If you’re using a Keap campaign for creating and sending the password to your users, you must be familiar with occasional instances when your customer reaches out to you about a welcome email with a blank password. This happens when the password is not being generated for some reason by the time the email is sent. In this article, I’ll help you create a Keap campaign that ensures the email is generated before the welcome email is sent to the user.
Here is how your campaign looks like. It may seem complicated at first instance but it’s really easy to setup, besides I’ll explain every sequence in detail.
Setup Custom Password Field
Before you setup your campaign in Keap, you need to go to your Memberium Dashboard and set the custom password field from Memberium -> Settings -> Logins screen
If you are using the default password field, you’d want to create a new custom field and use it as your password field. In case you already have customers for whom you’ve stored passwords in the default password field, and you decide to switch to the custom field, you’ll need to migrate the passwords of the existing users to the new field. If you’re not sure how to do that, our customer support team can help you with this.
Copy and Paste Password Generator HTTP Post into Keap Campaign
To generate the password for the users, you will go to the Memberium -> Settings -> HTTP Posts/Links tab and copy the Password Generator Example
This password generation link needs to be added to your campaign sequence. In our example, you’ll double click on the first sequence ‘Apply Tags & Generate Password’ and then go to the http element named as ‘Generate Password via Memberium’ element. As you can see in the below screenshot, we suggest using 1 minute delay timer to give time to the http post for generating a password.
Check if Password is Generated Before Sending Email
In a normal password generation campaign, you go ahead and send the email right after 1 minute delay, but to ensure the password was generated before sending an email you can use ‘decision diamond’.
A decision diamond helps you set the rule to perform conditional action. You will use the decision diamond to verify if the password field is empty or not.
If the decision diamond finds a value in the custom password field, you can direct the user to the Email sequence that will send the email to the user. In case the password field is empty, you should redirect the user to a sequence where you try again to run the password generator http post as instructed earlier in this article.
Now you will use another decision diamond with exact same rule to recheck if the password is generated in the second attempt.
If the decision diamond finds a value in the password field you can go ahead have Keap send the email. But if the password field is still empty you can advance the user into another sequence that notifies the admin to look into the issue.
Notify the Admin User for Troubleshooting or Creating Password Manually
When Keap fails to generate the password in the second attempt as well, the next campaign sequence can be used to send email to the admin to notify a user is hasn’t got the password. For segmentation purpose you can assign a tag to the user.
Now as an admin to fix the issue, you can check why the password is not being generated, if needed contact Memberium Support or generate the password manually for the user so he/she doesn’t have to wait for the password. You can also create a task and assign to someone in your team or take whatever action you want.
Send Email When Password is Generated
As soon as you resolve the issue, you would want to apply a tag goal to the user which forwards the user to the final email sequence that will go ahead and send the email to the user with the password.
Thus, throughout the campaign, you check twice if the password was generated before the welcome email is sent. Even in case of password generation fails twice you notify the admin user or yourself to generate a password for the user and then send the email. This way the user will never ever receive a welcome email without a password.