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Onboarding Email Auto-sent from Heartbeat whenever a member joins

Feature RequestsEmails

Request that HB send new members an email immediately after payment to tell them how and where to log into the community.

I've found members getting stuck in onboarding. Many just want to pay and then come back later to complete their profile and/or watch the onboarding video, but they do not know how or where to log in later.

An automatic email from HB would be appreciated, so that the community founder doesn't have to reach out 1:1 with an email to try to get their brand-new member into the community.

Posted by Laura Zug ·
Status: Complete4 comments

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Comments4

  • Nick Barba changed status to Complete
    Team•

    Feb 7, 2024

    Heartbeat now sends emails to pending members at various stages of their onboarding journey to help get them into the community.

    Check out the series of email follow-ups we automatically send here:

    https://help.heartbeat.chat/en/articles/8608765-pending-user-follow-up-emails

    • Barry Rodgers

      •

      Feb 14, 2024

      Nick Barba Does that include pending members of a free community?

    • Nick Barba

      Team•

      Feb 14, 2024

      Barry Rodgers Yes it does! But the only stage that is relevant is "awaiting first login". So we will only send emails to users at that stage.

  • Barry Rodgers

    •

    Nov 2, 2023

    Can't you set up a workflow that does this now?