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Send Emails to Team Leaders and Team Members in AccessAlly

If you’re using AccessAlly Emails and you would like to send welcome emails and module release emails based on being in a team… here’s how.

Works for: CRM managed contacts and AccessAlly Managed Contacts

Team Leader & Member Welcome Email

Go to AccessAlly → Emails → Welcome email → New to add a new Welcome Email template.

Add Email Template

For the easiest setup, create a New Welcome Email for both Leaders and Members in one step by using the Releasing Offering option for your team. Keep the copy in this email so that it works for everyone.

Team Leader Member Email Content in AccessAlly

Team Leader & Member Module Release Emails

If your Leader and Member content also includes module releases you’ll add a new module release email.

Go to AccessAlly → Emails → Module release → New to add a new Module Release email template.

This template will release the remaining drip modules based on your module release timers in the Leader and Member content tabs. Remember to keep the copy in the emails so it will work for leaders and members!

Team Leader Member Module Release Emails in AccessAlly

Advanced AccessAlly Team Email Options

If you would like to send Member specific emails you can create them based on the options below.

  1. When a member is added to a Team by a Team Leader
  2. When a member self-registers to an AccessAlly Team

Team Options Welcome Email

When choosing your trigger option(s) review your Team Administration Dashboard to account for all available options your team leaders have.

This determines which trigger(s) you need to use for your welcome email.

  1. Self-registration – use member self-registers to an AccessAlly Team
  2. Batch upload members – use member is added to a Team by a Team Leader
  3. Add individual member – use member is added to a Team by a Team Leader

Adding Team Members

In the above image the Team Leader Administration page shows all three options so the Welcome Email needs two triggers to account for these options.

Here’s the Welcome Email setup for this workflow:

Welcome Email Triggers

Send Settings

Set this to Send customized email.

Email Subject

Add your desired email subject which can be personalized using the “Personalize” button. The options available to personalize your subject line will appear. No image of this is shown as it varies based on your unique site setup.

Email Content

Using the email content editor you can add any custom text you would like to the email. Clicking the “+” button in the top right corner offers additional options available to you to get the welcome email copy… just right.

Email Content

Save Your Email

Click the Save button in the top right corner.

Save Button

 

Test Your Welcome Email

Click the “test” button to test your new Team Member Welcome Email.

Send test email

Updated on April 10, 2024

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