Problem with optin

Hi, when we have a member that still need to opt in who becomes a member we cant move it to members, also can we have an automation to send the new member welcome? the new system is already adding layers of difficulties for us, now after a member opt in we need to remember to log again and send the welcome email or they will never receive their login

I know that not everyone wants that but would be great to have an option so when the member opts in can receive directly the email

Hi, when we have a member that still need to opt in who becomes a member we cant move it to members

You should not need to move them anywhere once they have opted-in. From a visual perspective, the only thing that changes is that the strikeout is removed. Then they are just regular members. Behind the scenes, the system is just setting a couple of dates for tracking purposes... those dates control whether a person is considered opted-in.

As far as automating the welcome email goes, I have considered that. However, first we need to deprecate it and get rid of it in favor of using an email template for the same purpose. I need a way for users to indicate to the system which email template should be used as the "Welcome Email".

Let me rephrase it ..
I have a member who has been added as prospect, now she became a member and I was trying to move her to the members list but the system does not allow me for some reason, I'm not sure if its the opt-in getting in the way or not, anyway she opted in already and I was able to move her

Give me a name, first name is probably sufficient.

Sean, but after she opted in I was able to move to the members list so unless you have logs you can't replicate it now

Also if there was a member who doesnt opt in, how can we put that member in the agenda? shoudnt be possible to have his/her name eventually withou the email and phone? I'm not sure how this system works but when we add a member is because they are clients and we should be able to deliver adding them to the agenda