Automated New Member Onboarding Emails
Every morning, WebRun opens MemberClicks, finds members who joined in the past 24 hours, drafts a personalized welcome email plus a scheduled onboarding follow-up for each new member, and posts a review queue to Slack so staff can approve before anything is sent.
How do I automatically onboard new association members with a welcome email sequence?
WebRun checks MemberClicks every morning for members who joined in the past 24 hours, then drafts a personalized welcome email and a day-7 onboarding follow-up in Gmail for each one. Staff review and approve every draft in Slack before sending, ensuring every new member's first impression is warm and on-brand.
- Every new member receives a personalized welcome within 24 hours of joining
- Staff add a personal touch and approve every email before it is sent
- A day-7 follow-up keeps new members engaged before their first renewal cycle
Built for professional associations · trade associations · membership coordinators · association staff
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
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WebRun signs in and gets to work
Opens
memberclicks.comin a real browser with your saved login - no setup, no API keys. -
1
MemberClicks - identify new members from the past 24 hours
memberclicks.com
WebRun opens MemberClicks to identify new members from the past 24 hours. - Open MemberClicks and filter the member directory to accounts created in the past 24 hours
- Capture each new member's name, membership level, chapter or region, and email address
- Note any interests or profile fields completed at sign-up that can personalize the welcome
- Skip members who already received a welcome email or who signed up as a renewal rather than a new join
Done when Every new member from the past 24 hours is listed with their profile details for personalization.
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2
Gmail - draft welcome and onboarding emails
gmail.com
WebRun opens Gmail to draft welcome and onboarding emails. - Draft a warm, personalized welcome email for each new member, greeting them by name and referencing their membership level
- Include key first steps such as completing their member profile, logging into the member portal, and upcoming events relevant to their region
- Draft a follow-up onboarding email scheduled for day 7, highlighting member benefits they may not have discovered yet
- Leave every draft unsent, ready for staff review and any personal additions before delivery
Done when A welcome draft and a day-7 follow-up draft exist in Gmail for every new member, both unsent and awaiting staff approval.
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3
Slack - notify staff and post review queue
slack.com
WebRun opens Slack to notify staff and post review queue. - Post a morning alert to the membership team channel listing each new member by name and membership level
- Confirm that welcome drafts are ready for review and include a link to the Gmail drafts folder
Done when Staff are notified of new members in Slack and can review and approve the welcome drafts in one click.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Will it send welcome emails to new members automatically without staff review?
No. Every welcome and onboarding email is saved as a Gmail draft and held unsent. Staff review and approve each message, allowing them to add a personal note, before anything reaches the new member.
Can the welcome email be tailored to different membership levels?
Yes. WebRun reads each new member's level from MemberClicks and can vary the welcome content, highlighted benefits, and recommended next steps based on whether they joined as an individual, corporate, or student member.
What if a new member already received a welcome from another system?
WebRun checks for an existing welcome flag in MemberClicks before drafting, so members who already received a system-generated welcome are skipped and do not receive a duplicate from this workflow.
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