Migrating Current Clients
If you are migrating current clients from an existing platform, replace Email #1 in the series below with this email to help them get started the right way.
Welcome Email Template For Migrations
Hey [first name],
Welcome to the new and improved app! Here are some instructions for how to get started.
Username: The email this was sent to
Password: Community123!
Community Access Link: yourcommunity.com
Download The App Here: Apple | Android
How To Get Started
- Choose A New Password: app.steverozenberg.com/auth. Click on the "Forgot Password" link, follow the prompts to create your new password, and then sign in to the community. You can access the community either by web or by downloading the app. Make sure to save both for future access.
- Complete Your Profile: Head to your profile to add your profile photo and a cover image. Add a bio to share who you are, what you do, your trading focus, and your goals with the community.
- Introduce Yourself: Make your first post in the community. Introduce yourself to help you be seen. The more active you are in the community — the more you post, share, and interact — the more you will gain from it! Make it a point to post every day!
- Upload an Intro Video: (Optional but highly recommended) Stand out with a short intro video (90 seconds). Let others know who you are, where you’re from, and what your goals are.
Community Rules of Engagement
To foster a positive and growth-focused environment, please keep these guidelines in mind:
Do’s:
- Share Valuable Insights: Post content that adds value and supports the community’s growth.
- Engage Respectfully: Join discussions with a constructive and professional tone.
- Network Authentically: Focus on building genuine relationships with like-minded traders.
Don’ts:
- Avoid Sales Pitches: This is a space for learning and connecting, not selling.
- No Inappropriate Content: Please keep all content professional.
- Respect the Community: Negative or unproductive behavior may result in removal.
You’ll get out what you put in! Engage actively, contribute insights, and support your fellow traders. Together, we’re building a community where everyone grows.
Best regards,
-The Community Success Team
New User Welcome/Onboarding Email Series
Set up this sequence in your email marketing platform. Then you can follow our Automations tutorial to automatically welcome all your new signups. As always, feel free to modify for your community's needs.
Recommended Outline
- Email 1: Welcome, set up your profile, & set expectations
- Email 2: Navigating the platform, social feed, & turning on notifications
- Email 3: Joining groups, exploring events, & user maps
- Email 4: Pages, guides, & resources
- Email 5: Daily goals, challenges, post ideas
- Email 6: Referrals
Email 1: Welcome
Subject: Welcome to [Community Name] – Let's Get Started!
Hi [First Name],
Welcome to [Community Name]! We’re thrilled to have you join us. Before diving into all the exciting features, let's make sure your profile is set up, so you can start connecting with other members and get the most out of our community.
Here’s how to get started:
- Verify Your Email & Login: Verify your email address and login for the first time. Bookmark [communitydomain.com] for easy access and make sure you have downloaded the app.
- Add Your Profile Photo and Cover Photo: Click on the profile icon to head to your profile. Personalize your account with your profile photo and a cover photo to make a great first impression.
- Update Your About Information & Complete Your Bio: From the About Me section on your profile, fill out your About details to tell us a bit about who you are, what you do, and your interests.
- Make Your First Post: Introduce yourself to the community! Share a bit about yourself, your journey, and what you're looking forward to here.
- Upload Your Intro Video (Optional but highly recommended!): If you want to stand out, record a short intro video and post it on your profile’s Intro Video section. Who you are, where you’re from, what you do, why you joined. (90 seconds)
Once your profile is set, take time to explore the community and get to know other members. Our platform is follow-based, so don’t hesitate to connect with others by following them, and sending them a message. You can learn more about fellow members within the Intro Videos section of the social feed.
Community Rules of Engagement
To ensure a positive and productive environment for all members, please follow these rules of engagement:
Do’s:
- Share and Add Value: Post content that shares your expertise and helps others grow.
- Engage Respectfully: Foster constructive discussions and be respectful of all members.
- Create Welcome Videos: Introduce yourself in a short video. Mention your name, where you're from, what you do, and what you hope to gain from the community. Keep it under 2 minutes!
- Network and Build Relationships: Focus on building genuine, professional relationships within the community.
Don’ts:
- Pitch Your Products: Avoid sales messages. Our community is about connecting and sharing, not selling.
- Post Inappropriate Content: Content like pornography or illegal activities is not allowed.
- Be Disrespectful: Freedom of speech is valued, but it must be used respectfully.
- Drain Community Energy: Negative or unproductive behavior that harms the community will result in removal.
Final Thoughts
You get what you give in this community! The value you’ll gain depends on your active participation, so show up, contribute, and support your fellow members. Together, we can create a community where everyone grows and thrives.
We can’t wait to see you in action!
Best regards,
The [Community Name] Team
Email 2: Explore Your New Home - Quick Tour + Guide
Subject: Explore Your New Home - Take A Quick Tour Now!
Hi {{contact.first_name}},
We hope you’ve had a chance to set up your profile and start exploring the community! Now, let’s make sure you never miss an update by enabling notifications and diving into the various sections of our social feed.
