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How do I change the wording of an automatic email new members get?

Find which automatic email it is, then change its wording in the Email Template, Smart Workflow or Message Automation that sends it.

Updated 4 November 2026

First find which automatic message it is, then change the wording where it's set up. An automatic email to new members comes from one of three places: an Email Template (such as the Welcome Email), a Smart Workflow, or a Message Automation. Checking the email the member received tells you which one to look in.

Find the email the member got

  1. Open the member's profile from Contacts.

  2. In their messages, click the System tab. Automatic emails are listed here.

  3. Open the email with the wording you want to change, and note its subject.

Then look for that subject in the places below.

Change it in an Email Template

Standard automatic emails, such as the Welcome Email and Membership Confirmation Email, are Email Templates.

  1. Go to Settings and, under Communications, click Email Templates.

  2. Click the template, for example Welcome Email, and change the wording.

  3. Save your changes.

See Customising email templates: overview for the full steps.

Change it in a Smart Workflow

  1. Go to Communication and, under Navigate, click Smart Workflows.

  2. Open the workflow that sends the email, for example one with the trigger Starts a membership.

  3. If the workflow is active, click Pause to edit.

  4. Hover over the Send message step and click the pencil icon.

  5. In the Send message panel, change the subject or message under Email message, then click Done.

  6. Click Save, then Activate to turn the workflow back on.

See Smart Workflows: getting started with automation for how pausing affects members already in the workflow.

Change it in a Message Automation

Message Automations are the older way of sending automatic messages. You can't create new ones, but you can still edit the ones you have.

  1. Go to Settings and, under Communications, click Message Automation.

  2. Click the automation that sends the email.

  3. Under Send a message?, find the email's Subject and Message, and click Edit this message to change the wording. You can use codes such as [FirstName] in the message.

  4. Click Save Changes at the top.

To move a Message Automation over to Smart Workflows instead, see Migrating from Message Automation to Smart Workflows.

Is the wording on the app home screen instead?

If members see the "Welcome to…" wording at the top of the member app or member area home page, not in an email, it's your club's Welcome Message.

  1. Go to Settings and click Member Area ("The app your members see when they log in").

  2. Open the Branding tab.

  3. Change the Welcome Message, and check the preview.

See Personalising the member app for the other home screen settings.

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