# 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”**_



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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="https://1512593499-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FzVfyDo3kSoMuzgdZmmz9%2Fuploads%2FI899uafOoSLskYfOrKPI%2Fimage.png?alt=media&#x26;token=b00747a1-216f-4827-a194-b220d5ee30d4" 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**

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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.

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* 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_

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* 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.)

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

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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.

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

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

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

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

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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**_”

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* 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

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

This will now notify an internal user of your choice.
