Wild Apricot onboarding

7 emails over 4 days, counted from the day we signed up.

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Day 0First email
Email 1 · OnboardingRe: Is WildApricot the right fit for your organization?
Day 0Same day
Email 2 · WelcomeYour WildApricot Trial is Ready! Log In NowStart by creating your first membership level
Day 11 day later

What each email does

Day 0First emailOnboardingRe: Is WildApricot the right fit for your organization?An onboarding coach offers a brief call to discuss the organization’s membership, event, and payment needs and suggest what to set up during the trial. The message makes booking optional and low-pressure.
Day 0Same dayWelcomeYour WildApricot Trial is Ready! Log In NowWelcomes a new trial user, shares account details, and guides them to create their first membership level. It also points to setup help and training resources.

OnboardingThe Key 🔑 to Your Success – Importing Your Contacts!Guides new users through importing their members and contacts, including a prerequisite to set up membership levels first. It also offers onboarding help and links to training resources.

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