# Workflow Guide: Sending Membership Credentials

**Workflow Membership Credentials/Welcome Email**

***Please Note:** This guide assumes that your contacts are granted access to the membership offer through another method or workflow.*

1. Select ***“Membership New Signup”***

   <figure><img src="/files/g403uDc8nD1UqSuzfRO9" alt=""><figcaption></figcaption></figure>
2. On the right side of the screen, there is an “***Add Filter”*** option - For different types of offers.

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1. Select the green “***Save Trigger”*** button when done

   <figure><img src="/files/wZk2IPup8YYL9bCZpR6e" alt=""><figcaption></figcaption></figure>
2. Next, select the ***“Send Email”** action* \*\*\*\*this will allow you to set up an email with membership credentials- Use **Custom Values** in the Message so that the information will be automatically filled based on the contact that enters the workflow.

* **Blue highlighted values are shown below**

{% embed url="<https://lh3.googleusercontent.com/djlfnTyyme-Tzf-IAdgAqRABwqPqO3jHVdHN_JCDin2Ey0hzudsgZPRWEnlONKtuFTVtOaE-dTTl9LSR8V3uaLWGnV-Z9VEn-jiiwdXeR0F1v5DiYAWy4ufSCiNtE0K5BnwY_6JimBm4FV8gl8kdtGE>" %}

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* This will only work **ONCE PER USER-** Unless the contact is deleted and re-added manually.
* Select the green “***Save Action”*** button when done.

{% embed url="<https://lh6.googleusercontent.com/ws3_lnVknUCZVij6X6ZXXwGqU_MppHs60zdeb2-9giRYwt0fJEPzjth_efO_xYZT7Ssv6ocYtfnmXRDfeOL38b-Vg88oiGaQggIRrxUqTKwoO0xQ3GBXFmIpDJXQoktfQgpQqJSyit35bV64DkREGBU>" %}

* Publish the workflow and save!

**Example of Granting an offer:**

***Please Note:** In this example workflow, we will be **“Granting an offer to a membership”** as if the client made a purchase*

{% embed url="<https://lh4.googleusercontent.com/9EXIKPodFeEFBd4k707kqFN97kqPBER4mnyD-LYQH-E1fdWnmWjZQalmWyfHiLb5xFYpAXpOIEpiyCgLDMuSjyEaov-Q5tQZrNzbnP0E7E_XkrbjOf2QirbHT8XkxMlE_yxTKstc4faNK-9p6pbBA6E>" %}

* In this example, it's an order form as if they had made a purchase (On a funnel or website, on a particular page, a product, and the submission type.)

{% embed url="<https://lh3.googleusercontent.com/Piux4fXsvsnY73kThlnJ8iuW6wU5b2DBZUrDRYny9slhcMz_olJFUjM4FKc6KeUured2p8dbyq0RmaHzPMgjsPMQiLwKfh3Id3G14zMQk3gAWq1ysgxiKi3jeF1kH3D94wjQKZigG9dvpCXEEhxhBX0>" %}

*
* Next grant the offer – This will trigger the workflow guide that was created (**Above**)

{% embed url="<https://lh6.googleusercontent.com/IW76I4cB8rcqIhb3useXt3sdLNrZWz0VD9Fsrvt1hFNjIWgYc7CIsJk5v7oRtH7Z0en00unWRWEfvddEVZ3fB9G9H0dvHUPOaRz31JEptbdqLcP8oqpNkJ-W-_0KzKR72-hi6gCVd8r4G1FzjvGHhKM>" %}

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* Select the “***+***” button below the Membership Grant Offer trigger- This will pull up multiple actions where you can add specific actions related to the purchase.

{% embed url="<https://lh5.googleusercontent.com/yUN_MN7xE2q9bR1KnHCrTd4tqbUqxVoz9yehGhPLB-g84MPjvf-h41DibYU1yHGWPzxzy6w0D5dPpAtMp4yhmDg8ro1vcRr0br7sJV91bgeuzzXYb0ktYTApiKObJXOS1ZbMCGZr20BWOaqNZA7-2d0>" %}

* Select the “***Send Email button”***

***For example:** Making an email that confirms their purchase* \*\*\*\*(you can add a custom message

{% embed url="<https://lh6.googleusercontent.com/3U3f_BNPtQ_qzkiJ-4NPgGTifG8MwBJ2lD1zR21mOWZj8Yn91RSYyKE8seTQhxsp1du-9fQ6hWCrqvFp_dCBMXyTmttVRy6XPXyXReHG6pO73HrL6dqVPjmkTD0G52paV0mDAyn2uLY7AeeRuDz0Wok>" %}

* Make sure you click the “***Save Action***” button

{% embed url="<https://lh3.googleusercontent.com/KeDA8o9dB2FuCu7pPjz7s4AmSY_UqDcCZacjheGOaao63pP38h4bR8FzIA1Pd5ktJF7z_D2-CWQKnQoArzGxmb9P7a-bYkqodz8lgvbkofMN_WCyHq_2PWdUjPZZtT-xRbz3Jh5BT0XpIIBUcDa5LUo>" %}

* You can also “***Add Contact Tag***” (For Example) that they purchased, or any custom note that you want to be tagged on this customer

{% embed url="<https://lh6.googleusercontent.com/mh6oZB41yGpMYLEYYuKwcPaH0BeUTR0fyokZc68-iaXBFym_d7ta3bjDWdbgZ709mPzUSX8rFvatBtXExrZveCPFvxsRSJmnKoyEBZ4Jq6qq7bPltSC4LYvo6-tW7arB1kMtQG0HzV85Plevsd7ZR0o>" %}

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* If you want someone to know internally that the customer made a purchase you can do so by Selecting “**Send&#x20;*****Internal Notification***”

{% embed url="<https://lh3.googleusercontent.com/mpG3N40JVdqHVBN95Vlg7FJL1GsXm9G9aES5VwEPjO-1KzadrIUpEaprGIyJ5xnz4Mkwbpq0Y1IgmTSt05alwTGfrC6zNJwzsRb90_cutwx4iHRztYzA0HDtOFKeopHvpA0NJDdL3qB7hi9ZkZVpMoU>" %}

* Click the “***Custom Values***” Tab when using an internal email notification and under “***Contac***&#x74;” go over to the “***Email***” option and use this value to identify the contact

{% embed url="<https://lh6.googleusercontent.com/N9cXP6S_ys3p3r3eDXu0EbqBzkcsLoLLElGMX63vTRNiZSJkx5bmfA3u8mUl1MXrBlx25VO58RrjuE6oAn4yhmkNpQDxCkh_voOuLSEvabC-crSZQMk2ZSgyPts-VjbiCpj1BnB4cFbD_A07OC_Fmdk>" %}

* Once completed select the “***Save Action***” button

This will now notify an internal user of your choice.


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