Understanding Auto-Generated Welcome Emails

Overview

Xoda automatically sends welcome emails to new members during the signup and onboarding process.

These emails help businesses:

• Welcome new members
• Share important membership information
• Provide login or app access details
• Improve onboarding and communication consistency

How Welcome Emails Work

When a new member is created or signs up through Xoda, the system can automatically send a welcome email based on the setup and workflow used.

Welcome emails may be triggered when:

• A new member is manually added by staff.
• A member signs up online.
• A membership or plan is assigned.
• A lead is converted into a member

Typical Member Experience

Step 1: Member Is Added or Signs Up

A member profile is created in Xoda through:

• Staff onboarding
• Online signup
• Lead conversion

---

Step 2: Welcome Email Is Triggered

Xoda automatically sends the welcome email to the member’s registered email address.

---

Step 3: Member Receives the Email

The member can:

• Review membership information
• Access onboarding instructions
• Download the app or log in

EXAMPLES:

💡 IMPORTANT NOTES

---

	Welcome emails are sent to the email address stored in the member profile.
	If the member does not receive the email: Ask them to check spam or junk folders. Verify the email address entered is correct.
	Some email content may vary depending on: Membership type Signup Method Business Configuration

🌿  BEST PRACTICES

---

	Ensure member email addresses are entered correctly.
	Encourage members to whitelist your business email address.
	Include onboarding instructions and contact details.
	Regularly review your welcome email content for accuracy.

🔧  TROUBLESHOOTING

---

	Member Did Not Receive Welcome Email Check the following: Email address is correct. Spam or junk folder. Internet or mail delivery delays.
	Incorrect Information in Email Review: Membership setup Business profile settings Automatated communication templates