When a new application has been approved and you are ready to invite this person to create an account, you need to trigger the correct welcome email. To send this invitation you need to go to their Person Record and update their Member Status.
To access their Member Status, search for their Person Record (CRM > People) and click on their email address in the search results. Once you have their record open, click on the 'Options' dropdown in the Information pane and choose 'Edit person details'.
Scroll down the list of options that appear until you reach a section labelled 'Member Status'. New members should NOT have any "approved" statuses already checked. To trigger the correct account creation email to be sent, check the relevant membership approval checkbox and then click SAVE (see below for a list of checkboxes and which emails they trigger).
Associate 26-35 years Membership approved
Triggers email: Welcome email - Associate 26-35 application approved
Plan: Associate 26-35 years
Associate Students Membership approved
Triggers email: Welcome email - Associate Student application approved
Plan: Associate Students
Associate Under 25 Non Students Membership approved
Triggers email: Welcome email - Associate Under 25 Non Student application approved
Plan: Associate Under 25 Non Students
Honorary Freeman (lifetime) Membership approved
Triggers email: N/A
Plan: Honorary Freeman (lifetime)
Honorary Member (Mansion House Scholar) approved
Triggers email: Welcome email - Mansion House Scholar
Plan: Honorary Member (Mansion House Scholar)
Honorary Membership (1 year) approved (Lombard)
Triggers email: Welcome email - Lombard prize honorary membership
Plan: Honorary Membership (1 year)
Member - Full approved
Triggers email: Welcome email - Full Membership application approved
Plan: Full Member
Member from Overseas approved
Triggers email: Welcome email - Overseas Membership application approved
Plan: Member from Overseas
Retired Membership approved
Triggers email: Welcome email - Retired members
Plan: Retired Member
Retired Bankers Club Membership approved
Triggers email: N/A
Plan: Retired Bankers Club Member
Retired Membership - Life Membership approved
Triggers email: N/A
Plan: Retired Member - Life Membership