Explore the Social Feed
- All Posts: See the latest updates from everyone in the community.
- Following: View posts from businesses and locals you’re following to keep up with their latest activities.
- Intro Videos: Watch introductory videos from businesses and locals to get to know them better.
- Groups: Stay updated on posts and discussions within the groups you’ve joined.
Posting and Stories
- Post Regularly: Share your experiences, updates, or promotions by posting in the feed.
- Add Stories Daily:some text
- How to Add a Story: In the home social feed, hit the '+' button at the top.
- Why Add Stories?: Adding a story every day helps you stay engaged and lets you check off your daily goal.
Going Live
- Premium Feature: Going Live is available for verified members. Share live updates and interact with your audience in real time.
Explore The Community
In the top right-hand corner, next to your profile icon, you’ll find a few more important buttons:
- Notifications: Stay updated on all the latest activities by clicking on the notification bell icon.
- Watch Livestreams: Connect in real time when someone goes live by clicking on the live icon.
- App Launcher (9 dots): Check out all your community settings and explore more features.
- Chat: Connect directly with other members or even create group chats through the chat feature.
Stay in the Loop: Enable Notifications
- Login to your account: Visit [communitydomain.com].
- Go to Settings: Click on your 9 dots app launcher icon in the top right and select ‘Settings’.
- Enable Notifications: Make sure your email and push notifications are turned on so you’re always in the know.
By staying active and connected, you'll make the most out of your community experience. If you have any questions or need help, don’t hesitate to reach out.
Happy Exploring!
Email 3: Groups, Events, & Maps
Subject: Your Next Stop: Explore Groups, Events, Maps, & More!
Hi {{contact.first_name}},
We hope you’ve been enjoying the social feed and staying connected with notifications! Now, let’s explore how to connect with the community through groups, discover exciting local events, and navigate our interactive maps.
Join Groups
Joining groups is a fantastic way to connect with others who share your interests and passions. Here’s how to get started:
- Find Groups:some text
- Go to the ‘Groups’ section on the platform.
- Browse through various groups that align with your interests.
- Join Groups:some text
- Join groups that catch your eye and start engaging in discussions.
- Participate actively by posting, commenting, and sharing your experiences.
Discover Events
Stay updated on exclusive events and activities to make the most out of your community experience:
- Find Events:some text
- Visit the ‘Events’ section to explore upcoming events in your area.
- Use filters to find events that match your interests and availability.
- RSVP and Attend:some text
- RSVP to events you’re interested in and mark your calendar.
- Attend these events to connect with like-minded individuals and support local businesses.
Check Out Maps
Use our interactive maps to explore and connect with members worldwide:
- Navigate to Maps:some text
- Go to the ‘Maps’ section on the platform.
- Explore Your Area:some text
- Search for local businesses, events, and other points of interest.
- Use the map to plan your visits and discover new spots in your community.
By joining groups, discovering events, and using our interactive maps, you'll enhance your community experience and make meaningful connections within your community. If you have any questions or need assistance, feel free to reach out.
Happy Connecting!
Email 4: Discover Pages, Guides, & Resources
Subject: Discover Community Pages, Guides, & Resources
Hi [firstname],
We hope you’ve been enjoying connecting with groups and discovering local events! Now, let’s dive deeper into the resources and benefits available in our community. Explore our pages, resources, & guides.
Explore: Pages
Our pages are packed with valuable information and resources to help you make the most out of your community experience:
- Free Resources: Access a variety of guides and tutorials to get started and navigate the platform.
- Getting Started Guides: Step-by-step instructions to help you set up your profile, join groups, and post content.
- Help Information: Find answers to frequently asked questions and get assistance with any issues you may encounter.
- Guides:
Happy Discovering!
-Community Support Team
Email 5: Daily Goals + Post Ideas
Subject: Achieve Daily Goals & Get Post Ideas!
We hope you’ve found the resources and travel guides helpful! Now, let’s dive into how you can stay engaged with our Daily Goals feature and get some post ideas to keep your community active and thriving.
Daily Goals: Stay Engaged Every Day
Our Daily Goals feature is designed to keep you connected and engaged with the community. Here’s how it works:
- Check Off Daily Activities: Complete daily tasks like posting updates, sharing stories, and interacting with others.
- Stay Active: Regular engagement helps you stay visible and connected with the community.
- Earn Rewards: Completing daily goals can earn you badges and rewards, enhancing your community experience.
Engaging Post Ideas
To help you achieve your daily goals, here are some post ideas to get you started:
1. Introduce Yourself
- Share who you are, what you do, and why you joined the community.
- Encourage others to introduce themselves in the comments.
2. Ask for Recommendations
- “What’s the best [book/tool/resource] you’ve used recently?”
- This encourages members to share their favorite resources or tips.
3. Share Your Wins
- Post about a recent achievement or milestone and ask others to celebrate their wins, big or small.
4. Weekly Check-In
- “How’s your week going? Share one challenge or success you’ve had so far.”
