Welcome Email

When someone joins your membership program, Flo can send a polished welcome email on your behalf. It confirms their access, shows their tier and benefit bullets, and includes a button to open their membership in the fan portal.

The welcome email is on by default for each program. You can turn it off, add a personal opening note, change the subject line, upload a header logo, preview the layout, and send yourself a test copy.

Creator plan required

When Flo sends the welcome email

Flo sends the welcome email after access is granted, as long as Send welcome email is turned on for that program.

How they joined	Welcome email
Free tier checkout (no payment)	Sent if enabled
Paid subscription (monthly or yearly)	Sent if enabled
One-time paid tier	Sent if enabled
Gift access (you grant access in the hub)	Sent if enabled — you will see Gift granted. Welcome email sent.
Add member (manual comp without gift record)	Sent if enabled — toast shows Member added. only; the email still goes out when the toggle is on

When it is not sent	Detail
Send welcome email is off	No welcome email for any join path above
Fan has no email on file	Flo cannot deliver mail

Turn off for quiet comps

If you add someone manually and do not want them to get email, turn off Send welcome email in Settings → Emails (or Edit tiers → Delivery) before granting access, then turn it back on afterward if you like.

If you grant access again to someone who already had membership, Flo may send another welcome email when the toggle is on (for example after re-adding a comp).

What members receive

The email is sent from Flo (hello@myflo.link) with your program name and optional creator name in the footer. Members can reply to reach you in their inbox.

Layout (default template)

Section	Content
Header	Your uploaded logo, or the default Flo mark if you leave logo empty
Label	NEW MEMBERSHIP
Headline	Welcome to your program name and their first name — uses their first name when Flo has it, otherwise there
Intro	Confirms their tier (for example You've got Gold access…) or general membership access
Member pass	Visual card with program name, tier pill, and ACTIVE status
What's included	Checklist of benefit bullets from the tier they joined (same bullets as Edit tiers → Offer → What's included)
Button	Open your membership → — opens their portal (paid joins often include a one-click sign-in link; free and manual grants use their portal membership page)
Caption under button	Bookmark this link — it's your private door in.
Footer	Sent on your behalf via Flo; note that they can reply with questions

Subject line (defaults)

Leave the subject blank in settings to use Flo’s default:

Situation	Default subject
They joined a named tier	`You're in —` plus tier name, `access to`, plus program name
No tier name on the join	`You're in — welcome to` plus program name

Your custom subject replaces the default entirely when filled in (up to 200 characters).

Opening message (optional)

The Opening message field adds your personal note at the very top of the email body (up to 1,000 characters). Flo keeps the rest of the template — member pass, benefits, and button — below your note.

Use it for Discord invites, orientation steps, or a warm thank-you. For perks that need explanation beyond short bullets, see Member benefits.

Customize the welcome email

You can edit everything except the core template structure in two places. Use the hub for full control; use Studio for a quick on/off.

Membership Hub — full editor (recommended)

Open the hub
Dashboard → Memberships → your program → Open hub.
Open Settings
Click Settings (top bar or bottom of the left nav).
Emails
Choose Emails in the settings sidebar.

Control	What it does
Send welcome email	Master on/off switch
Email header logo	Square image in the header; empty = default Flo mark
Subject line	Optional override (max 200 characters); blank = default subject
Opening message	Optional note prepended to the email (max 1,000 characters)
Live preview	Updates as you type — same template as real sends
Send test to (your account email)	Queues a sample to the email on your Flo account
Save	Toast Email settings saved.

The preview uses your program name and portal link. It does not substitute a real member’s tier or benefits until someone actually joins — test send uses sample placeholder content for tier benefits.

Username required for test send

Flo needs your public username set on your account before Send test or preview portal links work. If you see an error, finish your profile username in account settings, then try again.

Membership Studio — toggle only

Dashboard → Memberships → Edit tiers → Delivery tab → Welcome email section.

Control	What it does
Send welcome email	Same toggle as the hub — saves immediately when you flip it

Studio shows a short static preview line (for example Welcome to your program! Here's what you get as a member.). For subject, opening message, logo, live HTML preview, and test send, use Hub → Settings → Emails.

How benefits appear in the email

Benefit bullets are pulled from the tier the member joined:

Source	Shows in email as
Edit tiers → Offer → What's included	What's included checklist with ✓ marks
Order on the tier	Same order as in your tier editor

Tip	Detail
Keep bullets short	They render as a scannable list in mail clients
Update tiers before launch	New joins pick up the bullets saved on that tier at join time
One-time paid joins	The welcome email may list fewer tier details than subscription joins — still include clear bullets on the tier for your public join page

Reinforce complex perks (private links, calendars, norms) in your opening message or a first community post.

Pairing with other member touchpoints

Touchpoint	How it fits with the welcome email
Fan Hub portal branding	Welcome email drives them to the portal; Fan Hub controls how it looks after login
Referrals	Separate — referrals reward existing members; welcome email greets new joins
Gift access	Same email template when the toggle is on
Member benefits	Bullets in the email should match what you promise on your Flo page

Checklist before launch

Check	Why
Send welcome email is on (unless you intentionally want silence)	New paid and free joins get oriented
At least one benefit bullet per paid tier	What's included is not empty in the email
Opening message has any must-do steps (Discord, rules, first live date)	Template alone may not carry long instructions
Send test to yourself	Confirms subject, logo, and button link
Program is Active and your Flo page is published	Join flow and portal link match what you tested

Troubleshooting

Issue	What to check
Member says they did not get email	Send welcome email on? Correct email on their fan account? Ask them to check spam. Promotions tab for Gmail
You did not get a test email	Wait a minute and refresh inbox. Confirm account email in Flo. Username set?
Wrong tier or benefits in email	Which tier they joined. Update What's included on that tier for future joins
Logo looks stretched	Upload a square image in Email header logo
Want no email for one manual add	Turn off Send welcome email, add the member, turn back on if needed
Preview looks different from inbox	Rare client quirks — trust the Live preview for layout; test in Gmail or Apple Mail

Flo sends membership welcome mail through Flo’s transactional email system. Delivery is usually quick; occasional delays can happen with any email provider.

What's next?

Create a tier — benefit bullets that populate What's included
Member benefits — designing perks fans actually receive
Manage members — Gift access, Add member, and when each sends mail
Membership Hub overview — Settings → Emails and the rest of the hub
Referrals — growth after members are already inside

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