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:
Membership Confirmation Email – A customizable email sent upon membership creation.
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:
Navigate to the 'Members' tab.
From the dropdown, select 'Membership Types'
Choose the Membership Type you wish to edit.
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:
Go to the 'Communication' tab.
Click on 'Automated emails'
Under Confirmation Email Type A, select 'View and Edit Details'.
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
