IMPORTANT: Due to changes in our MailerLite API integration, the tag will only appear in your MailerLite groups once the Automation runs for the first time (i.e - through your own test or when someone signs up for your product).
To send an email to your member once they complete a product follows a very similar process to creating the welcome email.
The main difference is the MemberVault Action and the Tag name (same as the group name in Mailerlite).
Step 1: In MemberVault, add an action add members to a group when they complete the product
i. In MemberVault, click Products on the left-hand menu
ii. Find your course and click the Edit link:
iii. Scroll down to find the product’s ACTIONS section
iv. Complete the sections as follows:
For “When this happens”, select “Completes Product”.
For “Do this…” select “Add a Tag”
For “Name of Tag”, type the name of a group you want them to be added to in Mailerlite when they complete the product. Click anywhere on the screen to save changes click a Save button in any of the other sections.
Step 2: Create the email that will be automatically sent when the product is completed
Click Automation in the top menu (or left side menu depending on your version of MailerLite)
Click Create workflow or New Automation (button on the top right)
Enter a Workflow/Automation name - something descriptive like [Course Name - Welcome Email]
Select a Workflow trigger of 'When subscriber joins a group' then select the group they will be added when they complete the product
v. Click the Save button at the bottom of the screen
vi. On the left-hand side, a plus icon has now appeared. Click the icon and select Email
vii. On the right-hand side of the screen, enter a subject line then click the Design email button
viii. You now get to choose a layout/design for your email. If you don't have a template or a previous email to use, click Choose under Drag & drop editor
ix. It’s time to add content to your email. If you need inspiration on what to say then swipe the email copy at the end of this lesson.
x. Once your email is done click Done editing on the top right
Tip: Use the Preview and test option at the top to see how your email will look on desktop and mobile.
xi. Click the toggle at the top right to turn on the automation
💡 Need help writing the product complete email? Access the email swipe file here
**This article is written by our resident MailerLite pro, Vicky Glass. Learn more about her below:
Hey! My name is Vicky, I'm a certified Mailcimp pro and a big fan of MV. You can geek out with me over on my MV site: techhub.codedvector.com and/or tag me in the Collab (@Victoria Glass) when you run into questions around MailerLite. I hang out in there a lot so I will pick up your questions if you tag me.
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.