When someone joins your course or community, your client portal automatically sends them a welcome email with their login details. You can edit this email so it feels warm, welcoming and completely you.
Step 1: Open your Client Portal Email Settings
In FEA Create, go to Create Your Offer, then Client Portal.
Click on Settings, then Email Settings.
Step 2: Find the welcome email
You'll see a list of emails grouped by area, such as Client Portal, Courses and Communities.
In the Courses section, you'll find two welcome emails that send login details:
Course Sign Up. Sent when someone is given access to one of your courses.
Offer Sign Up. Sent when someone joins through one of your offers.
We recommend editing both, so your new members get the same warm welcome however they join.
Make sure the boxes next to them are ticked so both emails are switched on.
Step 3: Edit the template
Click on Default Template next to the email.
Click Edit to edit it.
Click Proceed to create your own editable copy.
Update the wording, add your branding and make it feel like you.
Click Save.
Your new template will be selected automatically. Repeat these steps for the other email, then click Save once more to confirm.
Important: Keep the login button or login link in your email. This is what lets your new member set their password and log straight in. This is a custom value which is unique to each member who signs up. The custom value is: {{membership_contact.login_url}}
Sending login details from a workflow instead?
If you'd rather send your login details from a workflow, untick the Course Sign Up and Offer Sign Up emails in Email Settings first. Using both means your new members will get two emails.
And that's it! Your new members will now receive a login email that reflects your brand and gives them everything they need to get started.
If your login emails aren't arriving, take a look at How Can I Fix Login Details Not Sending To My Users?