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Sep 1, 2022
A great membership onboarding experience

Here at , the Customer Happy and Customer Success teams regularly receive inquiries regarding the most effective way to promote new members. We rarely get clients asking us about the best method to welcome newly acquired members. It establishes a good precedent in attracting and welcoming new members to your community and creates an impression that is positive. Here are four elements that we've identified in order to help new members feel at ease and at in the first place.

A majority of bad experience onboarding I've observed by customers is because of the absence of information or instructions on what the user should be doing right away after signing up.

My clients are advised to suppose that newly joined members aren't aware of how to navigate the program they've bought. The issue is dealt with in two ways.

Create a memorable redirect page, which either outlines clear next steps or instructs users who are brand new on the site to look at their emails for A Welcome email designed to provide answers to any question a prospective member could have. (This seems like an easy task, yet lots of customers fail to invest enough time to accomplish this.)

Informing members of new content that has been released and reminding them on how they can gain access to the content.

From my personal observation, the majority instances where members disable automatic renewal immediately after joining are due to inadequate onboarding or lack of instruction.

2. The preview of future content as well as gains

Another strategy that's effective is sending out previews of the content of members and other perks ahead of when they're due to be released. This gives members something they can look forward to and keep an eye on.

You can do this by sending messages that are targeted at the most recent customers who registered within a specific period of time (that customers can choose).

3. Social engagement

I've advised one of my clients to give shout-outs to new followers on social media. The results have been positive: new members get recognition and prospective members view it as social proof. This is a win-win-win for everyone.

An easy way to do this is to ask guests to reply to your"welcome" email using your Instagram handles or their Facebook username to receive a shoutout. We have a few customers who utilize a social proof application known as FOMO that works with Stripe and displays pop-ups on their websites.

4. New members can be helped to establish equity

Asking new members what type(s) of material they'd like to watch makes them feel like they are having something to contribute to the community. If the membership manager asks members to give their input, before giving them the time to answer to that comments, it will aid in building trust immediately. Again, this can all be accomplished via email by asking members to respond the Welcome email.

Conclusion

All that being said that, what customers do in order to create a direct intimate relationship with their clients is usually a good way to retain customers and creates the opportunity for growth in potential revenue. It also increases the likely that members are willing to consider selling an additional product to make more money in the future.

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