Since MemberVault does not send any emails to your users on your behalf, we highly recommend setting up a welcome email using your email service provider.
In this article, we will cover how to achieve this if you are a MailChimp user.
There are 3 main steps involved:
Setting up a tag in MailChimp
Adding an Action to your MV
Creating an automated email in MailChimp.
Each step has a series of details, which we will walk through below.
Step 1: Create a tag for your product in MailChimp.
From your main MailChimp dashboard, toggle "Audience" to populate a dropdown menu and select "Tags."
Select Create Tag.
Name your tag. We recommend making this very clear by including the name of your product. While you are on this screen, copy your tag name. We'll be needing it shortly. Then click Create.
Step 2: Add an Action to your MV Product
This is how MemberVault will know which email list to add your new users to once they sign up.
Select the Product you wish to edit and scroll down until you see Actions. If you do not see the gray box automatically populated, simply select "Add Action."
In this case, you can leave the default settings in place:
"When this happens..." should be "Added to Product"
"How" should be "(any)"
"Do this" should be "Add a Tag"
"Name of Tag" -- paste in your tag from MailChimp that we copied from Step 1.
Step 3: Create an automated email in MailChimp
Please note: We will be demonstrating this with the Customer Journey feature, which is a paid account feature for MailChimp. Classic Automations are now a retired MailChimp feature and are only available to MailChimp accounts who have previously created a classic automation. To read more about using classic automations in MailChimp, please click here. You can also check out this excerpt of an older tutorial from our resident MailChimp pro, Vicky Glass which includes a walkthrough of how to set up a Welcome Email using the classic automation feature.
In your MailChimp dashboard, select Create, then select Automations.
Click "Get Started," then click "Create Journey."
Create a name for your customer journey. This is internal, so your subscribers will not see this. To make this easy to remember, you could use: [Insert Your Product Name] Welcome Series.
Select "Tag Added" for your starting point. When it prompts you to select a tag, make sure you select the one we created in Step 1.
Select "Add a Journey point," then under Actions select "Send email."
Add a Subject Line (or remember to come back and add it in later), then select a template to design your email.
Once you have selected your template, you can customize and design your welcome email! If you need some inspiration to get started, we created a Welcome Email Swipe File for you, which you can access below this article.
To publish your journey on a paid plan, simply select Activate Journey in the top right corner of your screen. If you are on a free plan, you will need to upgrade to a paid plan to activate your Customer Journey automation.
That's it! Your welcome email is good to go.
We recommend signing up for your product as a test user to ensure your automations are working as intended.
👉 Click here to access the welcome email: [Mailchimp] Welcome Email Swipe File
Questions? Reach out to us at hello@membervault.co, via chat support within your Admin account (available to paid users), or connect with other users within our FB Group, The MV Collaborative.