.

Customize the email with a special offer and benefit!

Start Using the
Milestone Automation

Got a question?

We’re here to help. Simply send us an inquiry or email us at support@membee.com