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Personalize Member Messages After Joining
Personalize Member Messages After Joining

Learn how to customize the information a Member receives after joining your Organization

Mitch Colleran avatar
Written by Mitch Colleran
Updated over 3 weeks ago

Summary

In this article, you'll learn how to customize the messages and information your members receive after joining your organization.

When a new member joins, they receive two types of communication:

  1. Membership Confirmation Email – A customizable email sent upon membership creation.

  2. Members-Only Information – A confirmation page and portal access with membership-specific details.

Member Communications

Membership Confirmation Email

When a membership is created, Join It automatically sends a Membership Confirmation email to the member. This email can be customized to include personalized information from your organization and can be tailored by membership type.

Description of screenshot: Example of Membership Confirmation (Type A)

Members-only Information

After joining, members are directed to a Confirmation Page that displays details about their membership. Organizations can provide membership-type-specific content here.

Additionally, members can revisit this information anytime through their Member Portal, where they can view updates and other relevant details.

Description of screenshot: Displaying where Members see the Members-only info in the Members Portal.

Want to see these features in action? Try signing up as a member using our demo account here.

How to Customize These Messages

Updating Members-only info

To customize the Members-Only Info, follow these steps:

  1. Navigate to the 'Members' tab.

  2. From the dropdown, select 'Membership Types'

  3. Choose the Membership Type you wish to edit.

  4. Click 'Edit Members-only Info' to customize that information

Description of screenshot: Displaying where to edit the Members-only info

Updating the Membership Confirmation Email

To edit the Membership Confirmation Email, follow these steps:

  1. Go to the 'Communication' tab.

  2. Click on 'Automated emails'

  3. Under Confirmation Email Type A, select 'View and Edit Details'.

  4. Customize the email content to reflect your organization's messaging.

For a detailed step-by-step walkthrough, refer to this article.

Description of screenshot: Displaying where to edit the Membership Confirmation Email Type A

Related Resources

Learn more about our Automated Emails:

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