Automatically Email People Who Join a Group

Created on:
Updated on:

Some groups may want people to buy a book or fill out a form once they've joined the group. Set up an automation to send an email to a person when they join a group.

The following steps require permissions in People and Groups. This can be a collaborated effort with people who have those permissions, or an Administrator in those applications can give those permissions to the people that need them.

Create an Email Template

Create an email template to send to people after they join a group. If you want them to order a book or fill out form, be sure to add those links!

Create a List

Create a list of members of the specific group.

Once you create the list, set it to automatically refresh every day from the Settings.

Set the Automation

Click Create Automation from the Automations tab.

Choose to automatically send an email.

Financial Peace - People

If you have results on your list, be sure to check the box to apply the action to current members.

Once a person is added as a member to a group, either by joining or by the leader adding/approving them, they will automatically be added to this list when it syncs.

Was this article helpful?
2 out of 2 found this helpful