This article will cover how to go about adding welcome notes to each tier and free members. Instead of having a single welcome note for your whole community, you can create a custom thank-you note for each tier, as well as for your free members. This will set the tone for your members’ experience, and it's also an opportunity to deliver backlog benefits to specific tiers immediately. The personalized Welcome Notes appear right after a member joins your page.
How to create customized Welcome Notes
- To get started with Welcome Notes, click on the Dashboard in the left-side panel, if you aren't already there
- Once in the Home tab, click on the “…” icon beside the Edit page button, and select Page details
- Go to the Welcome Notes tab in the upper menu
- You'll have the choice to Use the same welcome note for each tier or Customize welcome notes for each tier. When you select this second option, you’ll find message fields created for each of your current tiers
- Alongside your paid members, you can also add a welcome note to your free members. This could be the same note or a newly curated one
- Write your Welcome Notes. You'll also find a field where you can embed custom welcome videos for your Welcome Notes
- If you chose to Use the same welcome note for each tier and would like to apply your paid member note to free members as well, please check the box to Use Paid Member welcome message
- When you’re happy with your Welcome Notes, select the Save changes button on the upper right-hand side of your editor
- Once you’ve saved your changes, you can preview your Welcome Note by clicking the View current welcome note link.
Please note that it’s okay if you don’t have all of your tiers made when creating a Welcome note. You can add a Welcome note to your tiers at any point.
Ideas of what to include in your custom Welcome Notes
Details about benefits specific to their tier
Do you only send out physical benefits on the third Wednesday of every month? Or after x months of membership?
If there are details specific to how you deliver benefits for a certain tier, add that information here. Set your members’ expectations from the get-go for a smooth membership experience.
Your branding
Custom welcome messages are a fantastic opportunity to add your personalized branding spin to your new members’ introduction to your page.
Welcome videos specific to that tier
Who doesn’t love feeling special? Let your members know how much them joining that tier means to you.
Welcome images in the body of the message
Make it fun! If you have the bandwidth, why not give each tier a special image in the welcome message.
Codes or passwords that unlock content on platforms outside of Patreon
If you have discount codes for members or passwords that unlock content on sites outside of Patreon, this is a great place to introduce this information to your members. We recommend including steps on how to save that information and access the site.
Links to backlog digital content specific to their tier
Do you have a Google Drive folder that you have to individually message out every time you get a new member? Including a link in your welcome message is a great way to introduce this folder to new members.
Please share links to the backlog catalog at your discretion, as we want to make sure your content is safe/in the right hands. If you maintain access to say a Google Drive folder, be sure to compare access with your Active members in your Relationship Manager list each month. Learn more in this guide on managing members.
FAQ
- If you've created a welcome note, it will populate after members confirm their membership with you. If you've added a custom welcome video, it will populate above your special note.
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Your custom Welcome note is the first thing members receive when they confirm their membership. We also send them a confirmation email with the same message and information.
Members can access the information at a later time on their My Membership tab.
- Members will find some perks they’ve unlocked, however, there won’t be a personalized message from you. It will say, "Welcome to the Patreon community - we're glad to have you."
- Members will find a highlight of what they’ve unlocked as your new member, as well as the opportunity to claim benefits like Discord access or RSS links.
- Yes! Your Welcome note can be changed at any point, so they can adapt as your membership business does.