How do first time users Set Login Password, Request Forgotten Password for their membership portal?

TABLE OF CONTENTS

• When first time user  is given access via membership offer checkout
• When first time user is given access via workflows or contact smart-list
• Request for forgotten password in membership portal
• FAQs

When first time user  is given access via membership offer checkout

Step 1 - User Checkout from offer page

Step 2- Post Check Out User would click on View Dashboard

Step 3- As first time user a prompt will be shown to set password

When first time user is given access via workflows or contact smart-list

Step 1 - User is given access to a new offer using offer Access Granted Trigger or Membership New Signup 

In the Email body use Courses Login URL (Magic Link)

When the user opens them email for courses access they will be prompted to set their password.

The same behaviour is also applicable to client portal users

The following default emails go out when course access is given from Workflows, Smart-list and offer checkouts. These default emails can be customised.

When a user opens the magic link in these emails for the first time ,they will be prompted to set password

Offer Access Email

New Signup Email

Request for forgotten password in membership portal

Step 1 : User requests for forgot password

Step 2 : An autogenerated email will be sent out with details 

The link expires in 2 hours

Step 3 : The user can click on the link and set their own password.

FAQs

• No more system generated passwords in your reset password emails, with new reset link you will be able to set your own password within 2 hours of your request
• Password Custom field wont be visible across all template builders and workflow email options, users also wont be able to add password field in their new templates.
• No more system generated password for users