How to send invite emails to manually added members in Memberstack? Answered
Also is there a way to send an invite email to a newly manually added member by the admin.
Also is there a way to send an invite email to a newly manually added member by the admin.
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Hey John Doe, you can enable a Welcome Email in the Email Settings of the Memberstack dashboard and the members will receive that email whether they signup directly on the site or if you add them manually via the Memberstack dashboard one by one (this does not work for bulk import as of now).
There is not a way inside of Memberstack today. Welcome emails are not sent when you add or import members.
You could setup an automation with Make/Zapier to do this automatically.
Tyler Bell Josh Lopez This would be a very handy feature if it's doable. I suppose it could be a new email template called "Admin Invite/Welcome" or something.
And we could a checkbox to the add member modal. "Send Invite/welcome email." It would save people from manually needing to find/update/send a template anytime they manually add or approve a new member.
This sounds like a good feature! I like the idea of a new template for admin invite/welcome that could be a toggle on the add new member modal of the Members page. Duncan Hamra ill add this to the roadmap.
I believe Welcome emails are currently sent for members added via the "Add Member" feature in Memberstack in addition to the usual direct signups but just not while importing them 🤔
Sounds like I need to do some testing!
Confirmed! A J is correct. Welcome emails are sent when a member is added via the Memberstack dashboard 🎉
That's great! I just checked, And shouldn't there be a way to add a button to that WelcomeEmail that prompts them to setup their secret password and onboard them to their dashboard? Because once they receive it how are they suppose to know what to do next?
John Doe, yeah that's true. These emails also get sent to the users who directly signup via the site, so if your project only has users that the admin will manually add, I believe you can have a link in the welcome email content, so you could link them to the reset password page (which could be visually shown like they are setting the password for the first time). Or if you want more customization and control over the styling of it, you could make use of Make / Zapier to send them an email via Gmail / Mailgun as per your requirement.
Hi A J, this sounds like a good solution! I want to try to test it but I get the following error message when I try to add the ResetPasswordPage URL to the email's content: "AI spam test failed! Please update the contents of your email to save your template." What the meaning of this and whats the reason?
Usually this has to do with the way your content is on the body of the page, so make sure you have relevant information that doesn't seem spammy (I know this is for testing but try your level best to have enough genuine content in the template).
If you have done that already and still get that error, Josh Lopez might be able to help you out with this.
I tried adding a link, any link even youtube. Without the link it saves. With the link it doesn't. I also tried using the link tool in the small content editing tool bar (bewtween the bold/italic/bullets)
I can override this. What would you like the text in the email to say?
I can add it for you so i can override it. 🙂
You can also take your time and think about it and when you are ready, you can submit a support ticket and the support team can do it.
Im trying to think of the proper flow on this in terms of UserExperience... Shouldnt the link in the email normally take the user to a page where he would choose a password and confirm it twice?
Based on what A J said earlier, there would be a way to setup the the ResetPasswordPage to be visually shown like they are setting the password for the first time. I just looked at that page and it seems like that page requires the email to be entered first to trigger a "get code" workflow before the user sets a new password. So in terms of user experience it feet weird to go through so much back and forth, no? Unless there is another way you had in mind A J?
I guess the right workflow would be: User clicks link in welcome email -> Redirects to a secure "set your password" page prefilled with their email (optionally, they can confirm or edit their profile info (like name, job title, etc.) -> User sets password and once saved, they're automatically logged in and redirected to their user dashboard or welcome page
Josh Lopez thanks for your help, let me know what you think, and the best work around, thanks a lot
By visually I mean you don't have to let the users know that they are resetting a password (so that they don't get confused), currently the functional aspect of it remains the same like a reset password flow, this is to ensure that the user who is attempting to set a password is the account holder probably.
You could take an approach of having users login via passwordless method which could take away the initial friction and you can have them fill a password additionally on their onboarding stage, so that they have the option to login via password or via OTP if that suits your use-case.
If having a password from the start is crucial, you could take another approach where you set a temporary password for user while creating them and send them the mail with that particular password and nudge them to reset their password to a stronger one when they login. (Not sure if this helps your use-case though)
So passwordless method initially seems to be better from a user experience aspect. Hope this helps.
I would need to send about 200 invitations as a first batch... so manually sending each and everyone a temporary password would be too long.
is OTP a synonym of passwordless method?
any other ideas for possible workflow around the Email Verification template?
Yeah with passwordless method, users will just get a 6-digit login code (I refer it as OTP out of habit but yeah the code expires after 10 minutes) in their email, they just have to type in and they can access the site.
Do you see a way to use the Email verification template instead of the Welcome template to do this? That way it's 2 birds 1 stone?
why is the email verification button redirects to a 404?
I am guessing now you are not referring to the login method but just email templates in general which get triggered on signup. If yes, then yeah you could make use of email verification by default and just don't enable welcome email if that fits your use-case. That way, users will get only the verification email and they can continue once verified.
so the users will get a verification email click on the button to land on the reset password page (designed as a email confirmation page) thanks to the OnSignup redirect?
oh you are trying to use this flow for that purpose.
Yeah this could technically work. But make sure you update the verify email template such that its clear for users what next steps they have to take etc.
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