Who This Is For / When to Use
Use this when you want to control how login credentials and access information are sent to members after they complete a Membership offer checkout.
Overview: Two Ways to Send the Welcome Email
Kyrios supports two mutually exclusive methods for sending Membership welcome emails:
System-generated email using Membership Email Settings
Custom email sent via an Automation Workflow
⚠️ Only one method should be active at a time.
Option 1: System-Generated Welcome Email (Membership Settings)
Use this option if you want a simple automated email triggered immediately after checkout.
Step 1: Open Membership Email Settings
Navigate to Memberships > Courses > Settings, then click Email Settings.
Step 2: Enable the Welcome Email
Under the Courses tab:
Toggle Send Welcome Email ON
This sends an automated email when a member completes an Offer checkout.
Step 3: Select an Email Template
Click Default Template to open the template selector.
Choose an existing custom template
Or keep the Default Template
Important Notes
The Default Template cannot be edited or previewed
To customize content, you must create your own email template using the Email Builder
Templates can include custom values
Step 4: Save Changes
Click Save to apply the email settings.
Once enabled, this email is sent automatically after checkout.
Option 2: Custom Welcome Email Using a Workflow
Use this option if you want full control over content, branding, timing, or logic.
Step 1: Open Workflows
Navigate to Automations > Workflows, then click Create Workflow or edit an existing one.
Step 2: Add the New Signup Trigger
Add a trigger
Select New Signup
(Optional) Filter by Offer = Memberships
Step 3: Add a Send Email Action
Click Add Action, then select Send Email.
Step 4: Configure the Email Content
In the email action:
Enter From Name
Enter From Email
Enter Subject
Select a template or write custom content
Step 5: Insert Membership Custom Values
When editing the email body:
Open Custom Values
Scroll to Course
Select values such as:
Email
Login URL (Magic Link)
These values dynamically insert the member’s login details.
Step 6: Publish the Workflow
Save and Publish the workflow to activate it.
Required: Disable System Email When Using a Workflow
If you use Option 2, you must disable the system email.
Why:
If both are enabled, members will receive two welcome emails.
To disable:
Go to Memberships > Courses > Settings > Email Settings
Toggle Send Welcome Email OFF
Common Issues and Fixes
Members Receive Two Welcome Emails
Cause: Both system email and workflow email are enabled
Fix: Disable Send Welcome Email in Membership settings
Login Credentials Not Showing in Email
Cause: Custom values not inserted
Fix: Use Course custom values (Email, Login URL)
Cannot Edit the Default Template
Cause: Default Template is locked
Fix: Create and select a custom email template
FAQs
What are Membership custom values?
They are dynamic values tied to the member’s Membership access, such as email and login link.
Can I use both methods at the same time?
Technically yes, but not recommended. It causes duplicate emails.
What happens if I leave the Default Template?
The system sends the default welcome email, but it cannot be previewed or customized.
Which method should I use?
Use Option 1 for quick setup
Use Option 2 for branding, logic, or advanced customization