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Offer to join

2 min read

How the Offer-to-Join Email Is Triggered for Subscription Groups #

1. Open the subscription group email template 0:00

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  • Go to the Offer to Join email for a subscription group.
  • This email is used to invite a student to pay and join a weekly recurring group.
  • Editing this email lets you review the message students receive when they are being invited to sign up.

2. Check the class setup before sending the email 0:25

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  • The email is triggered from the Classes area.
  • Look at whether the class has a trial section or not.
  • Example shown:
    • One class has no trials.
    • Another class does offer trials.
  • This setup matters because the trigger can be used in either type of class.

3. Send the offer whether or not trials are enabled 0:41

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  • If the class does not offer trials, sending the offer to the student sends them a link to join and pay.
  • If the class does offer trials, the same process still applies once you send the offer.
  • In both cases, the student receives an email that lets them join the group and complete payment.

4. Understand that the email content stays the same 1:02

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  • The email is the same whether the class has trials or not.
  • That is because the purpose at this stage is identical:
    • invite the student to join
    • have them pay
    • keep them in the group on a weekly basis
  • The trial status does not change the offer-to-join email itself.

5. Confirm the student receives the join link 1:16

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  • The examples shown include two different students receiving the email.
  • Each student can click through to their dashboard.
  • From there, they can sign up and join the class.
  • This confirms the email is functioning as the entry point for enrollment.

6. Final takeaway: how the trigger works 1:28

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  • The Offer to Join email is triggered when you send the offer from the class.
  • It works for both:
    • classes with trials
    • classes without trials
  • The result is always the same: the student gets a link to join, pay, and enroll in the subscription group.