- Keep the conversation going by inviting responses from other members.
5. Share a Motivational Quote
- Post an inspiring or thought-provoking quote and ask members to share their own quotes or thoughts in the comments.
6. Discussion Prompt
- “What’s one piece of advice you’d give to someone just starting out in [your field/interest]?”
- This helps spark meaningful conversations and allows members to offer valuable insights.
7. Ask for Feedback
- Share something you're working on (a project, idea, or challenge) and ask the community for their feedback or suggestions.
Interaction is Key!
Remember, interaction is crucial for building a vibrant community. Here are some ways to stay engaged:
- Like and Comment: Show your support by liking and commenting on posts from other members.
- Share Your Thoughts: Don’t hesitate to share your opinions and experiences.
- Join Discussions: Participate in group discussions and forums.
- Invite Friends: Grow our community by inviting friends and family to join our community.
Your active participation helps build a supportive and engaging community.
If you have any questions or need assistance, feel free to reach out.
Happy Posting!
-Community Support Team
Email 6: Invite Your Friends & Stay Connected
Subject: Let's Grow Together! Invite Friends & Stay Connected!
We hope you’ve found the post ideas helpful and started sharing your experiences! Engagement is the lifeblood of our community. Here’s how you can stay active and make the most out of your community experience:
For Everyone
- Like and Comment: Show your support by liking and commenting on posts from other members.
- Share Your Thoughts: Don’t hesitate to share your opinions and experiences.
- Join Discussions: Participate in group discussions and forums.
- Attend Events: Be active by attending local events and activities.
- Invite Friends: Grow our community by inviting friends and family to join our community
Invite Your Friends: Referral System
Inviting your friends to join our community is easy and rewarding! Here’s how you can generate and share your referral codes:
- Access Referral Codes: Click on the 9 dots app launcher in the top right corner.
- Navigate to Referrals: Go to 'Referrals' and select 'Referral Codes.'
- Generate a New Code: Click on 'New Code' to generate your unique referral code.
- Copy and Share: Click to copy the code and send it out to your friends via email, social media, or text.
Sharing your referral code helps grow our community, and you can earn rewards for each friend who joins using your code.
Stay Connected
To make sure you never miss out on important updates and exciting news, subscribe to our newsletter:
- Stay Informed: Get the latest news, updates, and tips delivered straight to your inbox.
- Exclusive Content: Access exclusive content, promotions, and early announcements.
- Community Highlights: Stay updated on community highlights and featured local businesses.
Subscribe Now: Subscribe to Newsletter
Join Our Social Media
Stay connected and engaged with us on social media:
- Follow Us on Facebook
- Follow Us on Instagram
- Follow Us on Twitter
Your active participation helps build a vibrant, supportive community.
If you have any questions or need assistance, feel free to reach out.
With Gratitude,
-Community Support Team
Failed Payment Email Series
Email 1: Payment Issue Notification
Subject: Oops! We Need Your Help to Update Your Payment Info
Hi [First Name],
We noticed an issue with your recent payment for your community membership. To keep enjoying all the fantastic features and benefits, please update your payment information as soon as possible.
Here’s how you can update your payment info:
- Login to your account: Visit [communitydomain.com].
- Access Payment Info: Click on the 9 dots app launcher in the top right corner and go to ‘Plan & Payment Info.’
- Update Payment Method: Add your new payment details and save the changes.
If you have any questions or run into any issues, just shoot us an email at [support email]. We’re here to help!
Thanks for being a part of our community.
Cheers,
-Community Support Team
Email 2: Friendly Reminder: Update Your Payment Info
Subject: Friendly Reminder: Update Your Payment Info
Hi [First Name],
Just a friendly reminder! We’re still having trouble processing your payment for your community membership. To avoid any interruption in your service, please update your payment information as soon as you can.
Here’s how you can update your payment info:
- Login to your account: Visit [communitydomain.com].
- Access Payment Info: Click on the 9 dots app launcher in the top right corner and go to ‘Plan & Payment Info.’
- Update Payment Method: Enter your new payment details and save the changes.
If you need any help or have questions, just let us know at [support email]. We’re here for you!
Thanks for taking care of this, and for being an awesome part of our community.
Best,
-Community Support Team
Canceled Subscription
Email 1: Sorry to see you go
Subject: We're Sorry to See You Go – Your Subscription Has Been Canceled
Hi [First Name],
We’re sorry to see you go, but we want to say a big THANK YOU for being a part of our community! Your support has meant a lot to us.
We’d love to hear any feedback you have. If there’s anything we could do better, or if there’s a specific reason for your cancellation, please reply to this email and let us know. Your input helps us improve!
Remember, you’re always welcome back. If you ever want to reconnect with local businesses and events, we’ll be here with open arms. Until then, stay connected with us on social media and keep an eye out for all the great things happening in our community.
Stay in Touch:
Thanks again for being part of our journey. Wishing you all the best!
Cheers,
-Community Support Team
