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How do I customize the onboarding/welcome email my members receive?
How do I customize the onboarding/welcome email my members receive?

How to customize the content & language in the initial onboarding email that is sent to members.

DeShawn Brown avatar
Written by DeShawn Brown
Updated over a week ago

Note: This feature is part of the Branding white-label package. Branding is a $99/mo add-on that brands your emails and mobile apps. Please contact the Coworks team if you would like to enable branding.

How to edit the Onboarding Email

  1. Go to the Community tab in the admin dashboard.

  2. Select the "Onboarding" section on the left.

  3. Under "Onboarding Email Customization," configure the welcome email however you would like. You can send a test email to yourself at anytime using the "Send Test Email" option.
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Customization Tips

Customization Tags

If you would like to personalize your emails to dynamically reference specific member information (like 'Member Name' or 'Member Email') or your campus name, you can use the tags feature in the email.

Say, for example, you have a new member named "Angela Peterson" in your campus, "Coworks Raleigh." If you'd like the onboarding email to begin with the following:

Hey Angela,

Welcome to Coworks Raleigh...

This would be achieved by inserting the following tags:

Hey {{member_first_name}},

Welcome to {{campus_name}}...

Email Structure

Outside of the links to download the apps and the member credentials, you can change the email body text, "From" email address, greeting, and header of the onboarding email. A preview of the email is shown on the right side of the screen while editing.

Here is a preview of a customized email using the above settings:

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Happy Coworking!

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