Welcome email to customer by notifying the admin Answered

Post author
Dave Rajan

Hey guys, I want to send a welcome email to customer when they signup/make payment for the membership plan, what's the best way to do that. also I want to notify the admin as well.

Comments

15 comments

  • Comment author
    Julian Galluzzo

    Make scenario/Zap! Customer signs up, then branch it into an email to the customer, and an email/notification to the admin.

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  • Comment author
    Dave Rajan

    I tried that but somehow it's not sending the mail. if I chosen correctly, this is the option right?

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  • Comment author
    Julian Galluzzo

    When you test that trigger, is it working? If so, the problem is probably coming up around the mail action

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  • Comment author
    Jayess

    Hello Dave ๐Ÿ‘‹๐Ÿผ
    If you need more help please create a tech support ticket so we can look further into your Zapier and please film a loom.com video so we can see all your triggers and actions ย ๐Ÿ™

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  • Comment author
    Dave Rajan

    Sure, Thanks a ton! looks like zapiar came handy

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  • Comment author
    Dean Fankhauser

    Hey guys, I'd like to send an email when a user signs up in order to upsell them to Pro. From my understanding, this isn't possible to set up in Memberstack. I tried creating a Zap for it, however, with Zapier I can identify a Pro member and their respective Plan, but I can't identify a Member that doesn't have a plan.

    In an ideal world, I would be able to segment based on user type, their plan, and then send an automated email based on their segment to send them down a certain funnel.

    Any ideas on how to do with this with Memberstack and / or other tools?

    Or perhaps it's as simple as automatically converting our sign ups to the free membership plan. How can I do this?

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  • Comment author
    Chukwudi Onyekwere

    Hi Dean,

    Another alternative to Zapier is Make.com . You may have try it out to see if that works for you but the easiest way out would be the option in your last paragraph i.e having users sign up to a free membership first, and emails sent out to them to upgrade.

    The page after signup would also have an 'Upgrade to Pro' link or button just in case the user wants to upgrade right away.

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  • Comment author
    Dean Fankhauser

    Thanks Chukwudi-Onyekwere

    What's the easiest way to automatically convert our sign ups to free membership plan?


    Will this break our flow if they're signing up to be Pro?

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  • Comment author
    Jayess

    Hello Dean Fankhauser Dean ๐Ÿ‘‹

    Just wanted to add in my 2 cents.

    If it was me I would create a Zap and use the Delay function to check if the plan exists using the Filter function and then add your chosen Email provider to send them an email. Maybe have an Airtable/Google Sheets keeping track of what emails should be sent.

    And if the user has a paid plan, use Zapier to remove them from the free plan that way they donโ€™t get any emails about the pro.

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  • Comment author
    Duncan from Memberstack

    Hey Dean, another idea here is to create a signup form with the data-ms-plan:add attribute on it. That will guarantee that anyone who signs up with that form will be joining on the free plan

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  • Comment author
    Dean Fankhauser

    Perfect. Thanks so much guys. You're awesome.

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  • Comment author
    Phillip Jackson

    I'm setting up my first site with Memberstack 2.0 and it seems like, at least inย test mode, the welcome email is sent before payment is submitted via Stripe. It also looks like it then gives base-level 'logged in' access to that user.

    Any way I can alter this to be set up for when the Plan is added instead?

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  • Comment author
    Julian Galluzzo
    1. You can send the email through make or zapier on the plan added trigger
    2. You can make it so only the people on the plan have access - so they are logged in still, but the account is useless until they upgrade.
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  • Comment author
    Saad Minhas

    can anyone help,

    we want to send out an email or a slack message when a specific memberstack custom field is changed,
    I know zapier and make can accomplish this but their zaps/operations triggers every time when a member is updated instead of just this specific custom field which will be a pricey venture.

    Any solutions?

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  • Comment author
    A J

    Hey Saad Minhas, If the custom field in memberstack is changed via a specific use-case, you can try connecting that action to trigger the actions that you want to make either via zapier or integromat (make) or any other solutions that you prefer.

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