Customize your membership settings to automatically send login credentials to new members when they sign up for your course. This ensures a smooth sign-up experience.

Key details

  • Automatic welcome email: An email with login credentials is automatically sent when a new member is granted access.
  • Customizable message: Personalize the email with your branding and details about the course.
  • Auto-generated passwords: Members receive a system-generated password, which they can change later.
  • No manual account creation: Kartra assigns credentials and delivers them via email. Your members will not go through a login creation process.

Pro tip

Encourage members to change their auto-generated password for better security.

How to configure membership welcome emails

Step 1: Enable the welcome email

  1. Go to Memberships > All memberships.
  2. Open an existing membership or create a new one.
  3. In settings, select the Welcome tab.
  4. Open the Sending a welcome message module and enable Send a welcome message.
    • Customize the sender and reply details for the email here.
  5. A new module appears in the Welcome tab where you can customize the message.

Step 2: Customize the email

  1. Click Change in the Membership Welcome Email module to open the editor.
  2. Edit the email to include your branding and welcome message.
    • Important: Changing the email template removes all content and variables, including login links. Click Replace template in the top-left menu to choose a template before editing.
  3. Keep these default variables to ensure members receive their credentials:
    • Login page: {login_page}
    • Email: {login_email}
    • Password: {login_password}
  4. Use the Variables button to customize with additional member details like their name or course title. Learn more about customizing email with variables.
  5. Click Send test email to preview your design. (Test emails display "TEST" in place of variables.)
  6. Click Actions > Save & Exit when finished.

Step 3: Verify the login email

  1. To test the final email, add yourself to the course as a new member using your email.
  2. This lets you review how your members will see their credentials and confirm that they work as they should. Learn how to grant access manually.

Once the membership welcome email is set up, new members will receive it automatically when they gain access to your course. Use this email to provide key details about your course, but always ensure it includes the login credentials.

To review and customize other automated emails Kartra sends for your memberships:

  1. Go to Email Notifications > To your contacts.
  2. Use the filter to display all Membership notifications.
  3. Edit and personalize these emails as needed.