Essential Membership Emails
The minimum email sequences for onboarding and retaining paying members.
By James Schramko
If you have a membership you will need to make sure you onboard people in a reasonable manner. Also you will want to cater to rebills and absence.
These emails are for paying clients of your membership.
Here is a bare minimum suggestion of emails and triggers for your membership emails modeled from my James Schramko membership.
General Sequences to trigger
A) Make sure annual members get added to a billing reminder sequence
This will email clients just prior to re-billing and remind them about the upcoming payment.
Subject: Hi [First name], your membership to [your membership] will renew in a short time.
Hi [First name], your membership to JamesSchramko.com will renew in a short time.
Your Membership Type: [Membership type]
What's included in your membership:
- [List benefits]
You don't need to do anything; your membership will renew automatically.
If you need to change your payment method, no longer wish to be a member, or if you have any questions, please send an email to [support] and [support name] will assist you.
I thank you again for your support, I look forward to helping your business flourish.
Regards,
[Your name]
B) If you send physical gifts - make sure you create a task to a team member or automate this
C) From date of join, add a tag to be included in member news which you send fresh each week as a broadcast
D) Create a task for you or whomever is the face of the membership to make a text or Loom welcome message
E) Create a rule if a member becomes inactive, add to slipping away sequence. This will be the churn buster here of your membership.
This is generally set to 11 days of absence. Set this trigger in your email or membership platform.
You will see an over 80% open rate with this email and it will make you a fortune over the years.
The email is:
Subject: you ok?
[First name] how are you doing?
Onboarding Sequence
Email 1
Send immediately Day 1
Subject: Important: [Membership name]
Login details
Welcome 🙂
Your logins have been sent to your email, from "[Membership platform email] with the subject "Login Details".
Please bookmark the Login here:
[Your site / login url]
In the meantime, I made you a quick tour video so you can learn more about what you have access to:
[Picture of video thumbnail hyperlinked to page]
[Your website / welcome tour]
[Under that video I put a link to a welcome thread in the community which asks the member to introduce.]
Regards,
[Your name here]
P.S - Need support? Go Here [email support@]
Email 2
Send 24 hours after joining
(If your membership platform offers an app, that option is well worth making available.)
Subject: Get the APP
Hi, just making sure you are using the APP for the [name] membership:
Get the members app for Android here
Get the members app for IOS here
Enter your login details
+ In the app Tap on "ADD NEW"
+ Insert the same username & password you are using to login here.
+ In "site domain" use: [code]
[Insert an image of the app login screen]
Regards,
[Your name]
P.S. Need help? Contact support
Email 3
Send on Day 110 after joining
Hey [First Name]!
I love featuring our community members.
Could we include you and your company name, along with a short text blurb?
In just a sentence or two pleae share your [name of membership] results.
Just reply to this email with your company name, text quote and a picture of you that we can use on the website.
Thank you!
Regards,
[Your name]
P.S. If you think your result would be great to appear on [your show name] with me let me know about it!
Here are some additional ideas:
For more advanced membership levels add in:
- Email prompting diagnostic
- Emails prompting reflection and goal setting aligned to their program